Letter from the President
August 22, 2021
Dear Estate Planning Colleague:
As the current President of the Greater Middlesex/Somerset Estate Planning Council, and on behalf of the Officers and Trustees of the Council, we are looking forward to the upcoming 2021-2022 membership year. The current plan and hope is to see eveyone is person, however, the health, safety and well-being of the members is our top priority. With that in mind, we will continually monitor the ever changing pandemic and will re-schedule to Zoom meetings if warranted.
The Officers and Trustees have worked tirelessly over the summer to prepare educational programs and networking opportunities to our members and are excited with the lineup. We have secured speakers to present very timely and relevant topics including Cyber Security and Crypto Currency. We have a special evening planned for our first meeting on September 14, 2021 as a welcome back - see below for further details.
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 many benefits: continuing education credits as noted above, networking opportunities giving you exposure to diverse professionals, and access to seminars providing timely, valuable information integral to your practice, allowing you to connect with your professional alliances. Most notably these benefits are a pathway to receive up to date information within the rapidly changing financial and legal environments empowering you to better serve your clients.
Our 2021 – 2022 program schedule will include six (6) meetings: three (3) dinner meetings and three (3) breakfast meetings to be held at Fiddler's Elbow Country Club in Bedminster, NJ. Breakfast meetings begin 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 complimentary beer or wine. Dinner will be served at 6:15 PM and the main program will begin at 7:00 PM.
We are excited to see everyone in person and have a special "Welcome Back" reception planned for the September 14th 2021 meeting. The meeting will begin at 5:30 PM and will include an hour of cocktails (complimentary beer/wine/non-alcoholic beverages) and hors d'oeuvres, with dinner and presentation to follow.
The following is our program lineup for 2021 - 2022:
1. Tuessday, September 14, 2021 – Dinner Meeting 5:30pm
Speaker: Walter Pagano, CPA, CFF, CFE and Thomas Cardinale, CPA , Eisner Advisory Group, LLC
Program: Cryptocurrency Enforcement - Hot Topics & Compliance Matter
2. Wednesday, November 3, 2021 – Breakfast Meeting 7:45am
Speaker: Christine Socha Czapek, Esq., Borteck & Czapek, P.C.
Program: Undue Influence: Considerations for the Estate Planning Team
3. Wednesday, December 8, 2021 – Breakfast Meeting 7:45am
Speaker: Brian Edelman, CEO, FCI Cyber, Inc.
Program: Your Own Personal CISO: Cybersecurity Insights for Your Firm, Yourself and Your Clients
4. Wednesday, January 26, 2022 – Dinner Meeting 5:30pm
Speaker: Richard H. Greenberg, Esq., Greenberg & Schulman
Program: Heckerling Estate and Gift Tax Update
- Wednesday, March 9, 2022 – Breakfast Meeting 7:45am
Speaker: Steven S. Zeiger, CEBS, TEP ; KB Financial Co.’s
Program: What Business and Estate Planning Attorneys, Trustees and Financial Advisors Need to Know about "Decision Support Material" for Life Insurance Acquisition and Retention in Relationship to their Fiduciary Duties. A must for advisors involved with creating or recommending ILITs, SLATs, etc.
- Wednesday, May 4, 2022 – Dinner Meeting, 5:30pm
Speaker: Michael Feinberg, Esq.; Greenbaum Rowe Smith & Davis
Program: What to Look For in Your Clients Estate Documents
You will receive an email within a couple weeks of the scheduled meetings which will require an RSVP. However, it is strongly recommended recording the meetings on your calendars now as a best practice.
We have maintained the dues structure at pre-pandemic levels and is as follows for the upcoming program year:
- Individual Members will pay $350.00 for the entire year, which includes the annual membership dues and meal charges for all six (6) meetings.
- 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.
- Non-member/guest attendance rates are $85 per meeting.
You may apply for membership either on our website or by using the enclosed Membership Application for 2021 - 2022. Please return the completed 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.
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 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 has been an honor and privilege for me to serve as your Board President this past year and look forward to the upcoming year. I appreciate all the support received as we all continue to navigate these unchartered waters.
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, be safe and healthy.
Lisa Morrison, CFP®, CRPC®, CPFA
Board President 2020 - 2022