Recent Developments in Planning for Disabled Beneficiaries, Including Saccone v. Police and Firemen Retirement System
72nd Semi Annual Tax and Estate Planning Forum
Presented by the New Jersey Institute of Continuing Legal Education
Wed, Dec 3
9:00 AM – 5:00 PM
$220.00 General Tuition
Location: Renaissance Woodbridge Hotel
515 US Highway 1 South
Iselin, NJ
(732) 634-3600

Don’t miss out – register today to hear from a virtual “who’s who” of New Jersey Estate and Tax experts as they present the key issues you need to know about, as well as the latest challenges and developments you’re likely to face in the coming year. By the end, you’ll walk away with everything you need to know to get the best results for the clients you represent.

Program Agenda:

9:00 Announcements
9:05 Keynote Presentation: Five Take-Aways from the Robert Cohen Estate Cases – Benjamin Clarke, Esq.
9:35 The Use of Intervivos Gifts in Planning for the New Jersey Estate Tax, and Related Planning Ideas. – Martin D. Hauptmann, Esq
10:05 Further Estate Planning After the Death of the First Spouse – Anita J. Siegel, Esq.
10:35 Break
10:50 Post-Mortem Repairs to the Tax Planning in Wills and Trust Agreements Using NJS 3B:11-4.1, Disclaimers, Trust Splitting and OtherTechniques. – John L. Pritchard, Esq.
11:20 Estate Tax Update: More News and More Ideas Going into 2015 – Richard H. Greenberg, Esq. and Glenn A. Henkel, Esq.
12:20 Luncheon
1:00 Planning for Business Owners and Real Estate Investors Affected by the 2013 Increases in Federal Income Tax Rates – Bruce E. Mantell, Esq.
1:30 Immediate Pre-Mortem Estate and Tax Planning – John J. Miesowitz, Esq.
2:00 Recent Developments in Planning for Disabled Beneficiaries, Including Saccone v. Police and Firemen Retirement System (2014) – Donald D. Vanarelli, Esq.
2:30 Break
2:45 Lash, Niles, Vayda and Stockdale:  The Differing Theories for the Imposition of Counsel Fees in Estate Litigation Cases – Jordan S. Weitberg, Esq.
3:15 The Supreme Court’s New Maeker v Ross Decision: Is There a Future for the Statute of Frauds in Palimony Actions? – Steven K. Warner, Esq.
3:45 The Ins and Outs of Income Tax Planning for Trusts and Estates – Jack F. Meola, Esq.
4:15 Protecting the Personal Representative from the Claims of the Estate’s Creditors – Robert I. Aufseeser, Esq.    
4:45 Conclusion

NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 8.1 hours of total CLE credit.

For additional information concerning NJ elder law and special needs planning visit: