94th Semi-Annual Tax and Estate Planning Forum
Date: Dec 3, 2025 9:00 a.m. – 5:00 p.m.
Location: New Jersey Law Center, New Brunswick, and Online
Member Price: $211.00
Non-Member Price: $264.00
Section Price: $0.00
Areas of Law: Estate Law, Taxation
Earn up to 8.1 credits! (More Information)
Keynote
Moderator
- John J. Miesowitz, Esq.
- Ventura Miesowitz Keough & Warner PC, Summit
- John L. Pritchard, Esq.
- Pritchard Law, Union
Presenters
- Dana A. Bennett, Esq.
- Bennett Law LLC, Red Bank
- Kevin R. Centurrino, Esq.
- Berkowitz, Lichtstein, Kuritsky, Giasullo and Gros, Roseland
- Andrew J. DeMaio, Esq.
- Of Counsel, Wilentz Goldman & Spitzer, Woodbridge
- Nicholas A. Giuditta, III, Esq.
- Giuditta Law, Westfield
- Glenn A. Henkel, Esq., LL.M., CPA
- Kulzer & DiPadova, P.A., Haddonfield
- Lauren S. Marinaro, Esq.
- Fink Rosner Ershow-Levenberg Marinaro LLC, Clarkis a Partner in Fink Rosner Ershow-Levenberg Marinaro, LLC in Clark, New Jersey, and focuses her practice in elder and disability law matters including estate planning, guardianship, Medicaid Asset preservation planning, Medicaid fair hearings, estate administration, and estate and fiduciary litigation. She has also been an Accredited Veterans Attorney (pension benefits).
Admitted to practice before the United States District Court for the District of New Jersey, Ms. Marinaro is Past Chair of the New Jersey State Bar Association Elder & Disability Law Section and has been President of the National Academy of Elder Law Attorneys New Jersey Chapter (NAELA-NJ). She is a member of NAELA’s Board of Directors and is Co-Chair of the NAELA Public Policy Steering Committee. She has lectured for ICLE, NAELA and at county and state bar events on topics including elder law case updates, New Jersey power of attorney issues, psychiatric advance directives and the Medicaid Global Options for Long-Term Care programs. She has also lectured on developments in Olmstead-related case law, mental health parity, and Medicaid home and community-based services for married couples at national conferences.
Ms. Marinaro received her B.A. and M.P.A.P. from Rutgers University, and her J.D. and LL.M. in Elder Law from the University of Kansas School of Law.
(9/23) - Jack F. Meola, Esq.
- EisnerAmper LLP, Iselin
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- 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. - 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 94th Semi-Annual Tax and Estate Planning Forum is back with the timely information you need. This is a can’t-miss program for all tax and estate planning practitioners and is sure to enhance any tax and estate planning practice. The program is packed with unique and interesting topics presented by some of New Jersey’s top lawyers in the field. Spend a day with your colleagues learning and networking, without getting bored. You’ll get the latest info and practice tips on what you need to know to better represent clients. You’ll walk away from this ever-popular program at the top of your tax and estate planning game.
Don’t fall behind. Register today!
Program Agenda:
- 9:00 | Announcements
- 9:05 | Keynote Presentation - 529 Plans: Pros, Cons and Everything in Between - Kevin R. Centurrino, Esq.
- 9:35 | The Current State of Medicaid Recovery Efforts by the State of New Jersey - Lauren S. Marinaro, Esq.
- 10:05 | The Outer Limits of the Types of Assets Which Can be Held in a Retirement Account and Other Recent Developments in Retirement Account Planning - Leonard J. Witman, Esq.
- 10:35 | Break
- 10:50 | Technology and Immortality in the Age of Artificial Intelligence - Andrew J. DeMaio, Esq.
- 11:20 | Recent Developments: What is Estate Tax Planning in a $15 Million Exemption World and the New Federal and New Jersey Forms - Glenn A. Henkel, Esq., LL.M., CPA and Dana A. Bennett, Esq.
- 12:20 | Lunch
- 1:00 | Contested Accountings: If You Have a Problem With it, Tell it to the Judge - Nicholas A. Giuditta, III, Esq.
- 1:30 | I Never Wanted to be a Family Therapist: Structuring Settlement Agreements Which Achieve More Than Just a Temporary Truce in Ongoing Estate Litigation - John L. Pritchard, Esq.
- 2:00 | Clean-Up and Maintenance of Old Trust Agreements and Other Planning Documents Prepared by Other Counsel - John J. Miesowitz, Esq.
- 2:30 | Break
- 2:45 | How Buy-Sell Agreements and Other Succession Plans Actually Play Out in Estate Administration - Gary A. Prince, Jr., Esq.
- 3:15 | Litigation Against Fiduciaries: Why Attorneys Are Getting Out of the Business of Serving - Stacey M. Valentine, Esq.
- 3:45 | Prenuptial and Postnuptial Agreements for Estate Matters Only - Sheryl J. Seiden, Esq.
- 4:15 | Highlights and Surprises of the One Big Beautiful Bill Act - Jack F. Meola, Esq.
- 5:00 | Adjourn
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