Ultrahigh-Net-Worth Planning Forum 2026
Date: Nov 2, 2026 9:00 a.m. – 4:00 p.m.
Location: New Jersey Law Center, New Brunswick, and Online
Member Price: $220.00
Non-Member Price: $275.00
Section Price: $0.00
Areas of Law: Business, Estate Law, Family, Real Property, Trust, & Estate
Earn up to 6.7 credits! (More Information)
Featured Speaker
Moderator
- Mary Kate Speed, Esq., CELA
- Lambariello Smith & Speed, LLC, Warren
Presenters
- Jessica Bosch, Esq.
- Dalena & Bosch LLC, Cedar Knolls
- Benjamin J. DiLorenzo, Esq.
- McCarter & English, LLP, Newark
- Timothy M. Ferges, Esq.
- McCarter & English, LLP, Newark
- Joy Elizabeth Matak, Esq.
- Brach Eichler LLC, Roseland
- John L. Pritchard, Esq.
- Pritchard Law, Union
- Crystal West Edwards, Esq., CELA
- Past President, New Jersey Chapter of the National Academy of Elder Law Attorneys
Porzio Bromberg & Newman, PC, Morristown - Deirdre Wheatley-Liss, Esq., CELA
- Porzio Bromberg & Newman P.C., Parsippany
Structuring tax and estate plans for ultrahigh-net-worth clients involves complex wealth preservation challenges. Register today for Ultrahigh-Net-Worth Planning Forum 2026 to tap into the latest strategies you need to know from some of the state's leading experts, so that you can confidently navigate even the most complex matters that come your way. As an attendee, you will learn the sophisticated tax strategies unique to these portfolios, and how to apply them to get the best results in the matters you handle. Our panel of experts will also share the most important recent trends in estate planning for this specific financial bracket.
Beyond tax considerations, the panel will detail how to structure estate plans to protect substantial assets. You will learn how to handle the preservation challenges unique to these clients so you can take on these cases with confidence. You will come away with the strategies you need to address these issues and expand your practice.
Learn the latest strategies for getting the best results in tax and wealth preservation planning, including:
- The strategies you will use to navigate complex tax challenges.
- How to address the unique estate planning needs of your ultra-high-net-worth clients.
- The wealth preservation techniques to protect your clients' assets.
- Critical insights for advising New Jersey clients in this bracket.
Make your plans to attend today.
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
- Or, for online programs, the event access link included in your joining instructions
Cancellation and Refund Policy:
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/