GREATER NEW JERSEY ESTATE PLANNING COUNCIL

It is that time of year again – summer is here – and every June brings the Greater New Jersey Estate Planning Council Annual Special Estate Planning Event! We are extremely excited about this year’s event, and it will be bigger and better than ever!

For many years now, we have been dealing with unprecedented times in the world of estate and tax planning. We have heard countless updates about reform, sunsets, claw-backs, reduced exemptions, carry-over basis, potential attacks on grantor trusts, GRAT’s, and note sales, and more! On top of this we have a Presidential election! In the face of uncertainty, and fears of coming tax law changes, how do we plan for our clients. The GNJEPC is extremely excited and very proud to have none other than Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD as featured speaker for this very special event. Marty needs no introduction. Simply put, he is one of the most knowledgeable tax, trust, and estate attorneys in the United States. Marty is going to present his best thinking and planning ideas, cover some current and recent developments, and talk about the best strategies and techniques that he using today with his clients. How can you be doing your best planning for your clients right now? Come to this event and hear Marty tell you how! Marty will be on live video feed into the room, and he will be joined, by his associate, Thomas Tietz, Esq., who will be live, onsite, in the room. Tim has been with Marty’s firm and practicing with Marty for almost fifteen years and has been lecturing and writing articles for many years on a variety of these topics.

Marty Shenkman is nationally known for his brilliant mind, creative thinking and problem-solving, and for developing and implementing unique solutions to complex tax and estate problems. He is known as an expert’s expert and is one of the premier professionals in the country. Marty has presented and lectured on the national stage and has published countless articles in the national media. He has spoken in the last few years at Heckerling ad has shared the stage with Bob Keebler, Jonathan Blattmachr, Alan Gassman, Jerry Hesch, and may more. His unique skills and his material are second to none! Marty will be sharing the best planning ideas for all different types of clients! Thomas A. Tietz, Esq., practices both in New York and New Jersey. He has lectured at the Notre Dame Tax & Estate Planning Institute, for the New Jersey State Bar Association, New Jersey Institute of Continuing Legal Education, CPA Academy, various Estate Planning Councils around the country, and numerous other institutions. Thomas has published articles in many national publications, including the American Bar Association E-Report, the National Association of Estate Planning Council’s Journal of Estate and Tax Planning, Steve Leimberg’s Estate Planning Newsletter, Wealthmanagement.com, and Trusts & Estates Magazine.

This is going to be a DON’T MISS event! You will hear the best of the best, from one of the best, so that you can properly 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!

This is our last event for the 2023-2024 council year, and it will be our best event! We will begin our 2024-2025 council year as we always do, with our annual kick-off event in September. Be on the lookout for your membership renewal which will be sent shortly! Beginning this fall, in September, we will be doing more “hybrid” meetings – offering both a live and a web/virtual option – and one or two “Live Only” meetings!

For current members, we hope you renew your membership and join us for what will be our best and most exciting year ever! For our guests, friends, and associates of members, etc., we hope you will join our council. We are certain you will see that membership in the Greater New Jersey Estate Planning Council offers the most value and the best programming! Join us!!! Check our website for even more membership benefits!

REGISTRATION INSTRUCTIONS:

Please register at: https://www.eventbrite.com/e/the-best-estate-and-tax-planning-ideas-for-2024-and-beyond-tickets-920933395577 to reserve your ticket and to let us know your CE requirements. Guests can also register and pay for their tickets at this link.

NOTE: If you were a GNJEPC member in the past, but did not renew for the 2023-24 season, you will need to purchase a Non-Renewed Member ticket for this event.

Applications are pending for 2.0 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.