95th 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
- Robert I. Aufseeser, Esq., LL.M.
- Law Office of Robert Aufseeser LLC, East Brunswick
- Dana A. Bennett, Esq.
- Bennett Law LLC, Red Bank
- Nicholas A. Giuditta, III, Esq.
- Giuditta Law, Cranford
- Samantha Heaton, Esq., LL.M.
- Kulzer & Dipadova, P.A., Haddonfield
- Glenn A. Henkel, Esq., LL.M., CPA
- Kulzer & DiPadova, P.A., Haddonfield
- Jack F. Meola, Esq.
- EisnerAmper LLP, Iselin
- John Paragano, Esq.
- John Paragano, Esq., LLC, Union
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Christine G. Pronek, CPA, MST
- WilkinGuttenplan, PC, East Brunswick
- Stacey M. Valentine, Esq.
- Avelino Law LLP, Florham Park
- Leonard J. Witman, Esq.
- Witman Stadtmauer PA, Florham Park
The 95th Semi-Annual Tax and Estate Planning Forum is here 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. You’ll get the latest information 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:
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9:00 | Introduction
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9:05 | Keynote Presentation – Bypass Trusts in a High-Exemption World: Planning for Basis, Not Estate Tax - Robert I. Aufseeser, Esq., LL.M.
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9:35 | The New Obligation to Designate a “Successor Attorney” under the Notice to the Bar of September 26, 2025; the Appointment of an Attorney-Trustee for a Deceased Attorney Under Court Rule 1:20-19; and the Practicalities of Winding-Up the Practice of a Deceased Attorney - John Paragano, Esq.
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10:05 | Cleaning Up After a Participant Fails to Take Minimum Required Distributions, and Other Current Issues in Retirement Planning - Leonard J. Witman, Esq.
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10:35 | Break
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10:50 | Do You Have Nightmares About Non-Probate Assets? - Dana A. Bennett, Esq.
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11:20 | Recent Estate Developments - Glenn A. Henkel, Esq., LL.M., CPA and Samantha Heaton, Esq., LL.M.
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12:20 | Lunch
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1:00 | The Role of the Neutral Court-Appointed Administrator: From Doing the Right Thing to Angering as Few Beneficiaries as Possible - Nicholas A. Giuditta, III, Esq.
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1:30 | The Exposure of Inheritances and Trust Interests to Equitable Distribution in Divorce in Other States, and the Planning to Avoid It - John L. Pritchard, Esq.
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2:00 | Dealing with the Objections of Clients and Other Persons to Long-Term Trusts - John J. Miesowitz, Esq.
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2:30 | Break
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2:45 | Challenging the Valuation of Minority Business Interests in Elective Share Cases, or for Other Purposes - Gary A. Prince, Jr., Esq.
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3:15 | Keeping It All in the Family: Pros and Cons of Representing Multiple Generations of the Same Family - Stacey M. Valentine, Esq.
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3:45 | Form 1041 for Estate Administrations and Resolving Problems from the Decedent’s Form 1040 - Christine G. Pronek, CPA, MST
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4:15 | It’s a Different World: The Effects on Closely-Held Businesses of the Tax Acts of the Last Ten Years - Jack F. Meola, Esq.
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5:00 | Adjourn