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DTSTART:20200831T160000Z
DTEND:20200831T170000Z
LOCATION:Webinar
UID:1975920200831T160000ZWealth Transfer Planning - Creating Flexibility in Uncertain Times
DTSTAMP:20260504T135931Z
DESCRIPTION:\n\nThe 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.                     \n \nThis 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.\n \nCFP and CPA continuing education credit will be offered for this presentation pending approval.                                                                                \n \nGary Walker  \n \nFirst Vice President\n \nProgram Chairperson\n \n \n \nNo charge for Members\n \nGuest Fee **$50.00\n \n** $50 fee will be applied to $295  Membreship Dues for guests who join EPCNNJ after this presentation.\n \n \n \nPlease respond by Wednesday, August  26, 2020      \n \nWeb    [www.epcnnj.com](http://www.epcnnj.com/)\n \nEmail      [epcnnj.laura@gmail.org ](mailto:epcnnj.laura@gmail.com)\n \nMail    EPCNNJ, Inc.     P.O. Box 855, Bernardsville, NJ  07924\n \n \n \n[Register Now](https://www.epcnnj.org/events/register/19759)\n \n[Add to My Outlook Calendar](https://www.epcnnj.org/events/outlook/19759)\n \n[Add to My Google Calendar](https://www.google.com/calendar/render?action=TEMPLATE&text=Wealth%20Transfer%20Planning%20-%20Creating%20Flexibility%20in%20Uncertain%20Times&dates=20200831T160000Z%2F20200831T170000Z&details=https://www.epcnnj.org/events/event/19759&location=Webinar)\n \n   \n\n  \n \nAnnual Meeting:\n \nThe EPCNNJ will hold its first virtual annual meeting at this event.  The slate of Officers and Directors for 2020-2021 is:\n \nOfficers\n \nPresident: Deirdre Wheatley-Liss - Porzio Bromberg & Newman\n \n1st Vice President: Gary Walker - Peapack Gladstone Bank\n \n2nd Vice President: Catherine Romania - Witman Stadtmauer\n \nTreasurer: Benjamin Lehrhoff - Bernstein\n \nSecretary: Gary Borowiec - Madison & Main Advisors\n \nImmediate Past President: Lesley Draper - RegentAtlantic\n \n \n \nBoard of Directors\n \n \n \nServing Second of Two Years: \n \n \n \nChristopher Koza - Goldman Sachs\n \nRandi Siegel Weniger  - Siegel & Bergman\n \nMelissa Tighe - CohnReznick \n \nChristine Socha Czapek - Borteck & Czapek\n \n \n \nServing First of Two Years:\n \n \n \nMichael Tepperman - CRT Private Wealth Management\n \nThomas Campana - Bleakley Financial Group\n \nSteven Holt - Mandelbaum Salsburg\n \nStacey Valentine - Avelino Law\n \n \n \n \n \nAt 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] \n \nTo grant your proxy, please email     [epcnnj.laura@gmail.com ](mailto:epcnnj.laura@gmail.com)  the following:\n \n“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.”\n \n[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.\n \n \n \n[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.\n
SUMMARY:Wealth Transfer Planning - Creating Flexibility in Uncertain Times - Estate Planning Council of Northern New Jersey 
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