GREATER NEW JERSEY ESTATE PLANNING COUNCIL

The Best Income Tax and Estate Planning Ideas for 2025 and Beyond!

Date: Wednesday, June 25, 2025

Time: 11:30 am – 2:15 pm

LIVE EVENT ONLY!

Location: Bacari Grill (800 Ridgewood Rd; Township of Washington, NJ 07676)

Speaker: Jerome M. Hesch, Esq. (Miami, FL)

It is that time of year again. Every June brings the Greater New Jersey Estate Planning Council’s Annual Special Income Tax and Estate Planning Event! We have never been more excited than for this year’s event and it will be bigger and better than ever!

Here we are. Mid-year 2025… and January 1, 2026, is right around the corner. Sunset? Extension? New? Are these unprecedented times in the world of estate and tax planning. We’ve heard it all – reform, sunset, claw-backs, reduced exemptions, extensions, some carry-over basis, potential attacks on grantor trusts, GRAT’s, and note sales, and more! So what do we do now? Today? And moving forward? How do we plan for our clients? Well, it is now time to hear from the best of the best! The GNJEPC is extremely excited and very proud to have none other than Jerome M. Hesch, live and in-person for this very special event. Jerry is one of the most well-known and leading trust, income tax and estate planning attorneys in the United States. In short, Jerry is one of the most knowledgeable tax, trust, and estate attorneys in the industry, and more importantly, he does planning every single day! He is nationally known for his brilliant mind, creative thinking and problem-solving, and for developing and implementing unique solutions to complex income and estate tax problems. Jerry is truly an expert’s expert as he is called upon by law firms and professionals throughout the country. Now, Jerry is coming to NJ and he is going to present his best thinking, planning ideas, strategies and techniques, that he using today!

About Jerry: Jerome M. Hesch, is one of the leading trust, income tax and estate planning attorneys in the United States. He is a member of Meltzer, Lippe, Goldstein & Breitstone, LLP, in their Boca Raton, Florida office, and is Special Tax Counsel to Oshins & Associates in Las Vegas, Nevada. Jerry also serves as an income tax and estate planning consultant for lawyers and other tax and estate planning professionals throughout the country. Jerry is also the Director of the Notre Dame Tax and Estate Planning Institute, and serves on the Bloomberg Tax Management Advisory Board, and is a Fellow of both the American College of Trusts and Estates Council (ACTEC), and the American College of Tax Council. Jerry is also a member of the NAEPC Hall of Fame and has received the Lenard Silverstein Lifetime Achievement Award from Bloomberg Tax. He has published numerous articles, Tax Management Portfolios, and co-authored a law school casebook on Federal Income Taxation, now in its Fifth Edition. Jerry has presented on the national stage and in national forums for many years, including the University of Miami Heckerling Institute on Estate Planning, the University of Southern California Tax Institute, the Southern Federal Tax Conference, and the New York University Institute on Federal Taxation, among many others. He has participated in several Bar Association projects, including the Drafting Committee for the Revised Uniform Partnership Act. Jerry received his BA and MBA degrees from the University of Michigan, and a JD degree from the University of Buffalo Law School.  He was with the Office of Chief Counsel, Internal Revenue Service, in Washington, D.C., and was a full-time law professor, teaching at the University of Miami School of Law and the Albany Law School, Union University, for twenty years. Jerry continues to teach as an adjunct law professor and has taught for Vanderbilt University Law School, University of Miami School of Law Graduate Program in Estate Planning, University of Buffalo School of Law, Florida International School of Law, On-Line LL.M. Programs for University of San Francisco Law School and Boston University School of Law. In addition, he was the Director of the Graduate Program in Estate Planning at the University of Miami for over ten years.

This is going to be a DON’T MISS event! You will hear the best of the best, from one of the best, and you will leave this event with great ideas you will never hear elsewhere, and knowing how you can advise and plan for our clients. Come here the best ideas, strategies, and techniques for tax, trust, and estate planning, from one of the best in the country!

REGISTRATION INSTRUCTIONS:

Please register at:  https://www.eventbrite.com/e/the-best-income-tax-and-estate-planning-ideas-for-2025-and-beyond-tickets-1378217970049?aff=oddtdtcreator to reserve your ticket and to let us know your CE requirements. 

NOTE: If you did not renew for the 2024-2025 year, you will need to purchase a Non-Renewed Member ticket for this event.

Applications are pending for 2.5 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. CE credits from the NJ Department of Banking and Insurance will not be applied for unless the event predominantly covers insurance (which is required for the event to be eligible for CE credit).