Ultra-High Networth Planning Forum 2025

Presenters

Hon. Harry G. Carroll, J.A.D. (Ret.)

Meyerson Fox & Conte, PA

Marc J. Armas, Esq.

Avelino Law, LLP, Florham Park

A. Jude Avelino, Esq.

Avelino Law, LLP, Florham Park

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.

Carolyn N. Daly, Esq.

Cohen Seglias Pallas Greenhall & Furman, PC, Newark

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.
(8/23)

Sean Gaynor, Esq.

Cohen Seglias Pallas Greenhall & Furman, PC, Scotch Plains

Stefanie Jedra Sollecito, CPA/ABV, ASA, CFE

SJS Forensic Advisory, LLC, Berkeley Heights

is a Director in the Advisory Services Practice of Marcum LLP in the firm’s Roseland, New Jersey, and New York City offices. She appraises business interests and provides related forensic accounting, litigation support, and other consulting services to business owners, legal counsel and high-net-worth individuals.

Ms. Jedra is a Certified Public Accountant in New York State and a member of the American Institute of Certified Public Accountants (AICPA)and the New York Society of Certified Public Accountants, and Vice President of Marketing for the New York Chapter of the American Society of Appraisers (ASA). She has lectured for ICLE, the Camden County Bar Association and AAML’s New Jersey Chapter, and she is the author and co-author of articles which have appeared in Valuation & Litigation Advisor.

Ms. Jedra received her BSBA from Bucknell University and was also a member of the Student Managed Investment Fund.
(8/23)

Anthony J. LaPorta, Esq.

LaPorta Law, LLC, Morristown

Erez Liebermann, Esq.

Debevoise & Plimpton, New York

James Mottola, CPP, CISM, MS

Colley Intelligence, New York

Cassie Murphy, Esq.

Paone Zaleski & Murphy, Red Bank

Genny Ngai, Esq.

Morrison Cohen, New York

John P. Paone, Jr., Esq.

Paone Zaleski & Murphy, Red Bank

is a Diplomate of the American College of Family Trial Lawyers and a Fellow of the American Academy of Matrimonial Lawyers (AAML) with 40 years of experience in the practice of family law. He is the Senior Partner of Paone, Zaleski & Murphy with offices in Woodbridge and Red Bank, where he limits his practice to high asset, high net worth and complex divorce, family law and custody matters. He is an AAML approved arbitrator.

Mr. Paone is a past Chair of the New Jersey State Bar Association (NJSBA) Family Law Section, a past President of the AAML New Jersey Chapter, and a past President of the Middlesex County Bar Association. He has been appointed by the Supreme Court of New Jersey to several committees relating to the practice of divorce and family law. He has served as Chair of the Supreme Court Board on Attorney Certification and as a member of the Board on Continuing Legal Education. The NJSBA appointed Mr. Paone Chair of the Ad Hoc Committee on Continuing Legal Education. He is a past member of the NJSBA Judicial and Prosecutorial Appointments Committee which evaluates every candidate for judicial appointment or reappointment to the Supreme Court, the Superior Court, and as county prosecutor. He served as 2018-2019 Co-Chair of the Monmouth Bar Association Family Law Committee and serves as a member of that Committee.

The 1996 recipient of the NJSBA Distinguished Legislative Service Award and the 2010 recipient of the ICLE Distinguished Service Award, Mr. Paone was in the first class of attorneys to be Certified by the Supreme Court as a “Matrimonial Law Attorney.” An Editor Emeritus of the New Jersey Family Lawyer, he is a frequent writer and lecturer on family law issues and has made television appearances on Court TV and other programs. In 2002 the NJSBA Family Law Section awarded Mr. Paone its Tischler Award for his contributions to family law practice and the legal profession. Since 2017, he has served as a Master of the Aldona E. Appleton Family Law American Inn of Court.

Mr. Paone received his B.A., with honors, from Rutgers College and his J.D., magna cum laude, from the American University Washington College of Law, where he was Articles Editor of the Law Review.

Lauren Paxton, Esq.

Lauren Paxton Consulting & Coaching, Newark

John L. Pritchard, Esq.

Pritchard Law, Union

Thomas A. Tietz, Esq.

Shenkman Law, PC, Fort Lee

Crystal West Edwards, Esq., CELA

Past President, New Jersey Chapter of the National Academy of Elder Law Attorneys
Porzio Bromberg & Newman, PC, Morristown