Estate Planning with International Flair

Date: Wednesday, May 10, 2017
Time: 6:00pm - 8:30pm
Location: The Madison Hotel, One Convent Rd. Morristown, NJ
Speaker: Jack F. Meola, J.D., C.P.A., G. Warren Whitaker, Esq., Edward J. Devine

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ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

DINNER MEETING:  MAY 10, 2017

 

 

5:30 PM    **SPECIAL 40 UNDER 40 COCKTAIL PARTY                        Place:    THE MADISON HOTEL

6:00 PM    COCKTAILS, HORS D‘OEUVRES & NETWORKING            One Convent Rd, Morristown, NJ

6:45 PM    DINNER BEGINS                                                                             973-457-4639

7:15 PM    PROGRAM BEGINS                            

8:30 PM    PROGRAM ENDS    

                    

TOPIC:        Estate Planning with International Flair

 

SPEAKERS:     Edward J. Devine, Senior Vice President at Brown Brothers Harriman 

                           Jack F. Meola, J.D., C.P.A.,  Partner at Eisner Amper

                           G. Warren Whitaker, Esq., Partner at Day Pitney

                             

SPONSOR:       Glenmede

 

The Estate Planning Council of Northern New Jersey is thrilled to present “Estate Planning with International Flair” – a panel presentation featuring three experts in international estate planning issues. Our panel will discuss various topics in international estate planning, including the notable differences between planning for individuals who are not U.S. citizens and planning for U.S. citizens. The discussion will focus on the specific laws applicable to non-citizens and various planning techniques that estate planning professionals may utilize for non-citizen clients.  

 

**Before our formal event, please join us for our inaugural “40 Under 40” cocktail party! Each member is invited to bring up to 3 associates, colleagues and/or friends under 40 as guests to this meeting for only $40 each. Beginning at 5:30pm -  before our regular cocktail party begins  - our “40 Under 40” guests and their member-sponsors are invited to complimentary open-bar cocktail party.  Bring an under 40 colleague – enjoy a cocktail on us!

 

 

This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law, municipal court law, and/or matrimonial law.

 

CFP and CPA continuing education credit will be offered for this presentation. Insurance credit is pending.

 

                                                                                                                                                                    Thomas S. Diemar

                                                                                                                                                                    First Vice President

                                                                                                                                                                    Program Chairperson

 

No Fee for Members

Guest Fee $75.00

*Special $40.00  fee for Guests under 40

Pay by Check or Credit Card at the Door

 

 

Please respond by Friday, May 5, 2017                                                                                                 Web    www.EPCNNJ.org

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