Judicial Accountings in the Probate Part 2026
Category: On Demand
Member Price: $200
Non-Member Price: $250
Areas of Law: Estate Law
| NJ CLE: | NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 hours of total CLE credit (Full Credits Available: NJ General: 4.0). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 4.0 |
| PA CLE: | PA Substantive Credit: 3.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program. |
Featured Speaker
Moderator
- Hon. Margaret M. McVeigh, P.J.Ch. (Ret.)
- Of Counsel, DeMarco & DeMarco
Presenters
- Hon. Susan M. Sheppard, A.J.S.C.
- New Jersey Superior Court, Atlantic/Cape May Counties
- Brian J. Carlin, Esq.
- Surrogate of Burlington County, Mount Holly
- Susan E. Champion, Esq.
- Hunziker, Champion, Romer & Miller P.A., Wayne
- Anthony R. LaRatta, Esq.
- Archer & Greiner, Voorhees
- Kristi Jasberg Robinson, Esq.
- Chief, Civil Practice Liaison, Administrative Office of the Courts
The aim of this seminar is to provide substantive information on New Jersey judicial accounting procedures in the Probate Part, Court Rules, statutes and case law. The program will cover topics that are relevant to a probate attorney’s practice.
The program is for attorneys who settle estates and administer or advise on the administration of estates. It aims to clarify the terms, concepts and procedures involved in fiduciary accounting and estate administration to help you determine the necessary valuations and allocations, prepare the proper schedules, make the correct distributions, and, when necessary, file a judicial accounting.
The introduction will provide an overview of fiduciary duties, identify relevant probate terms and definitions, and a compilation of accounting Court Rules and statutes including the Principal and Income Act and the Prudent Investor Act.
The program will review account format and schedules, accounting procedures, pleadings and parties in interest.
The program will conclude with a discussion of accounting litigation including account reviews on behalf of clients, reviewing attorney and professional agent compensation affidavits of service, preparing exceptions and objections, and litigating a contested accounting action.
The presentation is supplemented by an appendix including model executor’s and trustee’s accounts, a sample letter of engagement for review of fiduciary accounts, sample Excerptions and Objections, a sample Release and Refunding Bond, Surrogate audit standards, a sample Attorney Affidavit of Services and an audit report.