Letter from the President

July 29, 2025
 
Dear Estate Planning Colleague:
 

The Officers and Trustees of the Council welcome you to the 2025-2026
membership year. We are looking forward to a year filled with meeting new
colleagues, providing terrific speakers and topics, and enjoying some meaningful
networking events as well.
As your President, my hope is for you to enjoy our meetings. We have an excellent
line-up of speakers and topics. The Officers and Trustees have worked hard to
prepare broad educational programs and networking opportunities.
Our first meeting will be held on Wednesday, September 17, 2025, at Fiddler’s
Elbow Country Club, featuring Matt Schiff, of Schiff Executive Benefits. The topic
will be the Treatment and Use of Executive Compensation packages in your estate
plans. The networking part of the meeting will begin at 7:45 A.M. and the speaker’s
presentation will begin at 8:15 A.M.
Our Council is a qualified Sponsor of continuing education for our members, so our
programs qualify for NJCLE, CTFA, CFP, and CPA credits for those in attendance.
Membership in the Council offers you an array of benefits; continuing education
credits, networking opportunities with a diverse group of professionals, and access
to seminars providing timely, valuable information integral to your practice so you
are up to date with all that is going on in your field and those adjacent to your line of
work.
Our 2025 – 2026 program schedule will include five (5) meetings: three (3) dinner
meetings and two (2) breakfast meetings.
Breakfast meetings begin at 7:45 A.M., followed by the speaker presentation at
8:15 A.M.
Dinner meetings begin at 5:30 P.M. with a cocktail hour that runs until 6:15 P.M.
Dinner will be served at 6:15 P.M. and the main program will begin.
We are looking forward to seeing all our members and their guests at our September

17th meeting. For this meeting ONLY we are inviting all guests to join our meeting at no cost!

The following is our program lineup for 2025-2026:
 Wednesday, September 17, 2025 – Breakfast Meeting 7:45 A.M. held at Fiddler’s Elbow Country
Club
o Speaker: Matt Schiff, CLU, ChFC, WMCP
o Topic: Treatment and Use of Executive Compensation Packages in Your Estate Plans
 Tuesday, November 18, 2025 – Dinner Meeting 5:30 P.M. held at Fiddler’s Elbow Country Club
o Speaker: A panel presentation to include Scott Etish, Esq., Jeff Savlov, Michael
Palumbos, ChFC, CBEC and Beth Engelzos
o Topic: Estate Planning with Non-Tax Considerations
 Wednesday, January 28, 2026 – Dinner Meeting 5:30 P.M. held at Fiddler’s Elbow Country Club
o Speaker: Mark R. Parthemer, Esq., AEP, ACTEC Fellow
o Program: 2026 Heckerling Review!
 Thursday, March 5, 2026 – Breakfast Meeting 7:45 A.M. held at Fiddler’s Elbow Country Club
o Speaker: Maureen C. Jasper, CPA with additional Speakers from WilkinGuttenplan
o Program: 2026 Tax Updates
 Wednesday, May 2025 – Dinner Meeting, 5:30 P.M. to be held at Fiddler’s Elbow Country Club
o The speaker and date of this meeting will be confirmed as soon as Fiddler’s Elbow Country
Club can provide us with their availability.
Before each meeting you will receive an email with the scheduled meetings which will require you to
RSVP. Please make note of these dates on your calendars so you don’t miss out.
Our 2025-2026 dues structure for the year is as follows:
(A) Individual Members will pay $375.00 for the entire year, which includes the annual membership dues
and meal charges for all five (5) meetings.
(B) Corporate Members will pay $750.00 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 five (5) meetings. Additional people employed by the same
organization are welcome to attend all of our six meetings at a guest rate of $85.00 per person per
meeting.
(C) Non-member/guest attendance rates are $85.00 per meeting.
You may apply for membership either on our website or by using the attached Membership Application
for 2025 - 2026. Please return the completed application along with your business card so we have your
correct title and designations. Payments should be forwarded to our Secretary, Jayne C. Kredatus, at 16
Stapleton Court, Bridgewater, NJ 08807 via regular mail or by paying online using PayPal. We look
forward to having you join us and participate in the meetings and assisting us in expanding our
membership as we believe there are many people that can benefit from the educationally rich and
enjoyable presentations that our speakers will undoubtedly provide.
Please visit our website – www.gmscepc.org for all our information and updates.
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.
Additionally, we welcome Sponsorships. This year all sponsors are being asked to contribute $1,500 and
in exchange they will be permitted to attend the meeting they are sponsoring and bring up to three
representatives to give an overview of their services for 5-10 minutes. Please contact me or the Chair of
our Sponsorship Committee to discuss any sponsorship opportunities.
It is an honor and a privilege to serve as your Board President. I look forward to working with all of you
to make our Council a meaningful group to be a member of.
On behalf of our Board, we look forward to seeing old and new friends at our meetings throughout the
year.
Thank you for your continued support of the Council and most importantly, stay safe and healthy.
 
With gratitude, 
 
Daniel S. Makoski, Esq., LL.M
Board President 2024-2026