94th Semi-Annual Tax and Estate Planning Forum
Category: On Demand
Member Price: $252
Non-Member Price: $315
Areas of Law: Estate Law, Taxation
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 8.1 hours of total CLE credit (Full Credits Available: NJ General: 8.1). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 8.0 |
| PA CLE: | PA Substantive Credit: 6.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Featured Speaker
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, Clark
- Jack F. Meola, Esq.
- EisnerAmper LLP, Iselin
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Sheryl J. Seiden, Esq.
- SeidenFreed, LLC, Cranford
- Stacey M. Valentine, Esq.
- Avelino Law, LLP, Florham Park
- 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