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95th Semi-Annual Tax and Estate Planning Forum

Category: On Demand

Member Price: $252

Non-Member Price: $315

Product Code: ON012726

Areas of Law: Estate Law, Taxation

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CLE Credits
Faculty

Keynote

Moderator

John J. Miesowitz, Esq.
Ventura Miesowitz Keough & Warner PC, Summit
John L. Pritchard, Esq.
Pritchard Law, Union

Presenters

Robert I. Aufseeser, Esq., LL.M.
Law Office of Robert Aufseeser LLC, East Brunswick
Dana A. Bennett, Esq.
Bennett Law LLC, Red Bank
Nicholas A. Giuditta, III, Esq.
Giuditta Law, Cranford
Samantha Heaton, Esq., LL.M.
Kulzer & Dipadova, P.A., Haddonfield
Glenn A. Henkel, Esq., LL.M., CPA
Kulzer & DiPadova, P.A., Haddonfield
Jack F. Meola, Esq.
EisnerAmper LLP, Iselin
John Paragano, Esq.
John Paragano, Esq., LLC, Union
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Christine G. Pronek, CPA, MST
WilkinGuttenplan, PC, East Brunswick
Stacey M. Valentine, Esq.
Avelino Law LLP, Florham Park
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.
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nMs. 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.
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nMs. Valentine received her B.A., magna cum laude, from Colgate University and her J.D., cum laude, from Washington & Lee University School of Law.
Leonard J. Witman, Esq.
Witman Stadtmauer PA, Florham Park

The 95th Semi-Annual Tax and Estate Planning Forum is here with the timely information you need. This is a can’t-miss program for all tax and estate planning practitioners and is sure to enhance any tax and estate planning practice. The program is packed with unique and interesting topics presented by some of New Jersey’s top lawyers in the field. Spend a day with your colleagues learning and networking. You’ll get the latest information and practice tips on what you need to know to better represent clients. You’ll walk away from this ever-popular program at the top of your tax and estate planning game.

Don’t fall behind. Register today!

Program Agenda:

  • 9:00 | Introduction

  • 9:05 | Keynote Presentation – Bypass Trusts in a High-Exemption World: Planning for Basis, Not Estate Tax - Robert I. Aufseeser, Esq., LL.M.

  • 9:35 | The New Obligation to Designate a “Successor Attorney” under the Notice to the Bar of September 26, 2025; the Appointment of an Attorney-Trustee for a Deceased Attorney Under Court Rule 1:20-19; and the Practicalities of Winding-Up the Practice of a Deceased Attorney - John Paragano, Esq.

  • 10:05 | Cleaning Up After a Participant Fails to Take Minimum Required Distributions, and Other Current Issues in Retirement Planning - Leonard J. Witman, Esq.

  • 10:35 | Break

  • 10:50 | Do You Have Nightmares About Non-Probate Assets? - Dana A. Bennett, Esq.

  • 11:20 | Recent Estate Developments - Glenn A. Henkel, Esq., LL.M., CPA and Samantha Heaton, Esq., LL.M.

  • 12:20 | Lunch

  • 1:00 | The Role of the Neutral Court-Appointed Administrator: From Doing the Right Thing to Angering as Few Beneficiaries as Possible - Nicholas A. Giuditta, III, Esq.

  • 1:30 | The Exposure of Inheritances and Trust Interests to Equitable Distribution in Divorce in Other States, and the Planning to Avoid It - John L. Pritchard, Esq.

  • 2:00 | Dealing with the Objections of Clients and Other Persons to Long-Term Trusts - John J. Miesowitz, Esq.

  • 2:30 | Break

  • 2:45 | Challenging the Valuation of Minority Business Interests in Elective Share Cases, or for Other Purposes - Gary A. Prince, Jr., Esq.

  • 3:15 | Keeping It All in the Family: Pros and Cons of Representing Multiple Generations of the Same Family - Stacey M. Valentine, Esq.

  • 3:45 | Form 1041 for Estate Administrations and Resolving Problems from the Decedent’s Form 1040 - Christine G. Pronek, CPA, MST

  • 4:15 | It’s a Different World: The Effects on Closely-Held Businesses of the Tax Acts of the Last Ten Years - Jack F. Meola, Esq.

  • 5:00 | Adjourn