Thursday, February 20, 2025

Topic: Estate Planning Update from Florida Institute

Speakers: Martin Babitz, BNY Mellon and Glenn Henkel, Kulzer & DiPadova

PLEASE CLICK HERE TO REGISTER

Location: Laurel Creek Country Club

Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
PLEASE NOTE THE NEW EDUCATIONAL PROGRAM START TIME OF 9AM.

Cost: EFPCSNJ Members - $45.00
Non-Members - $65.00

This Meeting is being Generously Sponsored by:









 

Interested in sponsoring a future event? - Contact Tim Bower at [email protected] 

 

We are applying for this meeting to qualify for the following CE credits:  

1.0 CPE credit (for CPAs), 1.0 CFP credits, NJ & PA CLE credits

Thank you to our CLE Sponsor:
 

 

 

SESSION DESCRIPTION:

The Florida (Heckerling) Institute on Estate Planning is an important week-long annual conference featuring the best national minds on recent developments topic. Our program will summarize some of the key recent developments and highlight some of the best discussions such that participants will have a grasp on some of the most important case and rulings in 2024 as well as the thinking of the national experts on what advisors should be focusing on for their clients in the year ahead.

SPEAKERS:

Martyn S. Babitz
Vice President, BNY Mellon Wealth Management
Marty is a Senior Wealth Strategist for BNY Mellon Wealth Management. He advises clients on all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax and generation skipping tax mitigation strategies. Prior to joining BNY Mellon Wealth Management, Marty was a senior vice president and national director of estate planning for Hawthorn, PNC Family Wealth. Marty previously was a senior wealth planner for Brown Brothers Harriman and PNC Wealth Management. Marty has over thirty-five years experience in wealth management and estate planning, previously as an attorney in private practice with New Jersey based firms McCarter & English and Archer & Greiner focusing on estate planning, tax planning, charitable planning and business succession planning.  Marty has been widely published in national and regional legal periodicals such as Estate Planning Magazine, Journal of Practical Estate Planning, and the New Jersey Law Journal. Marty is a regular speaker for groups of attorneys and other professionals. He is a course planner and faculty member for the Pennsylvania Bar Institute.

Glenn A Henkel, J.D., LL.M., CPA
Shareholder and Attorney
Kulzer & DiPadova, P.A

MEMBER OF NJ & PA BARS
MEMBER OF FL BAR
MEMBER OF NY BAR

Mr. Henkel is a shareholder in the firm Kulzer & DiPadova and earned his J.D. degree at Rutgers University School of Law, where he graduated with honors and was awarded the Prentice Hall Award for outstanding performance in the area of taxation. He earned his LL.M. in Taxation at New York University.

 

About Us

The Estate and Financial Planning Council of Southern New Jersey, Inc. is a professional association of estate and financial planning practitioners in the southern NJ region.

The objectives of the Council are: to provide a better understanding of the services its members can render to the general public; to promote cooperation between each of the membership groups of this organization and to foster a better understanding of the proper relationship which each group bears to the other, to its clients and to the general public; to promote the awareness and usage of financial planning through appropriate means, including education; and to promote the interests of its members through the sharing of knowledge and expertise.
For more information click here

EFPCSNJ Upcoming Events
Thursday, April 23, 2025
Social Event: Tax Relief! End of Tax Season Celebration
Cocktails & Hors d'oeuvres served from: 5:30-7:30pm
Date: Thursday, April 23, 2025
Time: 5:30-7:30pm
Location: Tavistock Country Club in Tavistock (Haddonfield), NJ
Address: 100 Tavistock Lane, Tavistock, NJ 08033
Interested in sponsoring - please email [email protected]

EFPCSNJ Sponsorship Opportunities

Interested in sponsoring an EFPCSNJ event? Please contact Tim Bower at [email protected] or 856-795-0551 today to learn more