Past Events

JCF’S PROFESSIONAL ADVISOR NETWORK PRESENTS:

Leaning into Social Distancing: A Perfect Storm for Wealth Transfer
Featuring Thomas J. Pauloski, JD
National Managing Director of Bernstein’s Wealth Strategies

Monday, June 7

Tom Pauloski, National Managing Director of Bernstein’s Wealth Strategies group lead a provocative discussion on planning issues and strategies in the current environment. Among the topics that Tom addressed:

• How the Democrats‘ tax proposals may impact wealth transfer strategies
• Avoiding generation-skipping transfer (GST) tax on nonexempt trusts
• Using private placement life insurance (PPLI) to mitigate portfolio income tax

 

 

JCF’S PROFESSIONAL ADVISOR NETWORK PRESENTS:

LET’S TALK PHILANTHROPY

Finding Your Client’s Inner Philanthropist: What Professional Advisors Can Contribute to the Conversation About Charity

Presented by Tamar Warburg, Esq. General Counsel for JCF

Featuring JCF staff of the Center for Strategic Philanthropy including Kim Hirsh, Michal Werner, Beverly Kestenbaum and Yaffa Karp

Thursday, November 19th, 2020

 

LET’S TALK PHILANTHROPY

Flexibility Wins: The Case for Donor Advised Funds

Presented by Anita Siegel, Esq., Siegel & Bergman, LLC

Featuring: Mark Lewis, Managing Director, JP Morgan Private Bank - Michael Schechner, CLU, Schechner Lifson Corporation - Larry Chodor, CPA, Wiss - Matthew Abrams, Esq. Sills Cummis & Gross

Thursday, November 5th, 2020
View a recording of this webinar

 

Making Spiked Lemonade out of Lemons: Estate Planning in a Low Values, Low Interest Rate World

Presented by Jerome A. Deener, Fox Rothschild LLP and Anita J. Siegel, Esq. Siegel & Bergman, LLC

Wednesday, June 10, 2020
View a recording of this webinar

Challenge or Opportunity? How the Life Insurance Industry is Responding to COVID-19 and Social Distancing

Presented by Steven A. Fishman, CLU, Norwood Financial Group, LLC and Michael R. Schechner, CLU Schechner Lifson Corporation

Wednesday, April 29, 2020
View a recording of this webinar

Come From Away- How To Succeed In Planning Your Estate Without Ever Entering Your Lawyer’s Office

Presented by Gary R. Botwinick, Esq. Einhorn, Barbarito, Frost & Botwinick, PC and Anita J. Siegel, Esq. Siegel & Bergman, LLC

Wednesday, April 22, 2020
View a recording of this webinar

 

Intergenerational Family Philanthropy Series Part 2

Featuring Paula Gottesman and her daughters Archie and Sally

November 13, 2019

Location: RegentAtlantic

Intergenerational Family Philanthropy Series Part 1

Featuring Leon and Toby Cooperman, their daughter-in-law Jodi, and their granddaughter Courtney

September 9, 2020

Location: Lowenstein Sandler LLP

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Cybersecurity: What Should Keep You Up at Night?

May 22, 2019

The annual gathering of JCF’s Professional Advisory Network members. The program included a cocktail hour and panel discussion on cybersecurity.

Panelists:

• Jared Maples, Director, NJ Office of Homeland Security and Preparedness
• Ileana van der Linde, Executive Director, Cybersecurity Awareness Global Program Lead, J.P. Morgan.

Moderated by Michelle A. Schaap, attorney, Cybersecurity and Corporate Law, Chiesa Shahinian & Giantomasi PC Attorneys at Law.

Location: JP Morgan
Summit, NJ

View photos at our LinkedIn page.