Wealth Transfer Planning - Creating Flexibility in Uncertain Times
The Estate Tax Exemption is changing – whether in 2026 when the current exemption reduces or sooner if there is a change of administration or simply as part of addressing the over $2.4 Trillion to date the federal government has spent on COVID relief. Join us to discuss a host estate planning strategies to put in place NOW with detailed examples of successful implementation.
This program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1 hour 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 pending approval.
Gary Walker
First Vice President
Program Chairperson
No charge for Members
Guest Fee **$50.00
** $50 fee will be applied to $295 Membreship Dues for guests who join EPCNNJ after this presentation.
Please respond by Wednesday, August 26, 2020
Web www.epcnnj.com
Email epcnnj.laura@gmail.org
Mail EPCNNJ, Inc. P.O. Box 855, Bernardsville, NJ 07924
Annual Meeting:
The EPCNNJ will hold its first virtual annual meeting at this event. The slate of Officers and Directors for 2020-2021 is:
Officers
President: Deirdre Wheatley-Liss - Porzio Bromberg & Newman
1st Vice President: Gary Walker - Peapack Gladstone Bank
2nd Vice President: Catherine Romania - Witman Stadtmauer
Treasurer: Benjamin Lehrhoff - Bernstein
Secretary: Gary Borowiec - Madison & Main Advisors
Immediate Past President: Lesley Draper - RegentAtlantic
Board of Directors
Serving Second of Two Years:
Christopher Koza - Goldman Sachs
Randi Siegel Weniger - Siegel & Bergman
Melissa Tighe - CohnReznick
Christine Socha Czapek - Borteck & Czapek
Serving First of Two Years:
Michael Tepperman - CRT Private Wealth Management
Thomas Campana - Bleakley Financial Group
Steven Holt - Mandelbaum Salsburg
Stacey Valentine - Avelino Law
At each annual meeting, the members are asked to vote to approve the slate of Board members and officers recommended by the Board. Pursuant to the Council’s bylaws, the vote of the Members to approve directors and officers must be held at an annual meeting at which a quorum is present. The bylaws further allow for the convening of a meeting by electronic means. The Board is looking forward to your attendance at the virtual annual meeting. However, if you are unable to attend, the Board requests that you designate Lesley Draper, Council President, to vote at the meeting on your behalf by proxy on the question of appointing the directors and officers recommended by the Board [1] . By granting your proxy, you will be included in the count of members present for purposes of establishing a quorum at the annual meeting. [2]
To grant your proxy, please email epcnnj.laura@gmail.com the following:
“I hereby grant a limited proxy to Lesley Draper, Council President, to vote at the Annual Meeting of the Estate Planning Council of Northern New Jersey (“Council”) on my behalf on the question of appointing Council directors and officers for the Council’s 2020-2021 fiscal year.”
[1] NJSA 15A:5-18 provides that “[u]nless otherwise provided in the certificate of incorporation or bylaws, every member entitled to vote at a meeting of members or to express consent without a meeting may authorize another person or persons to act for the member by proxy.” Neither the Council’s certificate of incorporation nor bylaws prohibits proxy voting.
[1] NJSA 15A:5-9 provides that “[u]nless otherwise provided in the certificate of incorporation, the bylaws, or this act, the members entitled to cast a majority of the votes at a meeting shall constitute a quorum at the meeting. The members present in person or by proxy at a duly organized meeting may continue to do business until adjournment …” Neither the Council’s certificate of incorporation nor bylaws prohibits counting a member granting a proxy as an attendee at any meeting, for purposes of establishing a quorum.
