Estate Tax Strategies for 2025 and Beyond

Date: May 22, 2025 8:30 a.m. – 10:30 a.m.

Location: Online

Member Price: $143.00

Non-Member Price: $179.00

Section Price: $0.00

Event Code: I240225

Areas of Law: Estate Law, Taxation

Earn up to 2.4 credits! (More Information)

Faculty

Keynote

Moderator

Presenters

Glenn A. Henkel, Esq., LL.M., CPA
Kulzer & DiPadova PA, Haddonfield
Mark R. Parthemer
Chief Wealth Strategist and Regional Director of Florida, Glenmede Wealth Management
Jason D. Pride, CFA
Chief of Investment Strategy and Research, Glenmede Wealth Management
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge

Benjamin Franklin famously said, “In this world nothing can be said to be certain, except death and taxes.” However, in these uncertain times, even tax planning may be changing.

This program will explore the latest developments in estate tax planning, with a particular focus on a potential 2025 tax bill. The session is designed to equip attorneys and advisors with insights to effectively guide clients through a period marked by recent developments, legislative uncertainty, and anticipated change. In addition, the program will incorporate key economic indicators and market outlooks to provide a broader context for planning decisions. While the exact timing of any tax law revisions remains unclear, understanding the potential implications is essential for proactive and strategic planning.

CLE Credits
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 2.4 hours of total CLE credit (Full Credits Available: NJ General: 2.4).
NY CLE (t&nt):NY Professional Practice Transitional: 2.0
PA CLE:PA Substantive Credit: 2.0
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.

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If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/