2026 Estate Planning and Administration Summer Institute – Day Two
Category: On Demand
Member Price: $252
Non-Member Price: $315
Areas of Law: Real Property, Trust, & Estate
| 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 6.5 hours of total CLE credit (Full Credits Available: NJ General: 6.5). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 6.5 |
| PA CLE: | PA Substantive Credit: 5.0
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. |
Featured Speaker
Moderator
Presenters
Presented in cooperation with the NJSBA Real Property, Trust, and Estate Law Section
The summer wouldn’t be complete without this popular institute! This program provides an in-depth look at estate planning and features advanced analysis of the most pressing topics and updates in 2026 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.
The Estate Planning Summer Institute will be split into two separate sessions. Attend either session to enhance your practice, or receive a discount when you attend both to be fully apprised of all things estate planning and administration!
Program Agenda:
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9:00 | Introduction – Robert D. Borteck, Esq.
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9:05 | Beyond the Basics: Planning for Aging and Special Needs Beneficiaries in a Benefits-Driven World – Crystal West Edwards, Esq.
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9:50 | Initial Probate and Confronting Challenges in Probate Such as Defectively-Executed Wills or Writings Intended as Wills – Andrew C. Egan, Esq.
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10:35 | Break               Â
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10:45 | Creditor Claims in the Administration of Estates – Timothy M. Ferges, Esq.
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11:30 Planning Techniques to reduce the effect of the 10 year distribution requirement – Leonard J. Witman, Esq. and Tara S. Sinha, Esq.          Â
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12:15 | Lunch
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1:00 | Estate Litigation Update – Eric A. Carosia, Esq.
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1:45 | Update on Trends and Developments in the Uniform Trust Code – Angela Titus McEwan, Esq.
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2:40 | Break                  Â
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2:50 | Implementation of GST transfers and 9100 Relief – Laura A. Kelly, Esq.
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3:35 | Adjourn