2019 Estate Planning Summer Institute

Events
- Event Details

Closed

Format/Skill Level:

Meeting

Location:

New Jersey Law Center
1 Constitution Sq. New Brunswick, NJ 08901

Date:

July 25-26, 2019

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

New Jersey’s Top Annual Event for Estate Planning Practitioners

A Comprehensive 2-Day Program
Thurs., July 25 and Fri., July 26
9 a.m to 4 p.m.
New Jersey Law Center, New Brunswick

List Price: $295.00 USD

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Tuition:

Attend both days for only: $295

General Tuition (per day): $185

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. Ansell Grimm &...

Tuition:

Attend both days for only: $295

General Tuition (per day): $185

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. Ansell Grimm & Aaron, PC, Ocean
Christine Socha Czapek, Esq. Borteck & Czapek, PC., Florham Park
Crystal West Edwards, Esq. Schenck Price Smith & King, LLP, 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, PA, Morristown
Laura Ann Kelly, Esq. McCarter & English, LLP, Newark
Jill Lebowitz, Esq. Norris McLaughlin & Marcus, PA, Bridgewater
Angela Titus McEwan, Esq. Day Pitney, LLP, Parsippany
Gary A. Prince, Jr., Esq. Mantell & Prince, New Providence
Catherine Romania, Esq. Witman & Stadtmauer, PA, Florham Park
Anita J. Siegel, Esq. Siegel & Berman, LLC, Morristown
Tara S. Sinha, Esq. Witman & Stadtmauer, PA, Florham Park
Jordan S. Weitberg, Esq. Bressler Amery Ross, New York
Leonard J. Witman, Esq. Witman & Stadtmauer, PA, Florham Park

About The Program:

About This Year’s Program
The summer wouldn’t be complete without this popular institute! As always, this essential annual event features a virtual “who’s who” of top New Jersey estate planning experts, who will provide you with an in-depth look at the latest estate planning developments as well as advanced analysis of the most pressing topics in 2019. By the end, you’ll come away with a deeper understanding of the law and procedure, essential drafting techniques, and information that will elevate your practice immediately.

Preliminary Agenda: Day 1 - July 25

9:10	Relief from Mistakes (Section 9100 Relief) - Laura Kelly, Esq.
9:50	Divorce Planning - Catherine Romania, Esq.
10:30	Break
10:40	Counsel Fees - Jordan Weitberg, Esq.
11:20	Ethics for Estate Planners - Susan Holzman, Esq.
12:10	Luncheon
1:00	The Law of Lost Wills, Safekeeping Wills, E-Wills and Writing Intended as Wills - Robert Aufseeser, Esq.
1:40	Estate Litigation - Christine Czapek, Esq.
2:15	Break
2:30	Estate Planning for Business Owners/Buy-Sell Agreements - Gary Prince, Esq.
3:10	Elder Care Update - Crystal West Edwards, Esq.
4:00	Adjourn

Preliminary Agenda: Day 2 - July 26

9:10	Retirement Planning Update - Lenny Witman, Esq.
9:50	Estate Planning Implications of New Tax Law - Richard Greenberg, Esq.
10:30	Break
10:40	Decanting/Modification of Trusts Angela - Titus McEwan, Esq.
11:20	Charitable Planning from the Simple to the Sophisticated - Anita Siegel, Esq.
12:10	Luncheon
1:00	Post-Mortem Planning - Tara Sinha, Esq.
1:40	Digging Deeper into the New Jersey Inheritance Tax - Jill Lebowitz, Esq.
2:15	Break
2:30	New Fiduciary Roles of New Jersey Directed Trustees, Protectors and Others -Timothy Ferges, Esq.
3:15	Planning with Life Insurance
4:00	Adjourn

CLE Credits: (Both Days)

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 1.0 ethics/professionalism credits
PA CLE:	10.0 substantive and 0.5 ethics credits pending ($44 fee – separate check payable to NJICLE must be submitted at the end of the program)
CPE:	12.0 taxation and 1.0 professional ethics credits
NY CLE (t&nt):	12.0 professional practice and 1.0 ethics credits

Door Registration Per Day: $205
ICEST028219

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