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DTSTART:20171115T230000Z
DTEND:20171116T011500Z
LOCATION:The Madison Hotel, One Convent Rd. Morristown, NJ
UID:1540520171115T230000ZDiscretionary Distributions and Other Fiduciary Exercises of Discretion
DTSTAMP:20260504T135707Z
DESCRIPTION:\nESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY\n \nDINNER MEETING:  November 15, 2017\n \n \n \n \n \n \n \n 6:00 PM    COCKTAILS, HORS D‘OEUVRES & NETWORKING            Place:    THE MADISON HOTEL\n \n 6:45 PM    DINNER BEGINS                                                                                            One Convent Rd, Morristown, NJ                               7:15 PM    PROGRAM BEGINS                                                                                        973-457-4639\n \n 8:15 PM    PROGRAM ENDS\n \n                                        \n \n            \n \n            \n \nTOPIC:      Discretionary Distributions & Other Fiduciary Exercises of Discretion\n \n \n \nSPEAKER:   Lynn C. Halpern, Bessemer Trust, Senior Fiduciary Counsel      \n \n \n \nSPONSOR:  Porzio, Bromberg & Newman, P.C.\n \n \n \n                \n \n       Please join us for our first dinner meeting of the year, featuring Bessemer Trust’s Lynn Halpern. Lynn’s presentation will include discussion of a trustee’s fiduciary duties to beneficiaries, the process of making discretionary distributions to beneficiaries, and other fiduciary exercises of discretion, such as “special” investments, loans to and from a trust, merger or severance of trusts, and more. Ms. Halpern is Managing Director and Senior Fiduciary Counsel at Bessemer Trust where she oversees Bessemer's estate planners and fiduciary officers in the Northeast region, as well as the firm's estate administration group. She is also responsible for working with clients and their advisors to develop practical and efficient wealth transfer plans and for guiding the firm on fiduciary issues. Don’t miss this great event.\n \n \n \nThis program has been submitted for approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.2 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.\n \n \n \nCFP and CPA continuing education credit will be offered for this presentation.\n \n \n \n \n \n \n \n                                                                                                                                                       Randi Siegel Weniger, Esq.\n \n                                                                                                                                                       First Vice President\n \n                                                                                                                                                       Program Chairperson\n \n \n \nNo Charge for Members\n \nGuest Fee $75.00\n \n \n \n \n \nPlease respond by Friday, November 10, 2017                                                                         Web     www.EPCNNJ.org\n \n                                                                                                                                                       Email    EPCNNJ.Laura@gmail.com\n \n \n \n                                                                                                                                                       Mail    EPCNNJ, Inc.\n \n                                                                                                                                                                   P.O. Box 855\n \n                                                                                                                                                                   Bernardsville, NJ  07924\n \n \n
SUMMARY:Discretionary Distributions and Other Fiduciary Exercises of Discretion - Estate Planning Council of Northern New Jersey 
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