ESTATE PLANNING COUNCIL OF NORTHERN NEW JERSEY

Scott Bowman, Esq.

Andrew C. Egan, Esq. and Audrey Rizk, Esq.

Richard Greenberg, Esq.

Lance Rothenberg, Esq.

Kevin Matz, Esq.

Glenn Fox, Esq.

No speaker

Lawrence Eichen, Esq.

Jamie L. Mendelsohn – Executive Vice President (Ashar Group)

Bryan Bloom, Esq., Kevin M. Fuller, CPA, Bryan Keith, Richard L.N. Weaver

Richard Greenberg, Esq.

Robert Kornitzer, Esq.; Gary Botwinick, Esq., Lesley Draper, CFP, CTFA; Daniel Roche, CPA

Lawrence Adamo and Dennis McMahan

Richard (Dick) Nenno, Esq. and Vince Thomas, Esq.

N/A

Richard Ploss, Esq. and Lynn Magnusson

Leonard J. Witman, Esq. and Tara S. Sinha, Esq.

N/A

Jim Blair & Marc Kiner

Carole Bass, Esq. and Alexis Cirel, Esq.

Sam Donaldson, JD, LL.M

Tim Lear, Pingry School, Kevin Centurrino, Esq., Leigh Russo

Linda Wank, Esq.

Alan Gassman

Jonathan G. Blattmachr, Esq.

Richard Miller, Esq.; Hedy Knapp; Mia Kebea

Crystal West Edwards, Esq.; Jim Ciprich, CFP; Trish Barbosa, GCM

Barry D. Flagg, CFP, CLU, ChFC, GFS President & Founder - Veralytic

Dan Scott, Esq.

Caroline B. McKay, JD

Dana G. Fitzsimons Jr., Esq.

Richard Greenberg, Esq., & Andrew Wolfe, Esq.

Chi-Yu Liang, J.D. – VP, Goldman Sachs; Joy Matak, J.D., LL.M – CohnReznick; Andy Stamelman, J.D., LL.M – Sherman Wells Sylvester & Stamelman LLP; Moderator: Chris Koza – VP, Goldman Sachs

Natalie Choate, Esq.

Benjamin Lehrhoff, Tracy Child, Esq., Christopher Koza

Richard Greenberg, Esq., & Andrew Wolfe, Esq.

W. Barry Thomson

Sam Donaldson J.D., LL.M., Professor at Georgia State University College of Law

Warren K. Racusin, Esq.

Mark Prowell

Marty Shenkman, Joy Matak, Matt Masterson and Richard Harris

Richard Greenberg, Esq., & Andrew Wolfe, Esq.

Lynn C. Halpern, Bessemer Trust, Senior Fiduciary Counsel

Catherine V. Hughes, Esq., Attorney-Advisor in the Office of Tax Policy, Department of the Treasury, Washington, D.C.

Jack F. Meola, J.D., C.P.A., G. Warren Whitaker, Esq., Edward J. Devine

Jeanne Kerwin, D.MH; Rita Dyer, RN, MSN, APN-C, Geriatric Nurse Practitioner; Michele Cameron, RN,BSN, MA, CMC; Crystal West Edwards, Esq.

Richard Greenberg, Esq., & Andrew Wolfe, Esq.

Anita Siegel, Esq., Siegel & Bergman, LLC; Judson Stein, Esq., Genova Burns, LLC; Ira Herman, CPA, CohnReznick, LLP; Eric Furey, CFP, RegentAtlantic, LLC

Paul Comeau, Esq., Partner, Hodgson Russ LLP

Sally Glick, Principal and Chief Growth Strategist of Sobel & Co., LLC

John Porter, Esq., Baker Botts LLP

Scott Clemons, CFA

Andrew J. DeMaio, Esq.

Deirdre Wheatley-Liss, Esq.,LLM, CELA; Trish Colucci, RN-BC, CCM; Terry McKeon

Richard Greenberg, CPA, JD, LLM of Greenberg & Schulman and Andrew T. Wolfe, CPA, JD, LLM of Hartman & Winnicki

Richard Greenberg, Esq., & Andrew Wolfe, Esq.

Leonard Witman

David Deutch, Whitman Business Advisors

Jonathan Blattmachr

Anita Siegel, Esq.

John M. Talley, J.D., Chief of the Office of Captive Insurance, NJ Department of Banking & Insurance and Harry M. Baumgartner, JD, Bressler, Amery & Ross

Richard Greenberg, CPA, JD, LL.M-Greenberg & Schulman and Andrew T. Wolfe, CPA, JD, LL.M-Hartman & Winnicki

Paul S. Lee, J.D., LL.M, National Managing Director, Bernstaein Global Wealth Management

Brynne Tillman

Natalie Choate, JD

Gideon Rothschild, JD, CPA, Moses & Singer LLP, New York, NY

Jim Barrood, Executive Director, The Rothman Institute of Entrepeneurship at Fairleigh Dickinson University; Bernard (Bud) D'Avella, Family Business & Law Advisor, Dan Kerrigan, CFA, Managing Director, MPI, Inc., Princeton, NJ; Marc Gaelen, O. Berk Company, Union, NJ

Richard Greenberg, Andrew Wolfe

Garry Straker, CMS, CEBS, Pricipal Partner, CohnReznick Benefits Consultants

Amanda Lott, CFP and John Zeltmann, CFP of RegentAtlantic Capital, LLC

William D. Lipkind, JD, LL.M, Lampf, Lipkind, Prupis & Petigrow, P.C., West Orange, NJ & New York,

Richard Greenberg, CPA, JD, LLM and Andrew T. Wolfe, CPA, JD, LLM, Hartman & W

Clark McCleary, CLU, ChFC

Steve R. Akers, Esq., Bessemer Trust

S. Stacy Eastland, Managing Director, Goldman Sachs & Company

Gail E. Cohen, Vice Chairman & General Trust Counsel, Fiduciary Trust Company International

Richard Greenberg, Greenberg & Schulman, Woodbridge and Andrew T. Wolfe, Hartman & Winnicki, Paramus

Chris Cordaro, RegentAtlantic Capital, LLC