GREATER NEW JERSEY ESTATE PLANNING COUNCIL

Recent Developments and What To Do In 2022!

Speakers: Glenn Henkel, J.D., LL.M, CPA and Joy Matak, J.D., LL.M

While Heckerling was canceled, we didn’t need Glenn Henkel, J.D., LL.M, CPA and Joy Matak, J.D., LL.M to go to Orlando in order to prepare a very special event for us! This is going to be a “DON’T MISS” event. Glenn and Joy have taken 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 2021 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!

What’s going on in the world today? Between the 2020 Presidential election, Congress, and everything going on in the financial, tax, and estate planning world – proposed legislation and changes that might have been, didn’t happen last year, and what may be coming this year, planning in an environment of uncertainty, various cases like Moore and Smaldino, transfers between trusts, SLAT’s, income tax issues and planning, life insurance, and more – we’ve got two of the best in the business giving us a comprehensive presentation.
 

Joy Matak, JD, LLM is a Partner at Sax LLP, and is Head of the firm’s Trust and Estate Practice. She has more than 20 years of diversified experience as a wealth transfer strategist with an extensive background in recommending and implementing advantageous tax strategies for multi- generational wealth families, owners of closely-held businesses, and high-net-worth individuals including complex trust and estate planning. Joy works with and provides her clients with wealth transfer strategy planning to accomplish all of their estate and business succession goals. She also performs tax compliance including gift tax, estate tax, and income tax returns for trusts and estates as well as consulting services related to generation skipping including transfer tax planning, asset protection, life insurance structuring, and post-mortem planning.

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!