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  • Substantive knowledge and timeliness are the biggest strengths,” states one source. - Chambers USA

    A very highly respected firm not only by their peers but by our accounting firm, our insurance brokers and the stockbrokers that I deal with.” - Chambers USA

    “They have superior knowledge of the regulations and I appreciate their ability to explain things in plain English.”- Chambers USA

Tax & Employee Benefits

Speaking

10/18/19
Tax Strategies for Corporate Acquisitions, Dispositions, Spin-Offs, Joint Ventures, Financings, Reorganizations & Restructurings 2019 - Practising Law Institute’s (PLI)
09/11/19
08/08/19
06/27/19
Association of Municipal Assessors of New Jersey’s (AMANJ) June Conference
06/20/19
06/19/19
Domestic and International Tax Controversy Update
05/31/19
05/10/19
05/09/19
05/03/19
11th Annual Federal Tax Law Symposium (NJICLE)
04/30/19
03/08/19
Federal Bar Association’s 43rd Annual Tax Law Conference
03/07/19
03/05/19
02/26/19
01/31/19
01/25/19
01/18/19
ABA Section of Taxation’s 2019 Midyear Meeting
01/18/19
ABA Section of Taxation’s 2019 Midyear Meeting
01/18/19
12/14/18
ABA’s 35th National Institute on Criminal Tax Fraud and 8th Annual National Institute on Tax Controversy
11/28/18
11/21/18
11/19/18
11/09/18
Rutgers Annual Tax Alumni Event
11/08/18
11/07/18
11/05/18
Institute for Professionals in Taxation's Property Tax Symposium
11/05/18
10/19/18
10/10/18
Advanced Estate Administration Program - New Jersey Institute of Continuing Legal Education
09/28/18
09/20/18
07/19/18
06/20/18
06/13/18
05/17/18
New Jersey Chapter of the National Association of Tax Professionals (NATP)
05/11/18
30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposia
05/10/18
05/10/18
30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposium, Orlando, FL
05/10/18
05/09/18
30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposia
05/04/18
02/09/18
02/06/18
New Jersey Fellows of the American College of Trusts and Estates Counsel (ACTEC)
02/01/18
01/31/18
01/30/18
01/29/18
12/05/17
New Jersey Business and Industry Association (NJBIA)
11/30/17
11/17/17
2017 New England IRS Representation Conference
07/27/17
05/17/17
05/05/17
NJICLE 9th Annual Federal Tax Law Symposium
04/19/17
Tax, Trusts & Estates Committee of the Essex County Bar Association
04/07/17
NJICLE 2017 Business Law Symposium
04/07/17
Society of Professional Assessors Seminar
03/21/17
02/10/17
02/07/17
12/15/16
12/13/16
12/03/16
New Jersey CPA Society
12/01/16
Annual Tax Seminar of the Morris/Sussex Chapter of the New Jersey Society of Certified Public Accountants
11/15/16
11/10/16
11/08/16
11/08/16
10/26/16
06/23/16
05/18/16
04/28/16
ICLE 8th Annual Federal Tax Law Symposium
04/08/16
01/29/16
American Planning Association - New Jersey Chapter
12/12/15
New Jersey Society of Certified Public Accountants (NJCPA) Annual Tax Seminar
12/03/15
Annual Tax Seminar of the Morris/Sussex Chapter of the New Jersey Society of Certified Public Accountants
11/04/15
10/07/15
Wilmington Trust Company’s 2015 Trust Symposium
09/25/15
Tax Executives Institute, Inc. (TEI)
09/25/15
09/25/15
Tax Executives Institute, Inc. (TEI)
09/18/15
Association of Corporate Counsel New Jersey Chapter's (ACCNJ) All Day Annual CLE Conference
09/16/15
09/10/15
Philadelphia Bar Association Tax Section CLE Course
08/05/15
07/16/15
06/23/15
Middlesex County Bar Association Tax Committee CLE Seminar
04/30/15
04/17/15
New Jersey Institute for Continuing Legal Education in cooperation with the NJSBA Business Law Section
03/4/15
01/20/15
01/20/15
COST 2015 Property Tax Workshop
01/20/15
01/20/15
01/20/15
01/08/15
New Jersey Society of Certified Public Accountants, Passaic County Chapter
12/13/14
New Jersey Society of Certified Public Accountants, Union County Chapter
12/09/14
New Jersey Taxation Conference of the New Jersey Society of Certified Public Accountants
12/05/14
Annual Tax Seminar of the Morris/Sussex Chapter of the New Jersey Society of Certified Public Accountants
11/20/14
11/19/14
Property Tax Appeal Update: Strategies for Reducing Your Assessment
Choice Hotels Owners Council Town Hall
09/23/14
New Jersey Association of Public Accountants
09/19/14
NJ Corporate Counsel Association’s 12th Annual All Day CLE Conference
06/02/14
36th Annual New York University International Hospitality Industry Investment Conference
05/22/14
Graham-Pelton Consulting Program
05/15/14
New Jersey State Bar Association Annual Meeting – Atlantic City, NJ
05/02/14
The Future of Estate and Trust Practice - Panel
American Bar Association Real Property Trust & Estate Section Spring Symposium
05/02/14
Much Ado About Nothing: Tax Planning for Disregarded Entities
2014 Federal Tax Law Symposium
05/01/14
National Fiduciary Risk and Recent Developments Seminar
American Bankers Association
04/29/14
Estate Planning Update
New Jersey Senior Lawyers Conference
04/04/14
03/14/14
01/29/14
New Jersey Institute for Continuing Legal Education
11/26/13
11/16/13
New Jersey State Bar Association Mid-Year Meeting
10/15/13
Contractual Indemnification Obligations and Insurance Coverage - Risk Transfer, Practice and Pitfalls
ALM CLE Conference
05/10/13
Deciding How to Decide: Statutory Construction, Presumptions and Burdens of Proof
American Bar Association Tax Section’s May Meeting
05/02/13
Speaker at the American Bankers Association Telephone Briefing on "Developments and Trends in Fiduciary Litigation"
American Bankers Association
03/20/13
01/30/13
New Jersey Institute for Continuing Legal Education
07/19/12
New York University Summer Institute in Taxation, The Westin New York at Times Square, New York, NY
07/08 - 07/13/12
05/21/12
Resolving Estate Will and Trust Contests
National Business Institute’s Seminar, Marriott Saddle Brook, Saddle Brook, NJ
05/10/12
Decedents’ Accounts: A review of the NJ estate tax lien, waiver documentation requirements, and procedures for closing a decedent’s account
New Jersey Bankers Association, Forsgate Country Club, Monroe, NJ
05/09/12
New Jersey Institute for Continuing Legal Education, New Jersey Law Center in New Brunswick, NJ
05/04/12
Speaker and Moderator at the American Bar Association Spring Symposium (NYC) on "Don’t Try This at Home: Doom of Do-It-Yourself Planning"
05/03/12
Speaker on a Fiduciary Litigation Panel at the American Banker’s Association Annual Fiduciary Risk Update Telephone Briefing Series
American Bankers Association, ABA 2012 Trust and Estate Planning Telephone Briefing Series
05/05/11
Panelist at the Annual American Bankers Association Current Issues in Fiduciary Litigation and How to Minimize a Trustee's Exposure to Litigation
10/31/10
Panelist on a program sponsored by the Bureau of National Affairs (BNA) on "Recent Developments in Fiduciary Liability"
10/16/10
Speaker at the National Meeting of the American College of Trust and Estate Counsel program called "Mediation and Alternative Dispute Resolution from the Inside Out-- What Every Estate Lawyer Needs to Know" in Baltimore, MD, October 16, 2010.
09/25/10
Speaker at the Annual Joint Meeting of the American Bar Association Section on Taxation and Real Property, Trust and Estate Section in Toronto on "Fiduciary Liability in Administration of Irrevocable Life Insurance Trusts"
09/15/10
Webinar speaker for the New Jersey Institute of Continuing Legal Education called the "Digital Estate" involving technological issues relating to estate administration and litigation.
09/12/09
Speaker on "New Jersey Trust Planning and Administration Issues" at the American College of Trust and Estate Counsel (ACTEC) Northeast Regional Meeting
09/11/09
Speaker at the Mid-Atlantic Regional ACTEC Conference regarding "Current Tax and Non-Tax Issues in New Jersey Estate Administration and the Role of Revocable Trusts in New Jersey Estate Planning and Administration," September 11, 2009.
05/07/09
Speaker at the American Banker's Association telephone briefing called "Working with Trust Professionals: The Views of Experts and Beneficiaries," attend by some 800 or more bankers in trust and fiduciary departments around the country.
09/01/08
Speaker at Annual Joint Meeting of the ABA Section on Real Property, Trust and Estate Law and the ABA Section of Taxation. Gerard spoke on "Navigating the Trustee's Duty of Disclosure under the Uniform Trust Code" and "Conflicting Duties of Trustees, Officers and Directors with Respect to the Management of Closely-Held Business Entities"
01/01/08
DWS Scudder Distributors Management
DWS Scudder Distributors Management meeting
10/05/07
Speaker at the American College of Trust and Estate Counsel (ACTEC) Mid-Altantic Regional Meeting captioned: "Who Moved my Trust -- When, Whether and How to Move a Trust from State to State"
09/29/07
"Protecting Your Own Assets -- Avoiding and Defending Ethics and Malpractice Claims in the Estate and Trust Matters" for the American Bar Association Section of Real Property, Trust and Estate Law annual joint meeting with the Section on Taxation.
09/20/07
Co-Speaker with Sharon Klein, Esq., Vice President and Counsel at Fiduciary Trust Company International at the BNA/Tax Management Annual Editorial Board Program regarding "Disaster Management and Recovery Issues in Estate and Trust Administration" in New York City.
2003
Current Legal Developments
ESOP Association of New York/New Jersey
01/01/02
Institute for Continuing Legal Education: numerous topics
01/02/00
Employee Benefit Topics and Related Fiduciary Issues
New Jersey Bankers Association
01/01/97
Preliminary Matters; Drafting the Will 1997 - 2002
Massachusetts Continuing Legal Education
1993
Reporting Requirements of Qualified Plans Under ERISA
Enrolled Actuaries Conference
1993
Retirement Plan Elections in Estate Planning
American Bar Association