Ultra-High Net Worth Planning Forum

Date: Oct 11, 2023 9:00 a.m. – 4:10 p.m.

Location: New Jersey Law Center, New Brunswick and Online

Member Price: $180

Non-Member Price: $225

Event Code: I135923

Areas of Law: Estate Law

Earn up to 7.1 credits! (More Information)




Stacey M. Valentine, Esq.
Avelino Law, LLP, Morristown
is a Partner in Avelino Law, LLP with offices in Summit, New Jersey, and New York City, and co-leads the Trusts and Estates Practice Group. With a practice encompassing all aspects of trusts and estates law, she handles income, estate, inheritance, gift, and generation-skipping transfer tax issues, and helps clients maximize the benefits of charitable giving. Ms. Valentine assists estate and trust beneficiaries and fiduciaries in enforcing their rights and adhering to their obligations in the event of a dispute, and serves as legal counsel to numerous financial institutions and corporate trustees, assisting those entities in the implementation of their fiduciary duty while addressing the risks inherent to the role of executor or trustee. She also advises clients in general corporate matters arising in closely-held family businesses and has experience working with individuals with special needs.

Ms. Valentine is admitted to practice in New Jersey and New York. She is a member of the New Jersey State, New York State and Morris County Bar Associations, and the Board of the Estate Planning Council of Northern New Jersey. She has also sat on the Board of the Women’s Association for the Morristown Medical Center and the Young Professionals Board of Eva’s Village.

Ms. Valentine received her B.A., magna cum laude, from Colgate University and her J.D., cum laude, from Washington & Lee University School of Law.


Erin Ardleigh
Dynama Insurance, New York
A. Jude Avelino, Esq.
Avelino Law, LLP, Morristown
is Managing Partner of Avelino Law, LLP in Summit, New Jersey, where he is the leader of the firm’s Estate Planning and Corporate Departments. His experience in these areas has led to a diversified client base ranging from closely-held businesses to individuals and families and a diverse blend of charitable organizations. He has particular skill and experience in navigating complex wealth retention issues in the context of estate planning, corporate and tax matters.

Admitted to practice in New York, New Jersey and Pennsylvania, and before the United States District Court for the District of New Jersey and the Southern and Eastern Districts of New York, Mr. Avelino is a member of the New York City and Northern New Jersey Estate Planning Councils, the Downtowners Association and the Summit Bar Association. He was Chair of the Board of Trustees of Overlook Hospital and formerly served on the Board of Trustees of Gilda’s Club, a charity developed in honor of the late comedienne Gilda Radner which assists cancer survivors and their families. He has been honored by Trial Lawyers Care for his pro bono work representing clients injured in the tragic events of September 11, 2001.

Mr. Avelino received his B.A. from Fordham University, his J.D. from Brooklyn Law School, and his LL.M. and Certificate in Estate Planning from Georgetown University Law Center.
Andrew C. Egan, Esq.
Bressler Amery & Ross PC, Florham Park
Timothy M. Ferges, Esq.
McCarter & English, LLP, Newark
is a Partner in McCarter & English, LLP in the firm’s Newark, New Jersey, and New York City offices, where he concentrates his practice in trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. Mr. Ferges brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, Will and trust construction matters, and other fiduciary disputes; and represents beneficiaries, individual fiduciaries, and large institutional trust companies as well as charitable and non-profit organizations in those disputes. He also counsels high-net-worth individuals and families in estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.

Admitted to practice in New Jersey and New York, and before the United States District Court for the District of New Jersey, Mr. Ferges has been a member of the American Academy of Attorney—CPAs and the American Bar Association Section of Real Property, Trust and Estate Law, where he has served as Vice Chair of a committee in the Trust & Estates Litigation Group. He is a member of the Mid-Atlantic Fellows Institute of the American College of Trust & Estate Counsel (ACTEC) and the New Jersey State Bar Association Real Property, Trust and Estate Law Section and the New York State Bar Association’s Trusts and Estates Law Section, where he has served on the Estate Litigation Committee. In addition to being an attorney, he is also a Certified Public Accountant and a member of the Board of Trustees of the Springpoint Senior Living Foundation.

Mr. Ferges has lectured for ICLE, the National Business Institute and other organizations, and his articles have appeared in the New Jersey Law Journal and other publications. He is the recipient of several honors.

Mr. Ferges received his B.S. from Rutgers University; his M.B.A. from Rutgers Business School; his J.D. from Seton Hall University School of Law, where he served as Director of the Appellate Advocacy Moot Court Board and as a member of the Interscholastic Moot Court Board; and his LL.M. in Taxation from New York University School of Law. He was Law Clerk to the Honorable Walter Koprowski, Jr. and the Honorable Renee Jones Weeks, Probate Part, Chancery Division, Superior Court of New Jersey.
Anthony Fernandez, Esq.
J.P. Morgan, Summit
Michele Fine, CFP
J.P. Morgan, Summit
Paul Gallagher
NFP P&C Private Client Group, Morristown
Cynthia L. Jones, CFA
DLA, LLC, Shrewsbury
Joy Matak, JD, LLM
Sax LLP, Parsippany
Joseph Matina
UBS, Matina Group, Short Hills
Christopher McKenna
Senior Vice Presidentu2013Wealth Management, UBS, Matina Group, Short Hills
Thomas A. Tietz, Esq.
Shenkman Law, PC, Fort Lee
Crystal West Edwards, Esq., CELA
Porzio Bromberg & Newman, PC, Morristown

The 1st Annual Ultra-High Net Worth Planning Forum is a brand-new program that is presenting a panel of preeminent private client professionals in the ultra-high net worth market.  The Forum will cover a variety of topics and issues relevant to the specific representation of individuals and families with ultra-high net worth estates. 

A wine and cheese reception will follow this program. 

Program Agenda:

  • 9:00 – The Importance of Selecting a Professional Fiduciary - A. Jude Avelino, Esq.
  • 9:30 - Current State of the Ultra-High Net Worth P&C Insurance Market - Paul Gallagher
  • 10:00 - The Matina Group/UBS Wealth Way: Tailored Strategies for UHNW clients - Joseph Matina; Christopher McKenna
  • 10:30 - Break
  • 10:40 - Children and Wealth: Guiding Clients on Educating Their Children About Money - Anthony Fernandez, Esq.; Michele Fine, CFP
  • 11:10 - Administering Trusts and Transactions: Reviewing Recent Cases and Takeaways to Consider - Thomas A. Tietz, Esq.
  • 11:40 – Special Drafting Considerations when Planning for Individuals with Disabilities - Crystal W. Edwards, Esq.
  • 12:10 - Lunch
  • 1:00 – Family Money Talks – How Communication Can Prevent Litigation - Andrew C. Egan, Esq.
  • 1:30 – Demystifying the Discounts – Primer on business valuation discounts and premia - Cynthia L. Jones, CFA
  • 2:00 – Making Inflexible Trusts Flexible: The Modification, Division, Termination and Decanting of Irrevocable Trusts - Timothy M. Ferges, Esq.
  • 2:30 - Break
  • 2:40 – The Overlap of Ultra-High Net Worth Estate Planning and Divorce - Stacey M. Valentine, Esq.
  • 3:10 – Building a strong life insurance portfolio for the HNW client - Erin Ardleigh
  • 3:40 – Income tax mitigation with non-grantor trusts - Joy Matak, JD, LLM
  • 4:10 - Adjourn

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 7.1 hours of total CLE credit (Full Credits Available: CPE Taxation: 7.0, NJ General: 7.1).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 7.0
PA CLE:PA Substantive Credit: 5.5
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.

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.

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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.

Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

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By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.

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



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