Past Events

November 19, 2024 Nuts and Bolts of Wrongful Death and Personal Injury
Craig M. Aronow, Esq. & Rachel E. Holt, Esq.
September 19, 2024 Corporate Transparency Act - Law and Compliance
Deirdre R Wheatley-Liss, Esq.
May 1, 2024 Estate Planning For Digital Assets in New Jersey
Andrew J. DeMaio, Esq.
March 7, 2024 Business Succession at Its Best
William J. McDevitt, CPA, CVA
January 24, 2024 2024 Heckerling Update: Case Law Controls (With a Couple of Critical Rulings)*
Richard H. Greenberg, Esq.
November 29, 2023 Medicaid Math and Long Term Care Planning
Ryann M. Siclari, Esq., LL.M, CELA
October 26, 2023 Insurance Solutions to Evolving Economic and Demographic Trends
Gonzalo M. Garcia, CLU
September 12, 2023 Sex, Drugs & Rock 'N Roll: Family Business/Wealth Lessons From Metallica
Jeff Savlov, ACFBA
March 9, 2023 Ethical Issues For Estate Planners
Anita J. Siegel, Esq.
January 26, 2023 Heckerling Institute Update
Richard H. Greenberg, Esq.
November 29, 2022 Secure Act 2.0 and Retirement Planning Strategies
Leonard J. Witman, Esq.
October 19, 2022 Emerging Issues with Crypto, NFTs and Estate Planning
Frazier Rice
September 15, 2022 Probate Wars: The Symbols of Prince
Russell J. Fishkind, Esq.
June 1, 2022 GMSEPC & EPCNNJ Estate Planning Council Networking Event
May 4, 2022 What to Look For in Your Clients' Estate Planning Documents
Michael K. Feinberg, Esq.
March 9, 2022 What Attorneys, Trustees & Financial Advisors Need to Know About "Decision Support Material"
Steven S, Zeiger, CEBS, TEP
January 26, 2022 Non-Heckerling Update - Highlights of What Didn't Happen in Washington & Orlando
Richard H. Greenberg, Esq.
December 8, 2021 Your Own Personal CISO - Cybersecurity Insights For Your Firm, Yourself and Your Clients
Brian Edelman, CEO
November 3, 2021 Undue Influence: Considerations For the Estate Planning Team
Christine Socha Czapek, Esq.
September 14, 2021 Cryptocurrency Enforcement - Hot Topics & Compliance Matters
Walter Pagano CPA & Thomas V. Cardinale CPA
May 12, 2021 Heckerling Institute Update
Richard Greenberg, Esq.
March 10, 2021 Staying Out of Trouble: Duties & Problems Surviving as a Trustee
Kimberly Starr Snavely, Marie Tormey, Michael Foncannon, Kelli Christensen & Jodi B. Friend
January 28, 2021 Top Ten Estate Planning Lessons From Recently Deceased Celebrities
Eido M. Walny, J.D. AEP, EPLS
December 2, 2020 Giving In Time of Urgent Need
Jeffrey Haskell, Chief Legal Officer and Robyn Calisti Hullihan, Sr. Philanthropic Director, Foundation Source
November 4, 2020 Residency & Related Tax Issues
Joseph Scorese, Esq., Sills Cummis & Gross P.C.
October 21, 2020 Are You Camera Ready?
Teresa Easler
September 10, 2020 The Secondary Market For Life Insurance
Jack Elder, Vice President, Coventry
June 26, 2020 Annual Meeting
May 7, 2020 Cancelled meeting - Residency and Related Tax Issues
Joseph Scorese, Esq.
March 11, 2020 CANCELLED MEETING - Duties and Problems as a Trustee
Kimberly Snavely, Marie Tormey, Jodi Friend, Michael Foncannon & Kelli Christensen
January 30, 2020 Heckerling Estate and Gift Tax Update
Richard H. Greenberg, Esq.
December 5, 2019 Estate Planning for the Modern Family
William Singer, Esq.
November 6, 2019 NJ Programs for the Elderly, Seniors & Disabled
Gwen Orlowski, Esq.
September 11, 2019 Advanced Social Security Income Maximization Strategies
Ash Ahluwalia, MBA, CFP, NSSA, CSSCS
May 2, 2019 NJ Death Tax Update
Mike B. Rosen, Chief Auditor
March 13, 2019 Special Education Issues Faced by Families with Special Needs Children
Hillary D.Freeman, Esq.
January 31, 2019 Heckerling Estate and Gift Tax Update
Richard H. Greenberg, Esq.
November 29, 2018 Fiduciary Litigation
Steven K. Mignogna, Esq. & Melissa Osorio Dibble, Esq.
October 24, 2018 Divorce and Estate Planning
Gary R. Botwinick, Esq.
September 13, 2018 Demystifying Life Insurance: What Every Estate Planning Professional Needs to Know
John J. Doolan, MBA, RFC
May 3, 2018 Medicaid Planning Update
Michael K. Feinberg, Esq.
April 5, 2018 New Jersey Firearms Laws
Louis P. Nappen, Esq.
February 8, 2018 Heckerling Estate and Gift Tax Update
Richard H. Greenberg, Esq.
November 30, 2017 Dead & Buried - The Laws Concerning Funerals
Mark Samuel Ross, Esq.
October 24, 2017 Retirements Benefits Update
Leonard J. Witman, Esq.
September 26, 2017 Update on the New Jersey Uniform Trust Code
Andrew J. De Maio, Esq.
May 11, 2017 Estate and Gift Tax Valuations Update
Lance S. Hall, ASA
March 16, 2017 Section 1031 Exchanges - Beyond Net Lease
Tom Georges
January 26, 2017 2017 Heckerling Institute Update
Richard H. Greenberg, Esq.
December 1, 2016 Charitable Planning in the Current Tax and Economic Environment
Anita J. Siegel, Esq.
October 26, 2016 Planning For Digital Assets
Andrew DeMaio, Esq.
September 15, 2016 New Jersey Uniform Trust Code – The New Legislation and Your Practice
Gerard G. Brew, Esq.
May 12, 2016 Update On Elder Law and Long Term Care Planning
Michael Feinberg, Esq.(Greenbaum, Rowe, Smith & Davis, LLP)
May 4, 2016 FPANJ Spring Conference
See attached
March 16, 2016 Tips for Preparing New Jersey Estate and Inheritance Tax Returns
Allison Sheppard
January 28, 2016 Updates With Tidbits From Heckerling
Richard Greenberg, Esq. (Greenberg & Schulman)
November 19, 2015 Retirement Planning Ideas You Have Not Considered
Leonard Witman, Esq. (Witman Stadtmauer, P.A.)
October 21, 2015 Religion and Estate Planning
Martin Shenkman, Esq.
September 30, 2015 Strategies to Maximize Social Security Benefits
Ash Ahluwalia (National Social Security Partner's LLC)
June 9, 2015 Protecting Property from Creditor Claims
Lawrence J. Gorman, Esq & Gregory J. Weinig, Esq.
May 13, 2015 Business Valuations
Mark Lingerfield, ASA
March 12, 2015 Trusts: Delaware vs South Dakota
PNC and Argosy Financial Solutions, LLC
January 21, 2015 DOMA Update
William S. Singer, Esq.
November 20, 2014 Estate Return Audit Defense
Frank Agostino, Esq.
October 16, 2014 Estate & Trust Income Tax
Joy E. Matak, Esq.
September 10, 2014 International Global Family - Multi Jurisdiction Compliance & PLanning
Jack F. Meola, CPA
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