93rd Semi-Annual Tax and Estate Planning Forum
Date: Jun 4, 2025 9:00 a.m. – 5:00 p.m.
Location: New Jersey Law Center, New Brunswick, and Online
Member Price: $203.00
Non-Member Price: $254.00
Section Price: $0.00
Areas of Law: Estate Law, Real Property, Trust, & Estate
Earn up to 7.9 credits! (More Information)
Keynote
- Sheryl J. Seiden, Esq.
- SeidenFreed, LLC, Cranfordis the founding Partner of Seiden Family Law, LLC in Cranford, New Jersey. She is a seasoned matrimonial lawyer, having practiced family law exclusively since January 2000. Prior to forming Seiden Family Law, Ms. Seiden was a Partner at a boutique law firm in Summit, where she practiced family law for thirteen years.
Admitted to practice in New Jersey and New York, Ms. Seiden is Past Chair of the Family Law Section Executive Committee (“FLEC”) of the New Jersey State Bar Association and a Trustee of the Association. She is a past Co-Chair of the Young Lawyer Family Law Subcommittee for FLEC, and has been a member of FLEC since 2008. An officer and Fellow of the American Academy of Matrimonial Lawyers– New Jersey Chapter (“AAML-NJ”), Ms. Seiden has served on the Board of Managers for several years and is slated to be sworn in as the President of AAML-NJ in June 2024. She is also a member of the Union and Essex County Bar Associations. In November 2014 Ms. Seiden argued as amicus curiae for AAML in Gnall v Gnall before the Supreme Court of New Jersey. She has been an Early Settlement Panelist for the Superior Court of New Jersey, Chancery Division, Family Part, Union County, and has been asked to serve as a blue-ribbon panelist on several occasions by the Early Settlement Panel for the Superior Court of New Jersey, Chancery Division, Family Part, Essex County.
Ms. Seiden has moderated and spoken on many panels for the Family Law Symposium on topics involving creative support awards, child support, emancipation and special needs trusts, alimony issues, legislative issues affecting family law, and reexamining relocation laws. She has also been a speaker at the Friday night program for the Family Law Symposium on several occasions. Ms. Seiden is co-author of Marriage, Divorce and Dissolution (Gann Publishing, 2019, now in its 3rd Edition). She often lectures and educates junior lawyers and paralegals on how to prepare Case Information Statements, and has also lectured on the relocation laws in New Jersey as well as parental alienation.
Ms. Seiden received her B.A., cum laude, from American University and is a magna cum laude graduate of New York Law School, where she served as the Managing Editor of the New York Law School Law Review.
Moderator
- John J. Miesowitz, Esq.
- Ventura Miesowitz Keough & Warner PC, Summit
- John L. Pritchard, Esq.
- Law Offices of John L. Pritchard, Esq., Union
Presenters
- Dana A. Bennett, Esq.
- Bennett Law LLC, Red Bank
- Nicholas A. Giuditta, III, Esq.
- Giuditta Law, Westfield
- Adam M. Grenker, Esq.
- Fox Rothschild, LLP, Morristown
- Samantha Heaton, Esq.
- Kulzer & Dipadova, P.A., Haddonfield
- Glenn A. Henkel, Esq., LL.M., CPA
- Kulzer & DiPadova PA, Haddonfield
- Edward O. Kenlan, Jr.
- Surrogate of Essex County NJ, Newark
- Jack F. Meola, Esq.
- EisnerAmper LLP, Iselin
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Stacey M. Valentine, Esq.
- Avelino Law, LLP, Florham Parkis a Partner in Avelino Law, LLP with offices in Summit, New Jersey, and New York City, and co-leads the Trusts and Estates Practice Group. With a practice encompassing all aspects of trusts and estates law, she handles income, estate, inheritance, gift, and generation-skipping transfer tax issues, and helps clients maximize the benefits of charitable giving. Ms. Valentine assists estate and trust beneficiaries and fiduciaries in enforcing their rights and adhering to their obligations in the event of a dispute, and serves as legal counsel to numerous financial institutions and corporate trustees, assisting those entities in the implementation of their fiduciary duty while addressing the risks inherent to the role of executor or trustee. She also advises clients in general corporate matters arising in closely-held family businesses and has experience working with individuals with special needs.
Ms. Valentine is admitted to practice in New Jersey and New York. She is a member of the New Jersey State, New York State and Morris County Bar Associations, and the Board of the Estate Planning Council of Northern New Jersey. She has also sat on the Board of the Women’s Association for the Morristown Medical Center and the Young Professionals Board of Eva’s Village.
Ms. Valentine received her B.A., magna cum laude, from Colgate University and her J.D., cum laude, from Washington & Lee University School of Law. - Leonard J. Witman, Esq.
- Witman Stadtmauer PA, Florham Park
The Semi-Annual Tax and Estate Planning Forum returns! This is a can’t-miss program for all tax and estate planning practitioners. The program is packed with unique and interesting topics presented by some of New Jersey’s top lawyers in the field. Spend an enjoyable day with your colleagues learning and networking. You’ll get the latest information, including up-to-the-minute details about new laws and regulations and what to expect in the near future. You’ll walk away from this ever-popular program with knowledge and insights you can immediately use in your practice.
Register today!
Program Agenda:
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9:00 | Announcements
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9:05 | Keynote Presentation: Trust Drafting to Prevent the Use of Trust Assets for the Beneficiary's Alimony or Child Support Obligations in Other States after Tannen v. Tannen, 208 N.J. 409 (2011) and Pfannenstiehl v. Pfannenstiehl, 475 Mass. 105 (2016).
- Sheryl J. Seiden, Esq. -
9:35 | Planning for Basis Step-Up, the Regulations Issued Under IRC 1014, and Intentionally Triggering Estate Tax Inclusion of Old Credit Shelter Trusts by Trust Distributions or Decanting Prior to the Passing of the Surviving Spouse.
- Adam M. Grenker, Esq. -
10:05 | "Do I Really Need a Will?" The Practical and Legal Perils of Intestacy.
- Nicholas A. Giuditta, III, Esq. -
10:35 | Break
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10:50 | The Differing Consequences of the Death of an Original Retirement Account Participant Before or After the "Required Beginning Date", and Other Recent Developments in Retirement Account Planning.
- Leonard J. Witman, Esq. -
11:20 | Planning in the Face of Uncertain Estate Tax Law Changes, and Other Recent Estate Tax Developments.
- Glenn A. Henkel, Esq., LL.M., CPA and Samantha Heaton, Esq. -
12:20 | Lunch
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1:00 | The Uses of Revocable Living Trusts for Distributions, Management During Incapacity, Privacy and Recipients of Retirement Accounts, But Are They a Universal Solution for Everyone?
- Dana A. Bennett, Esq. -
1:30 | My Beef with the Probate Part Bench: The Removal of Fiduciaries During Litigation, and the Alternatives by Way of Status Quo Restraints under Waste Management v. Morris County Municipal Utilities Authority, 433 N.J.Super. 445, 453 (App.Div. 2013).
- John L. Pritchard, Esq. -
2:30 | Break
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2:45 | Planning for the First Death of a Co-Owner of a Business, and the Use of Life Insurance to Fund Buy-Sell Agreements after Connelly v. U.S., 144 S.Ct. 1414 June 6, 2024)
- Gary A. Prince, Jr., Esq. -
3:15 | Protecting Yourself as a Professional Fiduciary Trust Drafting and Implementation.
- Stacey M. Valentine, Esq. -
3:45 | Procedures Followed by the Surrogates Court in Serving as the Clerk for the Probate Part of Superior Court Pursuant to Court Rule 4:83.
- Edward O. Kenlan, Esq. -
4:15 | Interesting Trust Income Tax Issues.
- Jack F. Meola, Esq. -
5:00 | Adjourn
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