Webcast- 2020 Estate Planning Summer Institute

Events
- Event Details
- Event Schedule

Closed

Format/Skill Level:

Webinar

Location:

Online

Date:

July 23-24, 2020

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New Jersey’s Top Annual Event for Estate Planning Practitioners

Presented in cooperation the NJSBA Real Property Trust and Estate Law Section

Thurs., July 23 and Fri., July 24
9 a.m to 4 p.m.

List Price: $199.00 USD

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save $199.00 USD or more

Watch Live, or Watch On-Demand On Your Own Schedule

We get it, watching 2-full days of a virtual program can be challenging – especially this year. Now we’re making it easier for you - when you register for the 2-day program, you’ll automatically get the on-demand video of both days (available...

Watch Live, or Watch On-Demand On Your Own Schedule

How It Works:

- Order this program, and watch live

- Automatically get the On-Demand + Live Program for both days

- It’s your choice how you earn your credits – watching the program live or viewing the on-demand later (remember you have 120 days to watch the on-demand before it expires)

- You’ll only receive credits once. You cannot get double credit by attending the virtual program and then viewing the on-demand video.

General Tuition:

Attend both days for only: $199

General Tuition (per day): $159

Live Webcast
All webcasts will use the Zoom meetings platform - you can prepare for the webcast by downloading the Zoom meetings app.

Live CLE Credit Requirement Suspended
Effective immediately, the New Jersey Supreme Court has suspended the live credit requirement for continuing legal education credits. Until further notice from the Court, all twenty-four credit hours for the compliance period may be fulfilled via live webcasts, webinars and other alternative verifiable formats

Moderators/Speakers:

Robert D. Borteck, Esq.
Borteck & Czapek, P.C., Florham Park

Gerard G. Brew, Esq.
McCarter & English, LLP, Newark

Speakers include:

Robert I. Aufseeser, Esq.
Lowenstein Sandler PC, Roseland

Gary R. Botwinick, Esq.
Einhorn, Barbarito, Frost & Botwinick, PC, Denville

Christine Socha Czapek, Esq.
Borteck & Czapek, PC., Florham Park

Timothy M. Ferges, Esq.
McCarter & English, LLP, Newark

Richard H. Greenberg, Esq.
Greenberg & Schulman, Woodbridge

Susan M. Holzman, Esq.
Orloff Lowenbach Stifelman & Siegel, Morristown

Laura A. Kelly, Esq.
McCarter & English, LLP, Newark

Jill Lebowitz, Esq.
Norris McLaughlin & Marcus, PA, Bridgewater

Gary A. Prince, Jr., Esq.
Mantell & Prince, New Providence

Anita J. Siegel, Esq.
2001 Clapp Laureate
Siegel & Bergman, LLC, Morristown

Tara S. Sinha, Esq.
Witman Stadtmauer, PA, Florham Park

Angela Titus McEwan, Esq.
Day Pitney, LLP, Parsippany

Jordan S. Weitberg, Esq.
Bressler Amery Ross, New York

Crystal West Edwards, Esq.
Porzio, Bromberg & Newman, P.C., Morristown

Leonard J. Witman, Esq.
Witman & Stadtmauer, PA, Florham Park

About This Year’s Program

The summer wouldn’t be complete without this popular summer institute! This program provides an in-depth look at estate planning and features advanced analysis of the most pressing topics in 2020 estate planning presented by an extraordinary panel of seasoned faculty. You will come away with a deeper understanding of the law and procedure, essential drafting techniques, and information that will elevate your practice immediately.

This is the can’t miss Estate Planning program of the year!

How To Access Your Webcast or Webinar

On Our Website: After you register for this program, simply click on "Your Portfolio" in the menu bar on the top of every page (you must be logged in) to access your webinar/webcast login instructions, CLE forms, and program materials.

Via Email: An email containing access information will also be sent to the primary email address we have on file for you. If you do not receive the email, please follow the instructions above to login under "Your Portfolio".

Program Agenda: Day 1 - July 23
9;00	Program Welcome
9:10	Estate Planning Implications of New Tax Law - Richard Greenberg, Esq.
9:50	Estate Planning for Second Marriages - Gary R. Botwinick, Esq.
10:30	Break
10:40	Counsel Fees - Jordan S. Weitberg, Esq.
11:20	Ethics for Estate Planners - Susan M. Holzman, Esq.
12:20	Luncheon
1:00	The Law of Lost Wills, Safekeeping Wills, E-Wills and Writing Intended as Wills - Robert I. Aufseeser, Esq.
1:40	Estate Litigation - Christine Socha Czapek, Esq.
2:15	Break
2:30	Estate Planning for Business Owners/ Buy Sell Agreements - Gary A. Prince, Jr., Esq.
3:10	Elder Care Update - Crystal West Edwards, Esq.
4;00	Adjourn

Program Agenda: Day 2 - July 24
9:00	Program Welcome
9:10	Retirement Planning Update 2018 - Leonard J. Witman, Esq.
9:50	Relief from Mistakes (Section 9100 Relief) - Laura A. Kelly. Esq.
10:30	Break
10:40	Decanting/Modification of Trusts - Angela Titus McEwan, Esq.
11:25	Charitable Planning from the Simple to the Sophisticated - Anita Siegel, Esq.
12:10	Luncheon
1:00	Estate Planning for Digital Assets - Tara Sinha, Esq.
1:40	Digging Deeper into the New Jersey Inheritance Tax - Jill Lebowitz, Esq.
2:15	Break
2:30	New Fiduciary Roles in New Jersey Directed Trustees. Protectors and Others - Timothy M. Ferges, Esq.
3:15	Planning with Life Insurance
4:00	Adjourn

CLE Credits:

NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 13.4 hours of total CLE credit. Of these, 1.0 qualify as hours of credit for ethics/professionalism.

NJ CLE:	This program has been approved for 13.4 credits (50 minute hour), including 1.2 ethics/professionalism credits
PA CLE:	10.5 substantive and 1.0 ethics credits pending ($12 fee – separate check payable to NJICLE must be submitted at the end of the program)
CPE:	Day 1- 1.0 accounting credits & 5.5 taxation credits Day 2- 6.5 taxation credit
NY CLE (t&nt):	12.0 professional practice and 1.0 ethics credits

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Would you like to fax your registration to us? Click here for PDF registration form.
Group Registrations: Interested in registering a group for this program? Click here for a PDF order form.
CANCELLATION POLICY: If you register & cannot attend, please notify NJICLE in writing up to 24 hours before the program to be eligible for a refund (less $20 processing fee) or, use your payment as credit toward another purchase within the next year. (Credit will expire one year from order date.)

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New Jersey Institute for Continuing Legal Education