Wealth Management Companies in New Jersey - PDF by obn18755

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									               Trusts & Estates magazine
                                    &
         Georgetown University Law Center
            Continuing Legal Education
                               Present



     The Wealth
     Management
       Summit
              Thursday-Friday,
            October 28-29, 2004
11.5 CLE credits, includes 1.5 optional hour of ethics/13.5 CPE credits




                                 SPEAKERS:                     Bryan Dunn                   Louis I. Margolis          Ted R. Ridlehuber
SPONSORS:                                                      Kinship Trust Company, LLC   Select Advisors, LLC       Cannon Financial
Trusts & Estates                 Ronald D. Aucutt              Northbrook, IL               New York, NY               Institute, Inc.
magazine and                     McGuireWoods LLP                                                                      Athens, GA
Georgetown University Law        McLean, VA                    Edward J. Finley II          Louis A. Mezzullo
Center Continuing Legal                                        JPMorgan Private Bank        McGuireWoods LLP           Professor Paul G.
Education                        Dennis I. Belcher             New York, NY                 Richmond, VA               Schervish
                                 McGuireWoods LLP                                                                      Boston College
LOCATION:                        Richmond, VA                  Richard L. Harris            Andrew M. Parker           Boston, MA
Georgetown University                                          BPN Montaigne LLC            Bessemer Trust
Law Center                       John T. Brooks                Clifton, NJ                  New York, NY               Raymond L. Sutton Jr.
600 New Jersey Avenue, NW        Foley & Lardner LLP                                                                   Baker & Hostetler, LLP
Washington, DC 20001             Chicago, IL                   Ellen K. Harrison            Lloyd Leva Plaine          Denver, CO
                                                               Shaw Pittman LLP             Sutherland Asbill &
PROGRAM CHAIRS:                  Robert B. Coplan              Washington, DC               Brennan LLP                Conrad Teitell
Edward Jay Beckwith              Ernst & Young, LLP                                         Washington, DC             Cummings & Lockwood LLC
Baker & Hostetler, LLP           Washington, DC                Bernard A. Krooks                                       Stamford, CT
Washington, DC
                                                               Littman Krooks LLP           Russ Alan Prince
                                 John P.C. Duncan              New York, NY                 Prince & Associates, LLC   David A. Wexler
Rorie M. Sherman                 Duncan Associates Attorneys                                Redding, CT                Greenberg, Wexler &
Editor in Chief                  and Counselors, P.C.          Jeffrey R. Lauterbach                                   Associates, LLC
Trusts & Estates magazine        Chicago, IL                   The Capital Trust Company    Charles L. Ratner          Washington, DC
New York, NY                                                   of Delaware                  Ernst & Young, LLP
                                                               Wilmington, DE               Cleveland, OH



           GEORGETOWN UNIVERSITY LAW CENTER
           CONTINUING LEGAL EDUCATION
           YOUR AUTHORITATIVE LEGAL RESOURCE FROM THE NATION’S CAPITAL
                                                        THE WEALTH MANAGEMENT SUMMIT                                                                                                                  SUMMIT AGENDA
                                                                                                                                                  THURSDAY, OCTOBER 28                                                     3:30 - 5:00 pm
                                        Trusts & Estates magazine and Georgetown University Law Center have joined together to create a                                                                                    LAWS, REGS, STRATEGIES, PRODUCTS: Critical
                                        unique gathering of private wealth professionals in our nation’s Capital. For two days, Oct. 28 and 29—   8:00 - 8:30 am                                                           Developments, Key Challenges and Practical Solutions
                                        on the eve of the 2004 presidential elections—advisors from around the country will convene in            REGISTRATION AND CONTINENTAL BREAKFAST                                   Edward Jay Beckwith, Robert B. Coplan and Lloyd Leva Plaine
                                        Washington, DC at Georgetown Law Center to discuss the latest thinking on the accumulation,
                                                                                                                                                  SPONSOR WELCOME                                                          5:00 - 6:00 pm
                                        management and disposition of private wealth. Attendance is strictly limited to ensure attendees have                                                                              NETWORKING COCKTAIL RECEPTION
                                        access to the all-star roster of speakers. The summit’s speakers showcase trendsetters and top analysts   Christian G. Heilmann, Managing Director, Merrill Lynch Private
                                        from private practice and academia. Early registration is strongly advised.                               Banking and Investment Group
                                                                                                                                                                                                                           FRIDAY, OCTOBER 29
                                                                                                                                                  8:30 - 8:45 am
                                                                                                                                                  WELCOME                                                                  8:30 - 8:45 am
During two fast-paced, information-packed days in Washington, DC, you will:                                                                       Edward Jay Beckwith and Rorie M. Sherman, program chairs                 CONTINENTAL BREAKFAST
•   participate in your choice of advanced-level workshops facilitated by leading wealth planning professionals;
•   master best practices in estate planning that already are being used by top lawyers, accountants, insurance professionals and others;         8:45 - 9:30 am                                                           8:45 - 9:00 am
•   improve your ability to solve clients’ problems by implementing creative, tested solutions;                                                   PRIVATE WEALTH TODAY: The Demographics, Econometrics,                    REVIEW AND PREVIEW
                                                                                                                                                                                                                           Edward Jay Beckwith and Rorie M. Sherman, program chairs
•   learn how to boost your productivity and profitability;                                                                                       Attitudes, Trends and Market Shares of High-Net-Worth America
                                                                                                                                                  Professor Paul G. Schervish                                              9:00 - 9:45 am
•   explore the hot issues and trends that will affect your clients’ and your practice’s futures;
•   share experiences, ideas and solutions with your peers;                                                                                                                                                                THE INSURANCE INDUSTRY REGROUPS: Life after Split Dollar
                                                                                                                                                  9:30 - 9:45 am                                                           Richard L. Harris, Charles L. Ratner and David A. Wexler
•   benchmark your practices and techniques against those of the best practitioners in the country;                                               TAX POLICY: History and Prologue
•   discover products and services to help you be more successful;                                                                                Ronald D. Aucutt                                                         9:45 - 10:30 am
•   energize your career with fresh insights, new skills and valuable contacts.                                                                                                                                            REALLY PRIVATE ASSET MANAGEMENT: The Latest on Family
                                                                                                                                                  9:45 - 10:45 am                                                          Offices and Private Trust Companies
                                                                                                                                                  TAX POLICY: Portrait of a Work in Progress                               John P.C. Duncan, Bryan Dunn, Jeffrey R. Lauterbach and
                                                                                                                                                  Ronald D. Aucutt, Dennis I. Belcher and Ellen K. Harrison                Raymond L. Sutton, Jr.
Your registration includes:
•   a thought-provoking keynote address by a scholar who has studied America’s wealth;                                                                                                                                     10:30 - 11:00 am
                                                                                                                                                  10:45 - 11:15 am                                                         REFRESHMENT BREAK
•   a review of tax policy by a blue-ribbon multi-disciplinary strategic task force;                                                              REFRESHMENT BREAK
•   practical tips on how to improve your practice;                                                                                                                                                                        11:00 am - 12:00 pm
•   an empowering lunch address by one of the pioneers in wealth management;                                                                      11:15 am - 12:15 pm                                                      VALUATION MORASS: Lessons Learned, Battles to Come
•   choice of workshops on legal ethics, avoiding fiduciary suits and coping with the phase-out of state death tax credits;                       THE PRACTICE: How to Profit Today, Position for Tomorrow                 Louis A. Mezzullo
•   up-to-the-minute discussion of current developments affecting laws, regulations, strategies and new products;                                 Russ Alan Prince and Ted R. Ridlehuber
                                                                                                                                                                                                                           12:00 - 12:30 pm
•   analysis of the insurance industry after split dollar;                                                                                                                                                                 BOX LUNCH
                                                                                                                                                  12:15 - 12:45 pm
•   assessment of the latest issues impacting family offices and private trust companies;                                                         BOX LUNCH
•   clarification of the morass surrounding valuation and what will come in the future;                                                                                                                                    12:30 - 1:30 pm
                                                                                                                                                                                                                           ADVANCED WORKSHOPS
•   a spotlight session on international planning techniques;                                                                                     12:45 - 1:45 pm                                                          A. INTERNATIONAL PLANNING
•   choice of workshops on insurance developments, valuation problems and private wealth management;                                              KEYNOTE ADDRESS                                                          Edward J. Finley II
•   pointers on avoiding the mine fields surrounding hedge funds;                                                                                 ONE MAN’S OBSERVATIONS AND PREDICTIONS 1969 TO                           B. INSURANCE
                                                                                                                                                  2009: Making a Better World While Avoiding Bad Heir Days and             Charles L. Ratner
•   exploration of high-end assisted care and other innovative choices for your very wealthy clients;                                             Near-Death Tax Experiences                                               C. VALUATION
•   reports from the 2004 presidential camps—high-ranking officials from both campaigns will offer their assessment of how their                  Conrad Teitell                                                           Louis A. Mezzullo
    candidate’s win will affect fiscal and wealth management policies;                                                                                                                                                     D. PRIVATE WEALTH MANAGEMENT
•   comprehensive written materials for all sessions and workshops;                                                                               1:45 - 2:00 pm                                                           John P.C. Duncan and Jeffrey R. Lauterbach
•   a reception where you can mingle with speakers and fellow attendees;                                                                          REFRESHMENT BREAK
                                                                                                                                                                                                                           1:30 - 1:45 pm
•   networking breakfasts, lunches and refreshment breaks;                                                                                                                                                                 REFRESHMENT BREAK
                                                                                                                                                  2:00 - 3:30 pm
•   an exhibit area featuring valuable products and services for professionals from all disciplines.                                              ADVANCED WORKSHOPS                                                       1:45 - 2:25 pm
                                                                                                                                                  A. ETHICS FOR LAWYERS: A Survival Kit                                    HEDGE FUNDS: The Good, The Bad and The Ugly
                                                                                                                                                  Dennis I. Belcher                                                        Louis I. Margolis and Andrew M. Parker
Who should attend:                                                                                                                                • How to manage the conflicts of interest in representing multiple
•   Attorneys                                                                                                                                        fiduciaries.                                                          2:25 - 3:00 pm
•   Accountants                                                                                                                                   • Can/should the attorney represent an individual who is a fiduciary     NEW OPTIONS FOR OLD AGE: High-End Assisted Care and
                                                                                                                                                     and also one of the beneficiaries in both capacities (fiduciary and   Other Innovative Choices for the Fabulously Wealthy
•   Trust Professionals
                                                                                                                                                     individual beneficary)?                                               Bernard A. Krooks
•   Insurance Professionals
                                                                                                                                                  • How to identify and manage the conflicts of interest in representing
•   Financial Planners                                                                                                                               the entity and the owners of the entity.
                                                                                                                                                                                                                           3:00 - 3:30 pm
•   Investment Advisors                                                                                                                                                                                                    WASHINGTON SPEAKS: If My Candidate Wins…
                                                                                                                                                  B. ETHICS FOR FIDUCIARIES: How Not to be Sued                            Insiders give the last-minute low-down on how their candidate, as presi-
•   Asset Managers                                                                                                                                John T. Brooks                                                           dent, will impact fiscal policy and the accumulation of private wealth.
•   Philanthropy Professionals                                                                                                                    C. IN TRANSITION: Coping with the Phase-Out of the State
•   Family Office Executives                                                                                                                      Death Tax Credit and Other Drafting Headaches                            3:30 pm
                                                                                                                                                  Ronald D. Aucutt                                                         ADJOURNMENT
  HOTEL INFORMATION
  Georgetown University Law Center CLE
                                                                                            REGISTRATION FORM
  has preferred rates at the Hyatt
  Regency Washington on Capitol Hill.         Thursday-Friday,                                                               Georgetown University Law Center Continuing
  When making reservations, please            October 28-29, 2004                                                            Legal Education
  refer to Corporate Number 58549
  to receive the Georgetown University        Ph: (202) 662-9890                                                             600 New Jersey Avenue, NW
  Law Center rate. We recommend               Fax: (202) 662-9891                                                            Washington, DC 20001-1564
  making reservations at least 30
  days prior to the conference.
  This rate is based on hotel availability.   Institute Fee:        ❑ $795 regular                             ❑ $745 GULC alumnus class of ______
  Phone: 1-800-233-1234                                             I cannot attend, but please send me the following:
  or 202-737-1234
  Hyatt Regency Washington                                          ❑ CD-ROM (text only) $129                  ❑ Course Materials $149
  on Capitol Hill                                                   ❑ Audio Cassettes $249                     ❑ Audio CD-ROM (audio & text) $499
  400 New Jersey Avenue, NW
  Washington, DC 20001-1564                                         ❑ I would like a one year subscription to Trusts & Estates for the special Wealth Management Summit rate of $169
  (The hotel is approximately two
  blocks from the Law Center)                 Name

  CANCELLATION                                Occupation:          ❑ Attorney                                  ❑ Accountant                              ❑ Insurance Professional
  Please fax your cancellation notice to                           ❑ Trust Professional                        ❑ Financial Planner                       ❑ Asset Manager
  (202) 662-9891 by 5:00 p.m. on                                   ❑ Philanthropy Professional                 ❑ Family Office Executive                 ❑ Other (Please specify):
  October 25, 2004 for a refund (less                                                                                                                    _______________________
  a $50 administrative fee). Rain
  checks for a future program will be         Firm/Company
  granted for cancellations received
  after October 25 and prior to the
                                              Address
  start of the program.

                                              City                                                                                 State                          Zip
  CLE/CPE CREDIT
  11.5 CLE credits, includes 1.5              Telephone                                                                            Fax
  optional hour of ethics (based on a
  60-minute hour)/13.5 CPE credits.
                                              E-mail Address
  Registered with the National
  Association of State Boards of              CLE/CPE Credit?                                                                      If Yes, What State?
  Accountancy as a sponsor of
  continuing professional education on        Source Code (Source code can be found on top of mailing label)
  the National Registry of CPE Sponsors.
  State boards of accountancy have
  final authority on the acceptance of
  individual courses. CPE credits are         FIVE WAYS TO REGISTER
  not granted for self-study purposes.
  For more information regarding              _________ PHONE: Call (202) 662-9890 (credit card registrations only)
  administrative policies such as
  complaint and refund, please                _________ FAX: (202) 662-9891 with your credit card information
  contact our offices at 202-662-9890.
  No prerequisites or advanced                                 Visa _________             MasterCard _________           AmEx _________
  preparation is required.
                                                               Card #                                                                                          Exp. Date:
  SCHOLARSHIP                                                  Signature:
  Apply online at
  www.georgetowncle.org or
  submit written request no later than        _________ MAIL: Send form with your check or Purchase Order
  5:00 pm on October 14, 2004 to:                             Please make checks payable to Georgetown CLE
  Scholarship Committee                                       Return to Georgetown CLE, 600 New Jersey Avenue, NW, Washington, DC 20001-1564
  Georgetown CLE
  600 New Jersey Avenue, NW                   _________ E-MAIL: Send your information to: cle@law.georgetown.edu (credit card registrations only)
  Washington, DC 20001-1564
  or fax to (202) 662-9891                    _________ ONLINE: Register on the web at www.georgetowncle.org



                                  THE WEALTH MANAGEMENT SUMMIT
                 Georgetown University Law Center                                                                                                                                     Non-Profit
                 Continuing Legal Education                                                                                                                                          U.S. Postage
                 600 New Jersey Avenue, NW                                                                                                                                               PAID
                 Washington, DC 20001-1564                                                                                                                                           Wash., D.C.
                                                                                                                                                                                       No. 3493




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