Webcast- 2022 Estate Planning Summer Institute

Events
- Event Details

Closed

Format/Skill Level:

Webinar

Location:

Online

Date:

July 28-29, 2022

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

A Comprehensive 2-Day Program

List Price: $275.00 USD

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Tuition - NJSBA Members:

NJSBA Member Rate: $225

NJSBA Section Member Rate: $225

General Tuition:

General Tuition: $275

A Friendly Reminder:

When participating in activities sponsored by the NJSBA, all participants are expected to adhere to the highest...

Tuition - NJSBA Members:

NJSBA Member Rate: $225

NJSBA Section Member Rate: $225

General Tuition:

General Tuition: $275

A Friendly Reminder:

When participating in activities sponsored by the NJSBA, all participants are expected to adhere to the highest standards of professionalism.

Co-Moderators/Speakers:
Robert D. Borteck, Esq. Borteck & Czapek, Florham Park	Gerard G. Brew, Esq. McCarter English, Newark

Speakers include:

Robert I. Aufseeser, Esq.
Law Office of Robert Aufseeser LLC,
East Brunswick

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

Jill Lebowitz, Esq.
Coughlin Midlige & Garland, LLP, Morristown

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

Matthew S. Rheingold, Esq.
Einhorn, Barbarito, Frost & Botwinick, PC, Denville

Anita J. Siegel, Esq.
Siegel & Bergman, LLC, Morristown

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

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

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

Jordan S. Weitberg, Esq.
Bressler Amery Ross, Florham Park

Crystal West Edwards, Esq.
Porzio, Bromberg & Newman, PC, Morristown

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

About The 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 and updates in 2022 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!

Program Agenda: (July 28, 2022)
9:00	Primary Tax Considerations - Richard H. Greenberg, Esq.
9:50	Estate Planning for Second Marriages, including Prenuptial Agreements - Matthew S. Rheingold, 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
1:10	Writing Intended as Wills and Remote Execution Issues - Robert I. Aufseeser, Esq.
1:50	Estate Litigation - Christine Socha Czapek, Esq.
2:30	Break
2:40	Estate Planning for Business Owners/Buy Sell Agreements - Gary A. Prince, Jr., Esq.
3:20	Elder Care Update - Crystal West Edwards, Esq.
4:00	Adjourn

Program Agenda: (July 29, 2022)
9:00	Charitable Planning from the Simple to the Sophisticated - Anita J. Siegel, Esq.
9:50	“Relief from Mistakes” (Section 9100 Relief) - Laura A. Kelly, Esq.
10:35	Break
10:45	Decanting/Modification of Trusts - Angela Titus McEwan, Esq.
11:30	Digging Deeper into the New Jersey Inheritance Tax - Jill Lebowitz, Esq.
12:15	Luncheon
1:00	New Fiduciary Roles in New Jersey Directed Trustees, Protectors and Others - Timothy M. Ferges, Esq.
1:45	Estate Planning with Retirement Assets in 2022 (Part 1) - Leonard J. Witman, Esq..; Tara S. Sinha, Esq.
2:40	Break
2:50	Estate Planning with Retirement Assets in 2022 (Part 2) - Leonard J. Witman, Esq..; Tara S. Sinha, Esq.
4:00	Adjourn

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".

CLE Credits: (July 28, 2022)

NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 6.7 hours of total CLE credit. Of these, 1.2 qualify as hours of credit for ethics/professionalism.

NJ CLE:	This program has been approved for 6.7 credits (50 minute hour), including 1.2 ethics/professionalism credits
PA CLE:	4.5 substantive and 1.0 ethics credits pending ($24 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (nt):	5.5 professional practice and 1.0 ethics credits
CPE:	5.5 taxation credits and 1.0 professional ethics

CLE Credits: Day 2 (July 29, 2022)

NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 6.7 hours of total CLE credit.

NJ CLE:	This program has been approved for 6.7 credits (50 minute hour)
PA CLE:	5.5 substantive credits pending ($24 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (nt):	6.5 professional practice credits
CPE:	6.5 taxation credit

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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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