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: 

June 11, 2026 (Thursday) - Installation Dinner at Sapori in Collingswood, NJ

INTERESTED IN SPONSORING AN EVENT?

If you are interested in sponsoring an EFPCSNJ meeting in the 2025—2026 Meeting Year, 
please contact Tim Bower at [email protected]

PAST EVENTS

Thursday, September 18, 2025
Topic: Managing Transitional Events Among Family-Owned Companies: What If the Principals Disagree?
Date: Thursday, September 18, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
PLEASE NOTE THE DUCATIONAL PROGRAM START TIME OF 9AM.
Location: Laurel Creek Country Club
Speakers:
Jason A. Levine, Esq. - Hangley Aronchick Segal Pudlin & Schiller
Curtis L. Golkow, Esq. - Golkow Business Law LLC
Michael Masciandaro, Esq. - Hangley Aronchick Segal Pudlin & Schiller

Sponsors:

Thursday, October 23, 2025
EFPCSNJ October 23, 2025 Social Event
Date: Thursday, October 23, 2025
Time: 6:00-8:00pm ET
Location: Saddlehill Winery
Address: 1407 White Horse Road, Voorhees Township, NJ 08043
Cocktails & Hors d'oeuvres served from: 6:00-8:00pm ET

THANK YOU TO OUR SPONSORS OF THIS EVENT

Thursday, October 30, 2025 Educational Event
Topic: Creating Fulfilling Outcomes for Clients - Understanding the World of Philanthropy
Date: Thursday, October 30, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
Speakers:
Rebecca Rothey, CAP®, AEP®, IPA. Senior Advisor, Greater Washington Community Foundation
Regina Donovan, Senior Philanthropy Officer, Virtua Health
Evan William Fitzpatrick, J.D. Vice President, Senior Wealth Strategist, PNC Private Bank

THANK YOU TO OUR SPONSOR OF THIS EVENT

Thursday, November 13, 2025 Educational Event
Topic: Life Settlements Planning
Date: Thursday, November 13, 2025
Time: 8:00am Registration and Breakfast Open, 8:45 am Opening Remarks, 9:00 - 10:00 am Educational Program
Speakers:
David J. Gill, Jr.. MST, CPA/PFS, CFP®, Haefele Flanagan
Brendan Flatow, Co-Founder & Managing Partner - Evergreen Settlements
Mark Singer, ChFC® and NQPC™ - Partner, Newton One, LLC

THANK YOU TO OUR SPONSOR OF THIS EVENT