Past Events

October 16, 2019 Securing Your Next Generation Of Business…How and Why To Do Business With Millennials
Douglas A. Boneparth, CFP, MBA
September 18, 2019 A Capital Markets & Economic Overview For 2020 And Beyond
Paul Robertson, Senior Vice-President, Senior Portfolio Manager, Senior Investment Strategist; AllianceBernstein, NY, NY
June 19, 2019 The Very Best Tax Planning Opportunities and Ideas For 2019 and Beyond!
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA
May 8, 2019 What’s Hot and What’s Not in Financial Planning, Estate Planning, Business Planning, Life Insurance Planning, and More!
Alan Davidson, Esq.; Davidson, Ragsdale, Sochor & Cohen; Elmwood Park, NJ
April 17, 2019 When Life Does Not Go As Planned...
Mariel Hufnagel, Executive Director of The Ammon Foundation
April 4, 2019 Financial and Estate Planning topics – a panel discussion.
Speakers will be legal, tax and investment professionals who are members of the sponsor, Greater New Jersey Estate Planning Council, Inc.
April 1, 2019 Financial and Estate Planning topics – a panel discussion.
legal, tax and investment professionals who are members of the sponsor, Greater New Jersey Estate Planning Council, Inc.
March 13, 2019 Charitable Strategies – How To Open The Conversation With Your Clients/Prospects, And How To Incorporate Philanthropic Planning Into Your Practice
Paul Hansen, CFP, ChFC, CLU, CAP; Morgan Stanley, Short Hills, NJ; NY, NY
February 13, 2019 Asset Protection...The Ultimate IPO (Inheritance Protection Offering)
Kenneth R. Cohen, Esq.; Davidson, Ragsdale, Sochor & Cohen; Elmwood Park, NJ; Dean G. Sutton, Esq.; Sparta, New Jersey
January 23, 2019 The FIRST and BEST Review of The 2019 Heckerling Institute on Estate Planning
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
November 7, 2018 Section 199A, Planning For 2018 And Beyond, and Life Insurance
Martin Shenkman, Esq.
October 10, 2018 A Real "What’s New" On Retirement Planning, IRA’s, and Distribution Planning – Including Back-Door Roth IRA’s, War Stories, What To Avoid, and More!
Leonard Witman, Esq.
September 12, 2018 A Capital Markets and Economic Outlook For 2019 and Beyond
Matthew Palazzolo, Sr. Portfolio Manager, Alliance Bernstein
August 1, 2018 Greater New Jersey Estate Planning Council Cocktail Party
June 13, 2018 A New Paradigm, And A New Mindset In Estate Planning
Thomas C. Rogerson, Family Integrated Wealth Solutions, Boston, MA
May 23, 2018 What’s Hot and What’s Not . . . In Estate Planning, Life Insurance, Financial, Elder, and Business Planning
Alan Davidson, Esq., Partner, Davidson, Sochor, Ragsdale & Cohen, LLC
April 25, 2018 STEP OUT of your comfort zone and take your practice to the next level...
David Alan Kogut, Peak Performance Strategist
March 14, 2018 Financial and Elder Abuse: Protecting our elderly, senior, and aging clients from the known, the unknown, and the likely and sometimes unlikely predators
Elizabeth Loewy, Co-Founder and General Counsel, EverSafe, Columbia, MD and New York, NY. Former Chief, Financial and Elder Abuse Unit, Manhattan/New York County District.
February 14, 2018 A Review of The Best of The 2018 Heckerling Institute on Estate Planning
Martin Shenkman, Esq. and Richard Greenberg, Esq.
January 17, 2018 The Ultimate in Planning for the Business-Owner Client
Peter Dolgoff and John Canavan
November 8, 2017 The Art of Decanting, and NJ which doesn’t have a decanting statute – opportunities and options for professionals and clients
Raymond C. Radigan
October 18, 2017 What’s New In Retirement/Distribution Planning and Roth IRA’s for 2017 and Beyond…Using Trusts with Retirement Plan Assets
Leonard Witman, Esq.
September 13, 2017 A Capital Markets and Economic Outlook
Paul Robertson, Sr. Portfolio Manager, Alliance Bernstein
June 14, 2017 The Best Estate and Tax Planning Ideas...And How to Explain Them and Get Clients to Implement Them
Jerome M. Hesch, Esq.
May 10, 2017 What’s Hot and What’s Not . . . In Estate Planning, Life Insurance, Financial, Elder, and Business Planning
Alan Davidson, Esq., Partner, Davidson, Sochor, Ragsdale & Cohen, LLC
April 19, 2017 Are Your Clients Leaving NJ, NY, CT to Take Themselves and Their Trusts to Warmer Tax Climates?
BACHIR P. KARAM, ESQ., Special Counsel at Sullivan & Cromwell, LLP in New York City
March 8, 2017 The "Other Side" of Estate Planning....Legacy Planning....What is it...Why it's Important...How to Live and Leave your Legacy
Dr. Richard Orlando, Ph.D.; Founder and CEO of Legacy Capitals, LLC; Princeton, NJ and New Hope, PA
February 8, 2017 Heckerling Review – A Review of the 2017 Heckerling Institute on Estate Planning...Section 2704 Regulations, discounts on wealth transfers, President Trump, what's new, what's next? (Lunch Meeting at Seasons)
Martin M. Shenkman, Esq.; Martin M. Shenkman, P.C. & Richard Greenberg, Esq.; Greenberg & Schulman
January 18, 2017 The NJ Uniform Trust Code…what is really new, what has really changed...and what does it mean for us and our clients
Andrew J. Cevasco, Esq.; Partner, Archer Law (formerly Archer & Greiner), Hackensack, NJ
November 9, 2016 Creative Education Planning For The High-Net-Worth and Estate Planning Client
Hugh McDonald, President; Atlantic College Planning, Inc.; Parsippany, NJ
October 5, 2016 What’s New In Retirement/Distribution Planning and Roth IRA’s for 2016 and Beyond…Using Trusts with Retirement Plan Assets
Lenny Witman, Esq.; Witman Stadtmauer, P.A., Florham Park, NJ
September 29, 2016 Greater New Jersey Estate Planning Council Cocktail Party
September 14, 2016 A Capital Markets and Economic Outlook for 2016 and Beyond, and “The Election”
Mr. Paul Robertson, Senior Portfolio Manager, Bernstein's Global Wealth Management Private Client Investment Policy Group; Bernstein Global Wealth Management, NY, NY
June 8, 2016 Special Estate Planning Breakfast Event
Samuel A. Donaldson, J.D., LL.M., Professor Georgia State University Law School / Special Counsel Perkins Coie, LLP
May 11, 2016 WHAT’S HOT AND WHAT’S NOT IN ESTATE, FINANCIAL, BUSINESS, INSURANCE, AND ELDER LAW PLANNING
Alan Davidson, Esq., Partner, Davidson, Sochor, Ragsdale & Cohen, LLC
April 20, 2016 Charitable Planning in the New Estate Planning World – why you must include charitable planning into your practice and your planning process
Jacqueline Valouch, J.D.; Vice President, Charitable Planning Consultant, Fidelity Investments/Fidelity Charitable
March 9, 2016 The Softer Side of Estate Planning – Intra-Generational and Intra-Family Planning, Family Governance and Dynamics – how to “transfer” more than just assets
Thomas C. Rogerson; Managing Director, Wilmington Trust Corporation
February 10, 2016 Heckerling Review – A Review of the 2016 Heckerling Institute on Estate Planning/University of Miami Law School
Richard Greenberg, Esq.; Greenberg & Schulman; Martin M. Shenkman, Esq.; Martin M. Shenkman, P.C.
January 20, 2016 NEW JERSEY ELDER CARE AND SPECIAL NEEDS PLANNING UPDATE - What's New, Recent Developments
Crystal West Edwards & Regina M. Spielberg, Esqs. - Schenck, Price, Smith & King, LLP
December 9, 2015 Retirement Planning Ideas You Might Never Have Thought Of
Leonard J. Witman, Esq.
November 11, 2015 Learning about Long Term Care ... LTC 101 – The Basics
Richelle Collazo, CLTC, LTCP, Regional Vice President - Long Term Care Insurance and Linked Benefit, Genworth Financial
October 21, 2015 Recent Developments and What’s New in Valuations and Valuation Discounts
Mark E. Lingerfield, ASA; Partner, MPI Business Valuation and Advisory; Princeton, NJ and NY, NY
September 9, 2015 A Capital Markets and Economic Outlook . . . what lies ahead for the capital markets and the economy, for 2016 and beyond
Mr. Paul Robertson, Senior Portfolio Manager, Bernstein/Alliance Bernstein; Member, Bernstein Private Client Investment Policy Group; Bernstein Global Wealth Management, NY, NY
June 3, 2015 The Best Estate Planning Strategies and Techniques for 2015 and Beyond: Running the Basis
Paul S. Lee, J.D., LL.M; Managing Director, Senior Regional Wealth Advisor, The Northern Trust Company, NY, NY
May 13, 2015 What's Hot and What's Not…..In Estate Planning, Life Insurance and Financial Planning (2015)
Alan Davidson, Esq. Partner, Davidson, Sochor, Ragsdale & Cohen, LLC
April 22, 2015 Using Another State’s Trust Laws to Enhance your Practice (WEBINAR)
Steve Oshins, Esq. & Brian Simmons, CFP®
March 11, 2015 End of Life Strategies from Elder Law to Hospice
Gary Garland, Esq. Certified Elder Law Attorney (Manalapan, NJ) & Dr. Charles Vialotti, Hospice Director Villa Marie Claire (Saddle River, NJ)
February 11, 2015 Heckerling Review - A Review of 2015 Heckerling Institute on Estate Planning / University of Miami Law School
Richard Greenberg, Esq. & Martin M. Shenkman
January 21, 2015 Charitable Lead Trusts -- The Most Overlooked, and Most Powerful Gift & Estate Planning Technique
Richard S. LeVine, Esq. / Withers Worldwide, New Haven, CT/ New York, NY
December 10, 2014 Business Succession Planning and Buy/Sell Agreements
Gianfranco A. Pietrafesa, Esq. / Archer & Greiner, P.C.
November 12, 2014 Retirement/Distribution Planning and Roth IRA's for 2014, 2015 and Beyond
Leonard Witman, Esq. / Witman Stadtmauer, P.A. (Florham Park, NJ)
October 23, 2014 Estate Planners Day 2014 - Estate Planning Council of Bergen County, Inc
Jeffrey N. Pennell, J.D.
October 8, 2014 The "First Asset Protection" Every Client Must Do…Property/Casualty Insurance for the High Net-Worth, Affluent Estate Planning Client
Suzanne Pagonis & John Pullara
September 10, 2014 A Capital Markets and Economic Outlook… What Lies Ahead for the Capital Markets and the Economy, for 2015 and Beyond
Paul Robertson, Senior Portfolio Manager / Member Bernstein Global Wealth
June 11, 2014 SPECIAL YEAR-END EVENT - The Best Estate Planning Techniques and Strategies for 2014 and Beyond with JONATHAN BLATTMACHR, ESQ
JONATHAN BLATTMACHR, ESQ
May 14, 2014 “WHAT’S HOT AND WHAT’S NOT” IN ESTATE, FINANCIAL, BUSINESS AND ELDER LAW PLANNING
Alan Davidson, Esq. Partner, Davidson, Sochor, Ragsdale & Cohen, LLC
April 16, 2014 The Paradigm Shift In Estate Planning: The ATRA Math Planning After The American Tax Relief Act
Paul S. Lee, J.D., LLM National Managing Director, Bernstein Global Wealth Management
March 5, 2014 Macro-Economic Estate Planning -- Considerations in the Use of Life Insurance in the Estate Plan
Vincent D'Addona, REC, CLU®, ChFC, CFP®, MSES, AEP®
February 19, 2014 A Heckerling Review - a review of the 2014 Heckerling Institute on Estate Planning/Univ of Miami
Richard Greenberg, Esq., Greenberg and Schulman & Martin M. Shenkman, Esq. Martin M. Shenkman, P.C.
January 8, 2014 US Estate and Gift Taxation of Non Resident Aliens
Kevin Matz, Esq. / Kevin Matz & Associates PLLC
December 11, 2013 Understanding Social Security - Helping to Secure Your Clients' Retirement, and Transforming Social
Chad Terry, Director, CFP© / BlackRock
November 6, 2013 Retirement Distribution Planning and Roth IRA Planning for 2013 and 2014, and Beyond
Leonard Witman, Esq. - Partner Witman Stadtmauer, PA
October 16, 2013 From Romance to Ruin....Estate Planning Issues Before, During and After Divorce
Patricia M. Barbarito and Gary R. Botwinick, Esqs. Einhorn, Harris, Ascher, Barbarito & Frost, P.C.
September 11, 2013 A Capital Markets and Economic Outlook
Paul Robertson, MBA Bernstein Global Wealth Management
June 12, 2013 ANNUAL SPECIAL EVENT
Joshua S. Rubenstein National Head of the Trust & Estate Practice Group Katten Muchin Rosenman LLP
May 8, 2013 What's Hot and What's Not 2013
Alan Davidson, Esq. Partner, Davidson, Sochor, Ragsdale & Cohen, LLC
April 17, 2013 A General Tax Update - And The New Jersey Estate Tax and Portability
Richard Greenberg, Esq. - Greenberg and Schulman
March 13, 2013 Estate Planning For Same Sex Marriages, Domestic Partners, Civil Unions and Non-Traditional Families
Debra E. Guston, Managing Partner, Guston and Guston, LLP
February 13, 2013 Planning for Chronic Illness -- Followed by 2013 Heckerling Review
Martin M. Shenkman, CPA, MBA, PSF, AEP®, JD
January 9, 2013 Long Term Care for the Affluent High Net Worth Client
Alan La Belle, CSA & Eric W. Dean, MBA, CLTC
December 12, 2012 Estate Planning Essentials and Annuities
Kurt Kauffman, JD, LL.M
November 14, 2012 Retirement Distribution Planning and Roth IRA Planning for 2012, 2013 and beyond
Leonard J. Witman, Esq. Managing Partner, Witman Stadtmauer, PA
October 25, 2012 Estate Planners Day 2012
Stacy Eastland, AEP - Managing Director, Goldman Sachs & Company (Houston)
October 10, 2012 Charitable Lead Trusts - The time has truly come...
John M. Elias, Esq. - Elias Sellitti LLC, Florham Park, NJ
September 12, 2012 A Capital Markets and Economic Outlook . . . Looking Beyond the Recession
Darrell L. Cronk, CFA
June 13, 2012 What's Hot and What's Not in Estate Planning for 2012
Alan Davidson, Esq. Partner, Davidson, Sochor, Ragsdale & Cohen, LLC
May 23, 2012 EPCNNJ EVENT - The Art of Donating Your Cake to Your Family and Eating it Too
Stacy Eastland, Esq - Managing Director, Goldman Sachs & Company
May 9, 2012 Estate Planning Through An Asset Protection Lens and Using Flexible Trusts
Gideon Rothschild, J.D., C.P.A.
April 11, 2012 The Fine Art of Designing Estate Planning Tools & Techniques/Psychological Side of Estate Planning
Paul Hood Esq. - Law Offices of Paul Hood, Estate Planning Consultant
March 20, 2012 FPANJ Dinner Meeting - Discovering Memory Power / Knock out Networking
M. Goerke / M. Goldberg, CSP
March 14, 2012 Financial and Planning Issues For The Female Client
Susan Hirshman, CFA, CPA, CFP of SHE Ltd.
February 15, 2012 FPANJ Event - "The Hidden Secrets of Veterans Benefits
*See attached flyer for details
February 8, 2012 Non-Qualified Executive Benefits/Business Planning & Life Insurance Inside a Qualified Plan
Mark A. Teitelbaum, Esq. (JD, LLM) , Vice President, Advanced Markets AXA Distributors
January 11, 2012 Elder Law and Elder Care Planning -- A Practical Overview
Peggy Sheahan Knee, Esq. of The Knee Law Firm
December 14, 2011 Retirement Accumulation and Distribution Planning - The Preservation Trust
Leonard J. Witman, Esq. Managing Partner, Witman Stadtmauer, PA
November 9, 2011 Charitable Planning...Why you need and how to incorporate Charitable Planning into your practice
Panel Discussion
October 26, 2011 FPANJ October 26th Conference
Various See Below
October 20, 2011 Bergen County Estate Planners Day
Conrad Teitell, Esq. Cummings & Lockwood LLC
October 12, 2011 Special Needs Planning and Special Needs Trusts
Panel Discussion: Regina Spielberg, Esq. & Erin Sunday
September 14, 2011 Q3 Investment Themes & Market Outlook
Hans Olsen, CFA , Head of Americas Investment Strategy, Barclays Wealth
June 8, 2011 Estate Planning Strategies During the 2011-2012 Window
Jerome A. Deener, Esq. Partner, Fox Rothschild LLP
May 11, 2011 What's Hot and What's Not
Alan Davidson, Esq., Partner Davidson Sochor Ragsdale & Cohen LLC
April 13, 2011 The Beneficiary Controlled Dynasty Trust: Creditor Protection and Estate Tax Savings
Steve Oshins, Esq., Partner, Law Offices of Oshins & Associates
March 9, 2011 Estate Planning and Divorce - A Good Marriage?
Peter J. Bakarich, Jr., Esq. from the firm of Shoobe & Bakarich P.C. and Gale B. Weinberg, Esq.
February 9, 2011 A Heckerling Review - from the Heckerling Institute on Estate Planning, January 2011, Orlando, FL
Richard Greenberg, Esq. of Greenberg & Schulman, and Marty Shenkman, Esq., Martin M. Shenkman, P.C.
January 12, 2011 EVENT CANCELLED DUE TO SNOW FORECAST
December 8, 2010 Beyond the Basics - Tax and Retirement Planning for Business Owners
Jeff Wilt, CLU, VP Pacific Life Ins and Bill Bell, JD Dir of Adv Markets, Pacific Life Ins
November 10, 2010 Risk Management for the High Net Worth Client
Suzanne Pagonis, VP Private Client Grp, Willis and Gina Teresi, VP Private Client Grp, Chartis
October 13, 2010 Distribution Planning from Qualified Retirement Plans and IRAs
Leonard J. Witman, Esq.
September 15, 2010 Where Do We Go From Here? Beyond the Great Recession
Darrell L. Cronk, CFA Senior Director of Investments, Wells Fargo Private Bank
June 9, 2010 Estate Planning in 2010
Jonathan Blattmachr, Esq.
May 12, 2010 What's Hot and What's Not
Alan Davidson, Esq.
March 10, 2010 An Introduction to Life Settlements and the Current Landscape
Alex Sirtokin, JD CEO of Integrity Life Solutions
February 10, 2010 EVENT CANCELLED DUE TO SNOW FORECAST
January 13, 2010 The Taxation of Art and Collectibles Revisited.
Ralph Lerner
December 9, 2009 “Estate Planning Without a Net. Toxic Assets, Deflation, Low-Interest Rates and
Ted Kurlowicz the American College
November 11, 2009 Valuations - Valuations of Family Limited Partnerships, Family Limited Liability Companies, etc.
Linda B. Trugman, Vice President of Trugman Valuation Associates, Inc.
October 14, 2009 The 10 Major Errors in Planning for Retirement Benefits - The Do's and Don't's for Retirement Planni
Bruce D. Steiner, Esq
October 14, 2009 Not Specified
September 16, 2009 The Economy
Richard L. N. Weaver
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