What’s New In Retirement/Distribution Planning and Roth IRA’s for 2016 and Beyond…Using Trusts with Retirement Plan Assets

Date: Wednesday, October 5, 2016
Time: 8:00am - 10:30am
Location: Bacari Grill - Washington Township, NJ
Speaker: Lenny Witman, Esq.; Witman Stadtmauer, P.A., Florham Park, NJ

Please note this is a BREAKFAST meeting.  Doors will open at 8 a.m.


The Greater New Jersey Estate Planning Council is excited to welcome back Leonard Witman, Esq. This annual event has long been one of our most popular. Retirement and Distribution Planning -- is becoming more of a focal point for most professionals, and clients as well. If it hasn't become more important in your practice -- it should! Come hear from the best -- Mr. Witman is a nationally known lecturer, author, and expert in Retirement and Distribution Planning and Estate Planning. He will cover what's new, what’s hot, and what’s not, in Retirement and Distribution Planning, Roth IRA’s, and using trusts with Retirement Plan assets. Mr. Witman will also share some new planning ideas that you may never have thought of. Bring your questions as Mr. Witman is truly an expert's expert. This is assured to be a very interesting and informative event – one you don’t want to miss!



Leonard J. Witman is a nationally noted lecturer and author in the tax, estate and elder law planning and deferred compensation fields. He is the senior tax partner in the law firm of Witman Stadtmauer, P.A. located in Florham Park, New Jersey. Mr. Witman is a graduate of Rutgers College and New York Law School, and is a member of the New York and New Jersey Bars. He is the New Jersey State Chair of the American College of Trust and Estate Counsel (ACTEC) and a Fellow of the American College of Employee Benefit Counsel. He serves as an adjunct professor of law at Seton Hall Law School, Rutgers University and Fairleigh Dickinson University Graduate Business Schools. He formerly was a tax law specialist, instructor and lecturer with the Internal Revenue Service in the Employee Plans and Exempt Organizations Division.

Mr. Witman is a former Chairman of the New Jersey State Bar Association Taxation Committee. He has written extensively for many tax periodicals including the Journal of Taxation, CLU Journal, Medical Economics, Prentice Hall, and CCH and is the author of two books: Retirement Planning Techniques and Roth IRAs. In addition, he is a member of the editorial board of the Practical Accountant and is frequently quoted in financial columns in the New York Times, the Wall Street Journal, CNBC and on CBS News. For the past two decades, he has been annually listed in “Best Lawyers of America”, “Best Lawyers in the New York Metropolitan Area” and “NJ Super Lawyer”. 


Continuing Education:
 2.0 Credits NJ CLE - What's New in Retirement/Distribution and Roth IRA's for 2016 and Beyond
“This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.0 hours of total CLE credit. Of these, 0.00 qualify as hours of credit for ethics/professionalism, and  0.00 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.”
 2.0 Credits - CFP “What's New in Retirement/Distribution Planning and Roth IRAs for 2016 and Beyond” (Program ID 231367)
2.0 Credits NJ INS Course #88898308 Retirement and Distribution Planning - 2016 Update (General / Classroom)
2.0 Credits NJ CPE What's New in Retirement / Distribution Planning and Roth IRAs for 2016 and Beyond.... Using Trusts with Retirement Plan Assets. 


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