Beginning with the End in Mind – Practical Estate Planning for Easier Administration
Category: On Demand
Member Price: $208
Non-Member Price: $260
Areas of Law: Estate Law, Young Lawyers Division
| 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: 3.0
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. |
Keynote
Moderator
- Kaitlin Hackett, Esq.
- Porzio Bromberg & Newman P.C., Parsippany
Presenters
- John Malchow, Esq.
- Simon Law Group, Somerville
- Tamryn E. Valenzuela, Esq.
- Laddey, Clark & Ryan, Sparta
Estate planning doesn’t end with the signing ceremony. The true test of a well crafted plan is what happens after a client passes – when families, fiduciaries and courts must rely on the documents lawyers draft. This seminar takes a practical, administration focused look at common pitfalls during probate and estate settlement, giving planners concrete strategies to avoid them on the front end.
Why Attend?
This program is designed for estate planning attorneys who want to strengthen their drafting practices by understanding how documents function in real world administration. Through examples, case discussions and practical guidance, you’ll learn how to anticipate and prevent the issues that routinely complicate New Jersey estates.
Key Topics Include:
- Intestacy traps - How overlooked assets, beneficiary designations and family dynamics can derail an intended plan.
- Storage and retrieval of original documents - Best practices to ensure wills, codicils and trusts can be located, authenticated and admitted without delay.
- Self-proving affidavit challenges - What makes an affidavit defective, how courts respond and how to draft affidavits that withstand scrutiny.
- Wills that reference trusts without including essential terms - Understanding pour-over failures, missing trust provisions and how to draft to avoid ambiguity.
- Elective share considerations - How to plan with (and around) New Jersey’s elective share rules to reduce surprises during administration.
- Powers of Attorney lacking asset-protection authority - Why generic POAs fall short, and how to incorporate powers that support Medicaid planning, gifting and crisis-management strategies.
Who Should Attend?
- Estate planning attorneys
- Probate and estate administration practitioners
- Elder law attorneys
- Newer practitioners seeking a practical foundation
- Experienced attorneys looking to refine drafting practices
What You’ll Gain
Participants will leave with actionable drafting tips, checklists, and a clearer understanding of how to “begin with the end in mind” so that estate plans work smoothly when needed most.