Letter from the President
August 19, 2020
Dear Estate Planning Colleague:
As the incoming President of the Greater Middlesex/Somerset Estate Planning Council, and on behalf of the Officers and Trustees of the Council, we welcome you to the upcoming 2020-2021 membership Year. To say that the world looks a lot different than a year ago would be an understatement. We hope you and your loved ones have remained safe and healthy during these unprecedented times as we navigate the ever changing world during the pandemic crisis.
The Officers and Trustees have spent the last several months formulating a plan to first and foremost keep our members safe while continuing to deliver educational programs and networking opportunities to our members. For over thirty-nine (39) years the Council has been providing informative programs, quality speakers and opportunities to socialize with like-minded professionals and we are committed to work tirelessly continuing this mission.
With that in mind the Officers have voted to conduct the 2020 – 2021 meetings virtual via Zoom, with the hope that the May 12, 2021 could be in person. We have updated the annual dues to accommodate virtual meetings for the 2020 -2021 membership year. We will adjust and amend if warranted as this situation is very fluid. We will still continue to offer CE credits for the virtual meetings (as well as the in person) as an added benefit. The Council is qualified as a Sponsor, which enables our programs to qualify for CLE, CTFA, CFP, and CPE credits for those in attendance.
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. Now more than ever it is important to connect with your professional alliances ensuring you are up to date on the rapidly changing financial and legal landscape empowering you to better service your clients.
Our plan is to continue to hold any in person meetings (if applicable) at Fiddler’s Elbow Country Club in Bedminster, NJ. Our 2020 – 2021 program schedule will include five (5) virtual meetings, and one (1) dinner, in person meeting in May 2021. The virtual meetings will include three (3) evenings and two (2) mornings. The evening virtual meetings will begin at 6:00pm, and the morning virtual meetings will begin at 8:00am.
For the May 12, 2021 meeting held at Fiddler’s Elbow, the meeting will begin at 5:30pm with a cocktail hour that runs until 6:15pm and includes one complimentary cocktail. Dinner will be served at 6:15pm followed by the speaker presentation at 7:00pm. The following is our program lineup for 2020 - 2021:
1. Thursday, September 10, 2020 – Zoom Virtual 6:00pm
Speaker: Jack Elder, J.D., LL.M, Vice President, Coventry
Program: The Secondary Market For Life Insurance
2. Wednesday, November 4, 2020 – Zoom Virtual 8:00am
Speaker: Joseph Scorese, Esq., Harwood Lloyd, LLC
Program: Residency & Related Tax Issues
3. Wednesday, December 2, 2020 – Zoom Virtual 6:00pm
Speaker: Jeffrey Haskell, Chief Legal Officer, Foundation Source
Program: Strategies For Hardship Giving & Giving In The Time of COVID-19
4. Thursday, January 28, 2021 – Zoom Virtual 6:00pm
Speaker: Richard H. Greenberg, Esq.
Program: Heckerling Estate and Gift Tax Update
- Wednesday, March 10, 2021 – Zoom Virtual 8:00am
Speaker: Kimberly Starr Snavely, J.D. Vice President, PNC Panel
Program: Staying Out Of Trouble; Duties and Problems Surviving as a Trustee
- Wednesday, May 12, 2021 – Dinner Meeting, 5:30pm
Program: Post-Election Income/Estate Tax Update
You will receive an email with the Zoom details approximately 24 – 48 hours before the scheduled date and time if you have RSVP’d to the meeting.
The dues structure will be the following for the upcoming program year, substantially reduced from prior years adjusting for virtual meetings:
- Individual Members will pay $195.00 for the entire year, which includes the annual membership dues and meal charge for one (1) in person breakfast meeting.
- Corporate Members will pay $395.00 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 the one (1) in person meetings and 5 (five) virtual meetings. Additional persons employed by the same organization are welcome to attend all of our six meetings at a reduced member rate of $35.00 per person per meeting.
- Non-member/guest attendance rates are $35 per virtual meeting and $85.00 per in person meeting.
You may apply for membership either on our website or by using the enclosed Membership Application for 2020 - 2021. Please return our application along with your business card (we need your correct title) so we know to whom we send our meeting notices. 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.
Sign in procedures will differ for the virtual vs. in person meetings. All attendees are required to “sign in” at every meeting and for our in person meetings 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 Dinner and Breakfast Sponsors for both members and non-member firms. See our attached Sponsor Guidelines. Please contact me directly to discuss any sponsorship opportunities.
It is an honor and privilege for me to serve as your Board President for the next two (2) years. The next year will require patience, flexibility and creativity. I appreciate input, ideas and feedback as we all wade through these uncertain times.
On behalf of our Board, we look forward to seeing you (hopefully in person sooner than later) at our meetings throughout the year. Thank you for your continued support of the Council and most importantly, be safe and healthy.
Lisa Morrison, CFP®, CRPC®, CPFA
Board President 2020 - 2022