Replay – 92nd Semi-Annual Tax and Estate Planning Forum
Date: May 16, 2025 9:00 a.m. – 5:00 p.m.
Location: Online
Member Price: $225.00
Non-Member Price: $275.00
Section Price: $0.00
Areas of Law: Real Property, Trust, & Estate
Earn up to 7.9 credits! (More Information)
Keynote
Moderator
Presenters
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Program Agenda:
- 9:00 | Introduction
- 9:05 | Keynote Presentation: Some experiences with the Uniform Trust Code and changes being discussed - Jordan S. Weitberg, Esq.
- 9:35 | Will drafting – 20 fine points - John L. Pritchard, Esq.
- 10:05 | Recent developments in special needs trusts and long-term care - Lauren S. Marinaro, Esq.
- 10:35 | Break
- 10:50 | The details of the 10-year distribution requirements for inherited retirement accounts and other surprises in the final regulations for SECURE Act 1.0 - Leonard J. Witman, Esq.
- 11:20 | Looking out over the 2025 federal estate tax cliff and other recent estate tax developments - Glenn A. Henkel, Esq., LL.M., CPA and Allison Clayton, Esq.
- 12:20 | Lunch
- 1:00 | The disability of an owner or partner: The often-neglected issue in buy-sell agreements and other succession planning - Linda S. Ershow-Levenberg, Esq., CELA
- 1:30 | Ethics one: Attorney ethics in the context of an estate planner’s joint representation of divorcing spouses - Stacey M. Valentine, Esq.
- 2:00 | Last second planning for the exemption drop - John J. Miesowitz, Esq.
- 2:30 | Break
- 2:45 | Estate planning with business entities and the consequences under the Corporate Transparency Act - Gary A. Prince, Jr., Esq.
- 3:15 | The issues in the drafting of a possible Electronic Wills Act for New Jersey - Susan K. Dromsky-Reed, Esq.
- 3:45 | The Corporate Transparency Act: Application to small businesses and the upcoming Jan. 1, 2025 filing deadline - Jack F. Meola, Esq.
- 4:15 | Ethics two: The responsibilities of the attorney for the alleged incapacitated person in a guardianship proceeding - Christopher Kozlowski, Esq.
- 5:00 | Adjourn
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