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Financial Issues and Cognitive Impairment with the Elderly

WebSpeakers: Mr. Michael Sluka, Esq., Mrs. Sonia Aufiero and Mrs. Susan Greenbaum. For professionals in the financial world, we read about elder and financial …

Actived: 1 days ago

URL: https://www.gnjepc.org/events/event/21379

For Professionals

Web61st Annual NAEPCAdvanced Estate Planning Strategies Conferencewith Post-Conference Sessions for Council Leaders (EPC board members welcome) October 20 - 24, 2024 - …

Category:  Health Go Health

Greater New Jersey Estate Planning Council

WebThe Greater New Jersey Estate Planning Council is a local organization in Bergen County, NJ of professional estate planners focused on furthering the education of our members …

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The Family-Focused Office

WebThird may be ignorance of what it means to place the family's human capital at the center of the family office's work. It is hard to hit a target without knowing what it looks like.

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Crystal West Edwards, Associate Phone: (973) 540-7338 Fax: …

WebJersey “Elder Care Planning,” Speaker, 2nd Annual Ask-A-Lawyer Day, Metuchen-Edison Area Branch of the NAACP, Edison, New Jersey “Importance of Estate Planning,” Safe …

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JOSHUA S. RUBENSTEIN

WebJoshua S. Rubenstein is national head of the firm’s Trusts and Estates practice. He handles a wide variety of private client matters on a local, national and international level, …

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Creative Education Planning For The High-Net-Worth and Estate …

WebWhile Education Planning may seem like a myopic topic, it is one that is very much interrelated to a client’s estate, financial, insurance and retirement planning as well as …

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KENNETH R. COHEN, ESQ. Davidson, Sochor, Ragsdale

Web619 River Street, Suite 200 Tel. (201) 791-7797 Elmwood Park, NJ 07407 Fax (201) 791-7091 [email protected] www.nj-lawyer.com KENNETH R. COHEN, ESQ.

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Lauren I. Mechaly, Associate

WebLauren I. Mechaly, Associate Phone: 201-225-2701 Fax: 973-540-7300 E-mail: [email protected] Lauren I. Mechaly focuses her practice on elder law, special needs …

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Planning Ideas that Will Change How You Practice Estate …

WebESTATE PLANNING By: Martin M. Shenkman, CPA, MBA, AEP, PFS, JD Free 1 hour Seminar for attorneys, CPAs, financial advisers, and insurance consultants followed by …

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Kevin Matz, Esq.

WebArticles • “A View from the Audience at Heckerling (2013)”, WealthManagement.com, February 2013 • “So What Does It Mean To Have a "Permanent" Estate and Gift Tax …

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National Association of Estate planners & councils

Web2 | P a g e Speaker and topic availability subject to change Paul M. Caspersen, CFP®, MS (Financial Planning & Taxation), AEP® Availability: Programs up to 1 hour in length

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Robert P. Contillo

WebRobert P. Contillo The Honorable Robert P. Contillo (Ret.), is formerly the Presiding Judge of the Chancery Division of the Superior Court of New Jersey, Bergen County, NJ.

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National Association of Estate planners & councils

Web2 | P a g e Speaker and topic availability subject to change Hartman Axley, CLU®, ChFC®, JD, CFP®, MSFS, RHU, AEP® (Distinguished) Nominee Availability: Programs up to 1.5 …

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YEARLY NO-CHARGE SPEAKER PROGRAM

Web5 | P a g e Speaker and topic availability subject to change Ginger F. Mlakar, JD, CPA, AEP® Availability Programs up to 1 hour Virtual or In-Person Programs (after 01/01/2022 …

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IOGRAPHY GIDEON ROTHSCHILD

WebBIOGRAPHY GIDEON ROTHSCHILD Gideon Rothschild, J.D., C.P.A. Moses & Singer LLP 405 Lexington Avenue New York, New York 10174-1299 212-554-7806 …

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JACQUELINE VALOUCH

WebMs. Valouch American in charitable tradition. planning consultant for Fidelity Charitable®, resource assumed of inception philanthropy her current role providing The mission …

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CURRICULUM VITAE VINCENT M. D’ADDONA, CLU, ChFC, …

WebOffice 212-701-7903 Fax 646-349-3078 Cell 917-453-4008. Mr. Vincent M. D’Addona, CLU, ChFC, AEP is a senior associate at Strategies for Wealth Creation & …

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SAMUEL A. DONALDSON Curriculum Vitae, January 2014

WebSamuel A. Donaldson Page 2 BAR ADMISSIONS AND PROFESSIONAL ASSOCIATIONS Arizona (1994, inactive) Washington (1995) Oregon (1996) Academic Fellow, American …

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