Letter from the President

August 31, 2017

Dear Estate Planning Colleague:

The Officers and Trustees of the Greater Middlesex/Somerset Estate Planning Council welcome you to the upcoming 2017-2018 Membership Year.  For over thirty-five 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.  Once again, we will be offering free CLE for all of our programs.

We will continue to hold all of our meetings at Fiddler’s Elbow Country Club located just off Exit 26 on Rt. 78 near Bedminster.  Our 2017-2018 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 2017-2018:

(1)       Tuesday, September 26, 2017 - Dinner Meeting

            Location:  Fiddler’s Elbow Country Club

            Speaker:  Andrew DeMaio, Esq. (Neff Aguilar, LLC)

Program:  Update on the New Jersey Uniform Trust Code

(2)       Tuesday, October 24, 2017 – Breakfast Meeting

            Location:  Fiddler’s Elbow Country Club

Speaker:  Leonard J. Witman, Esq. (Witman Stadtmauer, P.A.)

Program:  Retirement Benefits Update

(3)       Thursday, November 30, 2017 – Dinner Meeting

            Location:  Fiddler’s Elbow Country Club

            Speaker:  Mark Samuel Ross, Esq. (Law Offices Of Mark Samuel Ross

            Program:  Dead & Buried – The Laws Concerning Funerals

(4)      Tuesday, February 8, 2018 – Dinner Meeting

           Location:  Fiddler’s Elbow Country Club

           Speaker:  Richard H. Greenberg, Esq. (Greenberg & Schulman)

           Program:  Heckerling Estate and Gift Tax Update

(5)      Thursday, March 22, 2018 – Breakfast Meeting

           Location:  Fiddler’s Elbow Country Club

           Speaker:  Louis P. Nappen, Esq. (Evan F. Nappen Attorney At Law)

           Program:  New Jersey Firearms Laws

(6)      Thursday, May 3, 2018 – Breakfast Meeting

           Location:  Fiddler’s Elbow Country Club

           Speaker:  Michael K. Feinberg, Esq. (Greenbaum Rowe Smith & Davis LLP)

           Program:  Medicaid Planning Update

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

  1. Individual Members will pay $325.00 for the entire year, which includes the annual membership dues and meal charges for all six (6) meetings.
  2. Corporate Members will pay $625.00 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.
  3. 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 2017-2018.  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 2017-2018 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.

Sincerely,

Jill Lebowitz, Esq.

Board President 2017-2018