A Heckerling 2024 Review and Deep Dive

Date: Wednesday, February 21, 2024
Time: 9:00am - 11:00am
Location: Zoom (online webinar)
Speaker: Glenn Henkel, J.D., LL.M, CPA and Joy Matak, J.D., LL.M


A Heckerling 2024 Review and Deep Dive

** This event will be online/virtual only. Times shown are Eastern. **


Date: Wednesday, February 21, 2024

Time: 9:00 am - 11:00 am

Location: Online (Zoom webinar)




(You must be an Active Member for the 2023-2024 year to take advantage of this offer!)


Please note: There are two (2) registrations to complete in order to attend this meeting. Please see details at the end of document.


The Heckerling Institute on Estate Planning is the nation’s premier educational conference for all estate planning professionals, including attorneys, accountants, wealth management professionals, insurance and investment professionals, elder law and special needs specialists, and more! Every January “the best of the best” meet in Orlando, FL, for four and half intense days of nothing but learning and hearing from the country’s leading experts in the estate planning industry. From tax and non-tax planning issues, to the most comprehensive coverage of everything going on in the estate planning world, to the legal, economic, and political landscape, the best of the best of it is at Heckerling.


This year is rumored to be bigger and better than ever, and once again, the GNJEPC is excited and honored to have none other than Glenn Henkel, J.D., LL.M, CPA and Joy Matak, J.D., LL.M for a very special event for us! This is going to be a “DON’T MISS” event. Glenn and Joy will be taking the hottest topics and recent developments, topics that were to be discussed at Heckerling, and some other special surprises – and they will be presenting (virtually) to the Greater New Jersey Estate Planning Council. For those of you who remember last years 2022 Heckerling Review that Glenn and Joy did – it was one of the best events we had. They did an incredible job of presenting the best of the best planning ideas, and everything else that was “need to know” – and they are going to be doing it even bigger and better this year!


Look at what’s going on in the world today? We have a Presidential election in 2024. The scheduled sunset provision of the Federal Estate Tax lifetime exemption on December 31, 2025 to pre-2018 levels. Attacks on GRAT’s, SLAT’s, Dynasty Trusts, and who knows what else? While there may be a lot of uncertainty – here’s what we are certain of – we’ve got two of the best in the business giving us a comprehensive presentation on the most important information, ideas, and insights that will come out of Heckerling!


Joy Matak, Esq. is a Partner at Avelino Law, LLP in the firm’s Private Client Services practice group. With over two decades of diversified experience as a wealth transfer strategist, Joy has an extensive background in recommending and implementing advantageous tax strategies for multigenerational wealth families, owners of closely held businesses, and high net worth individuals. Adept at navigating the intricate landscape of estate and business succession, Joy crafts customized wealth transfer strategy plans to accomplish even the most complicated estate and business succession goals. She also performs tax compliance work including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to transfer tax planning, asset protection, life insurance structuring, and post-mortem planning. A sought-after resource in her field, Joy frequently shares her insights through speaking engagements for the ABA Real Property, Trust and Estate Law Section; Wealth Management Magazine; the Estate Planning Council of Northern New Jersey; and the Society of Financial Service Professionals. Joy is a regular, monthly contributor to Trusts & Estates magazine and has authored and co-authored articles for the Tax Management Estates, Gifts and Trusts (BNA) Journal; Leimberg Information Services, Inc. (LISI); and Estate Planning Review The CCH Journal, among others, on a variety of topics including wealth transfer strategies, income taxation of trusts and estates, and business succession planning. Joy co-authored a book on the 2017 tax reforms entitled Estate Planning: Estate, Tax and Other Planning after the Tax Cuts and Jobs Act of 2017.


Glenn A Henkel, J.D., LL.M., CPA, is a shareholder in the firm Kulzer & DiPadova. He is a nationally known practitioner, lecturer, and author. If you don’t know him, you should recognize his name as he has presented at Heckerling numerous times. Glenn focuses on sophisticated tax, estate, and wealth transfer planning and strategies, and his particular areas of expertise include complex estate planning, tax-exempt organizations and Probate, Trust and Estate Law. Glen is the co-author (with Steven K. Mignogna and Gerard G. Brew) of the “New Jersey Estate Planning Manual: Theory, Practice & Forms.” He was also one of the key principals on the NJ Bar Association committee to conform the UTC, as adopted by the Uniform Law Commission to New Jersey law. He is a Fellow of the American College of Trust and Estate Counsel (ACTEC), and is a Past Chair of the Real Property, Trust and Estate Law Section and Past Chair of the Taxation Section of the New Jersey State Bar Association. In addition to being an attorney, Glenn is also a Certified Public Accountant, and brings a unique and expert perspective on tax and estate planning. Glenn has been named a Super Lawyer in New Jersey from 2005- 2020 and for many years was distinguished as one of the 100 Top Super Lawyers in New Jersey, and he has also been named to the “Best Lawyers in America” from 2007- 2020. He has been designated as an Accredited Estate Planner by the National Association of Estate Planning Councils in 2006.


This Special Event is going to be a “DON’T MISS EVENT!!!” Make sure you register and attend this special event!


1.  First, register at: https://www.eventbrite.com/e/a-heckerling-2024-review-and-deep-dive-tickets-784765313177   to reserve your ticket and to let us know your CE requirements.

NOTE: If you have not renewed for the 2023-24 season, you will need to purchase a non-renewed member ticket or renew your membership ASAP.

2. Next, please register for the Zoom Webinar at: https://us02web.zoom.us/webinar/register/WN_dymuIhVaSIG_8Y5gXYpqLw  

.3. After you RSVP for the Zoom webinar in step 2, you will be sent a reminder with instructions on how to attend the webinar on the day of the event.

Applications are pending for 2.0 continuing education credits for CFP, NJ CLE, and NJ CPE. If you wish to receive CE credits, you must provide the necessary license information, and you must attend the full course.

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Related Document(s):

See Upcoming Event Calendar