Thursday, February 20, 2025
Topic: Estate Planning Update from Florida Institute

PLEASE CLICK HERE TO REGISTER

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









Interested in sponsoring - please email [email protected]

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.