77th Semi-Annual Tax & Estate Planning Forum

Events
- Event Details

Closed

Format/Skill Level:

Meeting

Location:

New Jersey Law Center
1 Constitution Sq. New Brunswick, NJ 08901

Date:

June 5, 2017

Time:

9:00 AM - 5:00 PM ET

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NJSBA & NJSBA Section/Committee members are eligible for
special discounts - login to see your discounted rate for this program.

Presented in cooperation with the NJSBA Real Property, Trust & Estate Law Section, NJ Sharing Network, LEAP, RotenbergMeril, and PKF O’Connor Davies, LLP.

List Price: $230.00 USD

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Moderator/Speaker:
John J. Miesowitz, Esq. Ventura, Miesowitz, Keough & Warner, PC (Summit)
John L. Pritchard, Esq. Author, Pritchard's New Jersey Estate and Trusts - Statutes, Annotations and Commentary (NJICLE) Law Offices of John L. Pritchard (Union)
Speakers include:
Robert I....

Moderator/Speaker:
John J. Miesowitz, Esq. Ventura, Miesowitz, Keough & Warner, PC (Summit)
John L. Pritchard, Esq. Author, Pritchard's New Jersey Estate and Trusts - Statutes, Annotations and Commentary (NJICLE) Law Offices of John L. Pritchard (Union)
Speakers include:
Robert I. Aufseeser, Esq. Ansell Grimm & Aaron, PC (Ocean)
Elaine M. Cohen, Esq. Witman Stadtmauer (Florham Park)
Andrew J. DeMaio, Esq. Neff Aquilar, LLC (Red Bank)
Mark R. Friedman, Esq. Legislative Coordinator, NJSBA Elder & Disability Law Section FriedmanLaw (Bridgewater)
Richard H. Greenberg, Esq. Past Chair, NJSBA Real Property, Trust and Estate Law Section Past Chair, NJSBA Taxation Section 2011 Clapp Laureate Greenberg & Schulman (Woodbridge)
Martin D. Hauptman, Esq. Mandelbaum Salsburg (Roseland)
Bruce E. Mantell, Esq. Past Chair, NJSBA Taxation Section 2004 NJICLE Distinguished Service Award Recipient Mantell Price and Reynolds, PC (New Providence)
Lori M. McNeely, Esq. McNeely McGuigan & Esmi, LLC (Moorestown)
Jack F. Meola, Esq. EisnerAmper, LLC (Iselin)
Christine H. O'Donnell, Esq. Law Office of Christine O'Donnell (Jackson)

About The Program:

Once again, a panel featuring some of New Jersey’s top experts will address both the newest developments, and the recurring practice problems, which make this such a fascinating area of the law.

Program Agenda:
8:15	Continental Breakfast and Registration
9:00	Announcements
9:05	Keynote Presentation: Firearms as Estate Assets: Issues of Planning, Administration, and Potential Liability of the Fiduciary - Elaine M. Cohen, Esq.
9:35	When Are the Statements of the Decedent Admissible into Evidence in Estate Litigation? - Robert I. Aufseeser, Esq.
10:05	An Overview of the New Detailed Court Rules on Guardianships under R. 4:86, and How They Will Affect Practitioners and Guardians - Christine H. O'Donnell, Esq.
10:35	Break
10:50	The Negotiation of Charitable Gifts for Naming Privileges, Rights of Reversion and More - John L. Pritchard, Esq.
11:20	Estate Tax Update: From the the Proposed 2704 Regs to the Very Existence of the Federal Estate Tax - Richard H. Greenberg, Esq.
12:20	Luncheon
1:00	Seven Years of Portability: What Have We Learned, What Are We Still Learning, and Where Are We Going? - Bruce E. Mantell, Esq.
1:30	The Shift from Tax avoidance to Asset Protection in Estate Planning - John J. Miesowitz, Esq.
2:00	Don't Get Your Trust Busted: Drafting Special Needs Trusts in Light of New Jersey's Trustbuster Statute, NJS 30:4D-6(f) - Mark R. Friedman, Esq.
2:30	Break
2:45	The Forgotten Tax: The Estate of Mary Van Riper v. Director, N.J.Tax (Feb. 23, 2017), and Planning for the New Jersey Inheritance Tax - Martin D. Hauptman, Esq.
3:15	Making it Stick: Choosing the Right Parties to Trust Litigation and Non-Judicial Settlements Under the New Jersey Uniform Trust Code: NJS 3B:31-11 Through NJS 3B:31-17 - Andrew J. DeMaio, Esq.
3:45	Social Security Issues in Estate Planning - Jack F. Meola, Esq.
4:15	Defensive Estate Planning to Avoid Litigation and Claims Against the Attorney - Lori M. McNeely, Esq.
5:00	Adjourn

CLE Credits:
NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 7.9 hours of total CLE credit.
NJ CLE:	This program has been approved for 7.9 credits (50 minute hour)
PA CLE:	6.5 substantive credits pending ($28 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (t&nt):	8.0 professional practice credits
CPE:	8.0 taxation credits

Door Registration: $250
ICEST012717

Would you like to fax your registration to us? Click here for PDF registration form.
Group Registrations: Interested in registering a group for this program? Click here for a PDF order form.
CANCELLATION POLICY: If you register & cannot attend, please notify NJICLE in writing up to 24 hours before the program to be eligible for a refund (less $20 processing fee) or, use your payment as credit toward another purchase within the next year. (Credit will expire one year from order date.)

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