Letter from the President

August 22, 2018

 

Dear Estate Planning Colleague:

 

The Officers and Trustees of the Greater Middlesex/Somerset Estate Planning Council welcome you to the upcoming 2018-2019 Membership Year.  For over thirty-six years the Council has been providing excellent educational programs and enjoyable networking opportunities to our members.  We are looking forward to a great year, filled with informative programs, quality speakers and opportunities to socialize with like-minded professionals. 

 

Membership in the Council offers you access to seminars that provide timely, valuable information integral to your practice in the estate planning field, as well as the opportunity to network with your peers in an enjoyable, professional setting.  As an additional benefit, our Council is qualified as a Sponsor, which enables our programs to qualify for CLE, CTFA, CFP, and CPE credits for those in attendance.

 

Additionally, we are allowing Dinner and Breakfast Sponsors for both members and non-member firms.  See our attached Sponsor Guidelines.

 

We will continue to hold MOST of our meetings at Fiddler’s Elbow Country Club located just off Exit 26 on Rt. 78 near Bedminster.  Due to construction at FECC, the January 31st, 2019 Heckerling Review Meeting will be held in Iselin at the Eisner Amper Offices (111 Wood Ave. South, Iselin).  Our 2018-2019 Program Schedule will include three (3) dinner meetings and three (3) breakfast meetings.  Breakfast is served at 7:45 AM, followed by the speaker presentation at 8:15 AM.  Dinner meetings begin at 5:30 PM with a cocktail hour that runs until 6:15 PM and includes one free beer or wine.  Dinner will be served at 6:15 PM and the main program will begin at 7:00 PM.  The following is our program lineup for 2018-2019:

(1)       Thursday, September 13, 2018 - Dinner Meeting

            Location:  Fiddler’s Elbow Country Club

            Speaker:  John J. Doolan, MBA, RFC.

Program:  Demystifying Life Insurance: What Every Estate Planning Professional Needs to Know

(2)       Wednesday, October 24, 2018 – Breakfast Meeting

            Location: Fiddler’s Elbow Country Club

Speaker: Gary R. Botwinick, Esq.

Program: Divorce and Estate Plannin

 
 (3)        Thursday, December 6, 2018 – Dinner Meeting
 
              Location:  Fiddler’s Elbow Country Club 
      
              Speaker:  Steven K. Migogna, Esq.
 
              Program:  Fiduciary Litigation
 
(4)         Thursday, January 31, 2019 – Dinner Meeting   
 
              Location: Eisner Amper Offices, Iselin
 
              Speaker:  Richard H. Greenberg, Esq.
 
              Program:  Heckerling Estate and Gift Tax Update
 
(5)         Wednesday, March 13, 2019 – Breakfast Meeting   
      
              Location:  Fiddler’s Elbow Country Club   
 
              Speaker:  Hillary D. Freeman, Esq.
 
              Program: Special Education Issues Faced by Families with Special Needs Children
 
(6)         Thursday, May 2, 2019 – Breakfast Meeting
 
              Location:  Fiddler’s Elbow Country Club
 
              Speaker: Mike B. Rosen, Chief Auditor, State of NJ Inheritance and Estate Tax Audit Branch
 
              Program: NJ Death Tax Update

 

The dues structure will be the following for the upcoming program year:

 

  1. Individual Members will pay $350.00 for the entire year, which includes the annual membership dues and meal charges for all six (6) meetings.

 

  1. Corporate Members will pay $675.00 for the entire year, which includes the annual membership dues for all members of that organization, plus meal charges for up to three persons belonging to that organization who wish to attend each of the six (6) meetings. Additional persons employed by the same organization are welcome to attend all of our six meetings at a reduced member rate of $75.00 per person per meeting.

 

  1. Non-member/guest attendance rates are $85.00 per meeting.

 

You may apply for membership either on our website or by using the enclosed Membership Application for 2018-2019.  Your dues payment should be forwarded to our Secretary,
Jayne C. Kredatus, at 16 Stapleton Court, Bridgewater, NJ 08807 via regular mail.  We look forward to having you join us and participate in the meetings.             

 

Please visit our website – www.gmscepc.com.

 

All attendees are required to “sign in” at every meeting.  An attendance sheet will be made available for this purpose.  This is required of all attendees, regardless of whether or not professional credits are sought for a particular meeting.

 

It is an honor for me to serve as your Board President for the 2018-2019 Year.  On behalf of our Board, we look forward to seeing you at our meetings throughout the year.  Thank you for your continued support of the Council.

 

Best Regards,

 

David A. Bobrowsky CFP®

Board President 2018-2019