GREATER NEW JERSEY ESTATE PLANNING COUNCIL

***NOTE: THIS EVENT WILL BE ONLINE/VIRTUAL ONLY.***

(Times shown are Eastern)

A Heckerling 2023 Review

Registtation information below. PLEASE NOTE: there are 2 registrations to complete to attend this meeting. See details at bottom of this document.

This was the first year since the pandemic that Heckerling was held, live, in Orlando! And it was a great turnout and even better conference! From the “Recent Developments” session, to very specialized panning techniques, to broader, more everyday practical application planning for “everyday” clients – it was all there! It was an intense week, and a great week! Once again we have Glenn Henkel, J.D., LL.M, CPA and Joy Matak, J.D., LL.M, giving us a comprehensive and details review of the week at Heckerling!

Glenn and Joy will take the hottest topics and recent developments, the best of the best of the week –and they will be reviewing all of it (virtually) for the Greater New Jersey Estate Planning Council. Glenn and Joy have presented to us for the last few years and each time it has been one of the best events we had. They do 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? Rising interest rates? Have they peaked? Congress? The coming Presidential election? The 2023 “Green Book” and the current Budget and Tax proposals. Plus, everything else going on in the financial, tax, and estate planning world. The talk about proposed legislation and changes that might be coming. What happens in 2026? All of this and more has never been more critical than it is today. So what do we do and how do we plan for our clients today and moving forward?

Do not miss this event and get all the answers and the best of the 2023 Heckerling event!

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’s specialty and focus is on sophisticated tax, estate, and wealth transfer planning and strategies. He specializes in complex estate planning and has developed an expertise in developing and implementing estate and wealth transfer solutions for families and clients. Glenn also has a focus on tax-exempt organizations and Probate, Trust and Estate Law. He is the co-author (with Steven K. Mignogna and Gerard G. Brew) of the “New Jersey Estate Planning Manual: Theory, Practice & Forms.” Glenn 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. While Glenn is a practicing attorney, he is also a CPA, 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.

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. Joy focuses on complex trust and estate planning solutions for her clients, and 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.

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