EFPCSNJ Annual Meeting and Election Thursday, May 14, 2026

The Estate and Financial Planning Council of Southern New Jersey announces their 2026-2027 slate of officers. Voting will occur at the May 14, 2026 meeting. All active EFPCSNJ members in attendance at the meeting will get a vote.

President: Lediana Florence, CTFA - PNC Private Bank
1st Vice President: Rachel Kieser - Armanino
2nd Vice President: Kelly M. Barry, Esq. - Obermayer Rebmann Maxwell & Hippel LLP
Treasurer: Mark Singer, ChFC, NQPC - Partner, Newton One, LLC
Secretary: Jaclyn L. Tsang, CFA - BNY Wealth
Immediate Past President:  Kristin L. Schmid, J.D., LL.M. - Kulzer & DiPadova, P.A.

Thursday, May 14, 2026

The First State (DE) vs the Mount Rushmore State (SD): Debate of State Trust Laws for Client Planning

PLEASE CLICK HERE TO REGISTER

Date: Thursday, May 14, 2026
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.

Location: The Samaritan Center at Voorhees, 265 S. Route 73 Voorhees, NJ 08043 (PLEASE NOTE THE NEW LOCATION)

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] 

Session Description:

Many clients might consider establishing trusts in a jurisdiction other than their home state. Practitioners should be aware of the evolving trust laws in certain choice jurisdictions, including Delaware, South Dakota, Nevada, Tennessee, Alaska, and more. For those who do not practice in these jurisdictions, it can be overwhelming to compare and contrast these states’ trust laws; however, understanding the nuances and opportunities can help clients better plan and protect their assets in trust. In this session, Brittany Horn Cook, Wealth Planner and Fiduciary Council, of Tiedemann Trust Company, and Brian M. Balduzzi, Private Client Attorney, of Faegre Drinker Biddle & Reath LLP, debate Delaware and South Dakota trust laws, including asset protection, dynasty, decanting, trust administration, income tax planning and more. Come listen and participate to see which state comes out on top and which might be best for certain clients for trust planning.

Learning Objectives:
* Summarize the benefits of using South Dakota or Delaware for trust planning
* Differentiate between South Dakota and Delaware for income tax and business planning
* Discuss trust decanting and modifications, along with nonjudicial settlement agreements, in South Dakota and Delaware
* Debate first-mover and case law-forward Delaware and statute-ready and liberal-minded South Dakota
* Conclude with a discussion of the role of corporate trustees and advisors in South Dakota and Delaware 

PLEASE CLICK HERE TO REGISTER NOW

Thank you to our CLE Sponsor: