Ultra-High Net Worth Planning Forum 2025
Category: On Demand
Member Price: $252
Non-Member Price: $315
Areas of Law: Estate Law
| 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 7.2 hours of total CLE credit (Full Credits Available: NJ General: 7.2). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 7.0 |
| PA CLE: | PA Substantive Credit: 6.0
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. |
Featured Speaker
Moderator
- Stacey M. Valentine, Esq.
- Avelino Law, LLP, Florham Park
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
- Carolyn N. Daly, Esq.
- Cohen Seglias Pallas Greenhall & Furman, PC, Newark
- Timothy M. Ferges, Esq.
- McCarter & English, LLP, Newark
- Sean Gaynor, Esq.
- Cohen Seglias Pallas Greenhall & Furman, PC, Scotch Plains
- Stefanie Jedra Sollecito, CPA/ABV, ASA, CFE
- SJS Forensic Advisory, LLC, Berkeley Heights
- Anthony J. LaPorta, Esq.
- LaPorta Law, LLC, Morristown
- 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
- Lauren Paxton, Esq.
- Lauren Paxton Consulting & Coaching, Newark
- John L. Pritchard, Esq.
- Pritchard Law, Union
- Keith Swiat
- Managing Director, Cybersecurity, FTI Consulting
- 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
The Ultra-High Net Worth Planning Forum is back for its third year with 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.
Program Agenda:
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9:00 | Recent Cases Discussing Planning Administration - Thomas A. Tietz, Esq.
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9:30 | Will the trust beneficiary's share be considered for equitable distribution in divorce, child support or alimony? A multi-state planning problem - John L. Pritchard, Esq.
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10:00 | Topic to be announced - Crystal West Edwards, Esq., CELA
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10:30 | Break
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10:40 | Divorce Planning 101 for your High-Net-Worth Clients - Cassie Murphy, Esq. and John P. Paone, Jr., Esq
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11:10 | Crisis-Proofing the UNHW Community: Strategies to safeguard assets, families, and reputation” moderated by Marc J. Armas, Esq.
- Speakers: James Mottola, CPP, CISM, MS and Genny Ngai, Esq. -
12:10 | Lunch
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1:00 | Valuation Red Flags: Protecting Your Ultra-High Net Worth Clients with Highly Valued Assets - Stefanie Jedra Sollecito, CPA/ABV, ASA, CFE
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1:30 | SLATs, DINGs, and Completed Gift Non-Grantor Trusts – A Comparative Analysis and Practical Guide to Selecting the Right Solution for your Client - Stacey M. Valentine, Esq.
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2:00 | Making Inflexible Trusts Flexible: The Modification, Division, Termination and Decanting of Irrevocable Trusts - Timothy M. Ferges, Esq.
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2:30 | Break
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2:40 | Strategic Influence: Attracting and Retaining Ultra High Net Work Clients - Lauren Paxton, Esq.
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3:10 | Panel: Confidential, Efficient, Effective: Arbitration for Ultra High Net Worth Clients - moderated by A. Jude Avelino, Esq.
- Speakers: Hon. Harry G. Carroll, J.A.D. (Ret.); Anthony J. LaPorta, Esq. and Carolyn N. Daly, Esq. -
4:10 | Adjourn