Porzio's Wealth Preservation Symposium
Wednesday, January 29
Noon—6:30 p.m.
Agenda
Noon
Registration, Lunch, & Networking
1 p.m.
Opening Remarks
The New Administration: Anything Can Happen!
Learn about the key practice areas in Wealth Preservation and how the new Trump administration policies may impact them.
Strategic Planning for Special Circumstances
Explore various strategies for handling some unique, yet not entirely uncommon, family scenarios you might encounter as part of an estate planning team.
Practical Considerations for Counseling Clients on Potential Probate Litigation
Delve into the unique challenges and intricacies of probate litigation and gain valuable insights for professionals whose clients are either defending or potentially pursuing such claims.
2:35 p.m.
Break
2:45 p.m.
When Uncle Sam is Your Pen Pal
Perfect for tax professionals and legal advisors, this presentation equips you with practical tools to protect your clients' interests while navigating complex IRS interactions.
3:15 p.m.
A FLING Only New Jersey Will Hate
Hear a discussion about the elements of residency for individuals capable and interested in relocating to a no-tax state in addition to the planning opportunities with irrevocable trusts established in no-tax states such as Florida.
3:45 p.m.
Don’t Fall Off the Tax Cliff (or How to Face the Cliff with a Bunji Cord)
Hear from our presenters about the potential sunset of the Tax Cuts and Jobs Act (TCJA) on December 31, 2025 and the tax planning that we should be considering for our clients right now.
Beyond Ownership: Strategic Succession Planning for Closely Held Businesses
What happens when it's time to pass the torch? Whether transferring to family, selling to employees, or seeking a third-party buyer, business succession planning is critical to preserving value, maintaining continuity, and securing your client’s legacy. In this dynamic session, we’ll explore the pros and cons of each succession pathway, highlight key legal and tax strategies, and provide actionable insights to guide business owners through smooth transitions.
4:45 p.m.
Wealth Preservation for Holders of Crypto Currency
Dive into the often unknown, misunderstood, or unappreciated issues surrounding the gift and estate taxation of Crypto Currency, including passing Crypto to successive generations and charitable contributions of Crypto.
5:15 p.m.
Closing Remarks
5:20—6:30 p.m.
Cocktail Reception
This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.8 hours of total CLE credit. Of these, 0 qualify as hours of total credit for ethics, professionalism, and professional responsibility, of which 0 qualify as hours of credit for diversity, inclusion, and elimination of bias (BCLE Reg. 302:1).
