61ST SEMI-ANNUAL TAX & ESTATE PLANNING FORUM

61ST SEMI-ANNUAL TAX & ESTATE PLANNING FORUM
Presented in cooperation with the NJSBA Taxation Section


Wednesday, June 10, 2009
9:00 AM to 5:00 PM
New Jersey Law Center, New Brunswick / S127-14950


In 1977, NJICLE presented the First Semi-Annual Tax & Estate Planning Forum, designed to provide an opportunity for attorneys, accountants and life underwriters to keep up with changes in this complex area of law. Now more than ever, the ability to meet your clients’ needs is dependent upon your ability to keep up to date with the law, regulations, and available planning techniques. The proper approach to any given situation may be even less clear, and more dependent upon your informed professional judgment.
Join the speakers and your colleagues at this 61st Semi-Annual program. As in past years, the program provides an opportunity to network with your peers and exchange viewpoints on how to resolve today’s most challenging problems.
Explore today’s hottest tax and estate planning topics at this popular semi-annual forum:
• Client Motivations & Goals in the Estate Planning Process
• The Standards for Undue Influence: Shifting the Burden of Proof Through Summary Judgment
• Contingent & Vested Reminders: The Surprising Consequences for Family Members in 
Credit Shelter Trust Planning and Other Trust Arrangements
• Generation Skipping and Other Tax Issues Raised by Vesting Issues
• Recent Estate and Gift Tax Developments
• The Use of Grantor Trusts After Revenue Ruling 2008-22
• The Standard of Care in Estate Tax Planning Malpractice Claims Against Attorneys
• The Estate Attorney’s Fiduciary Duties: New Case Law & Practice Pointers to Avoid Potential Malpractice Liability
…and more

Moderators/Speakers:

JOHN J. MIESOWITZ, ESQ.
Ventura, Miesowitz, Albano, Keough & Warner (Summit)



JOHN L. PRITCHARD, ESQ.
Law Offices of John L. Pritchard, Esq. (Union)


Keynote Presentation by:

KENNETH A. VERCAMMEN, ESQ.
Past Chair, NJSBA Municipal Court Section
Chair, ABA Elder Law Committee
K. Vercammen & Associates (Edison)


Speakers include:
BRENDA L. EUTSLER, ESQ.
Asbell, Kushner & Eutsler, PA (Cherry Hill)


JAY J. FREIREICH, ESQ.
Poe & Freireich, PA (Florham Park)


RICHARD H. GREENBERG, ESQ.
Greenberg & Schulman (Woodbridge)


GLENN A. HENKEL, ESQ. J.D., LL.M., CPA, A.E.P.
Author: “New Jersey Estate Planning Manual: Theory, Practice & Forms” (2007, NJICLE)
Editor & Contributing Author: “Estate & Trust Litigation” (2006, NJICLE)
Editor & Contributing Author: “New Jersey Probate Procedures Manual” (2009)
Kulzer & DiPadova (Haddonfield)


JACK F. MEOLA, ESQ., CPA
Amper Politziner & Mattia (Bridgewater)


ANITA J. SIEGEL, ESQ.
2001 Clapp Laureate
Siegel & Bergman, LLC (Morristown)


M. J. SULLY, ESQ.
Special Counsel
Essex County Surrogate Court (Newark)


STEPHEN K. WARNER, ESQ.
Ventura, Miesowitz, Albano, Keough & Warner (Summit)


For Registration Details, contact : New Jersey Institute for Continuing Legal Education 
 
One Constitution Square, New Brunswick, New Jersey 08901-1520 
Phone: (732)214-8500 Fax: (732)249-0383 • CustomerService@njicle.com

Cost

Tuition fees Reg. Fee Reg. Type

General Tuition (REG) $199.00 REG
NJICLE Season Tickets (STX) 2 Season Ticket(s) STX
MEMBERS, CO-SPONSORING SECTION (COS*) $149.00 COS*
MEMBERS, NJSBA (NJB*) $159.00 NJB*
MEMBERS, NJSBA YLD (YLD*) $149.00 YLD*
Recent admittees (past 2 years) (YL) $169.00 YL
Paralegals (PAR) $129.00 PAR
Law Students (with Student ID) (STU) $50.00 STU
Full Time Judges (JUD) $50.00 JUD
Credit Type
Credit Amount
PAS: 6.0 credits pending
($28 fee for all PA credits)
PAE: 1.0 credits pending
(Included in PA credit fee)
NYP (n/t): 7.0
credits
NYE (n/t): 1.0
credits
CFP
3.0 estate planning; 3.0 investment; 2.0 retirement planning (pending)

DOOR REGISTRATIONS: $219

Advance registration closes at noon of the day preceding the program. After that time you may still register, space permitting, for the Door Registration Fee. PLEASE CALL FIRST to confirm the seminar schedule and space availability.
• NJSBA Member Price – To qualify for this reduced price, you must provide your NJSBA Member# at the time you place your order. If you place your order without providing your NJSBA Member#, you will be charged the regular price

More details at http://www.njicle.com/seminar.aspx?sid=778



New Jersey Institute for Continuing Legal Education is the non-profit continuing education service of: 
The New Jersey State Bar Association Rutgers - The State University of New Jersey, Seton Hall University