Replay: Estate Planning and Administration Summer Institute Day 2
Date: Oct 25, 2026 9:00 a.m. – 3:35 p.m.
Location: Online
Member Price: $225.00
Non-Member Price: $275.00
Areas of Law: Estate Law, Real Property, Trust, & Estate
Featured Speaker
Moderator
- Robert D. Borteck, Esq.
- Borteck & Czapek, Florham Park
Presenters
- Eric A. Carosia, Esq.
- Berkowitz Lichtstein Kuritsky Giasullo & Gross LLC, Roseland
- Andrew C. Egan, Esq.
- Bressler Amery & Ross, Florham Park
- Timothy M. Ferges, Esq.
- McCarter & English, LLP, Newarkis a Partner in McCarter & English, LLP in the firm’s Newark, New Jersey, and New York City offices, where he concentrates his practice in trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. Mr. Ferges brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, Will and trust construction matters, and other fiduciary disputes; and represents beneficiaries, individual fiduciaries, and large institutional trust companies as well as charitable and non-profit organizations in those disputes. He also counsels high-net-worth individuals and families in estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.
Admitted to practice in New Jersey and New York, and before the United States District Court for the District of New Jersey, Mr. Ferges has been a member of the American Academy of Attorney—CPAs and the American Bar Association Section of Real Property, Trust and Estate Law, where he has served as Vice Chair of a committee in the Trust & Estates Litigation Group. He is a member of the Mid-Atlantic Fellows Institute of the American College of Trust & Estate Counsel (ACTEC) and the New Jersey State Bar Association Real Property, Trust and Estate Law Section and the New York State Bar Association’s Trusts and Estates Law Section, where he has served on the Estate Litigation Committee. In addition to being an attorney, he is also a Certified Public Accountant and a member of the Board of Trustees of the Springpoint Senior Living Foundation.
Mr. Ferges has lectured for ICLE, the National Business Institute and other organizations, and his articles have appeared in the New Jersey Law Journal and other publications. He is the recipient of several honors.
Mr. Ferges received his B.S. from Rutgers University; his M.B.A. from Rutgers Business School; his J.D. from Seton Hall University School of Law, where he served as Director of the Appellate Advocacy Moot Court Board and as a member of the Interscholastic Moot Court Board; and his LL.M. in Taxation from New York University School of Law. He was Law Clerk to the Honorable Walter Koprowski, Jr. and the Honorable Renee Jones Weeks, Probate Part, Chancery Division, Superior Court of New Jersey.
(8/23) - Laura A. Kelly, Esq.
- McCarter & English LLP, Newark
- Angela Titus McEwan, Esq.
- Day Pitney LLP, Parsippany
- Tara S. Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
This is a replay of Estate Planning and Administration Summer Institute--Day 2, which originally took place on August 6, 2025.
This popular institute provided an in-depth look at estate planning and an advanced analysis of the most pressing topics and updates in estate planning, presented by an extraordinary panel of seasoned faculty. By watching this webcast replay, you will gain a deeper understanding of the law and procedure, essential drafting techniques, and information that can elevate your practice immediately.
The Estate Planning Summer Institute was split into two separate sessions. Watch this session to enhance your practice, or register for both replays to be fully apprised of all things estate planning and administration!
Program Agenda:
- 9:00 | Introduction – Robert D. Borteck, Esq.
- 9:05 | Beyond the basics: Planning for aging and special needs beneficiaries in a benefits-driven world – Crystal West Edwards, Esq.
- 9:50 | Initial probate and confronting challenges in probate such as defectively-executed wills or writings intended as wills – Andrew C. Egan, Esq.
- 10:35 | Break
- 10:45 | Creditor claims in the administration of estates – Timothy M. Ferges, Esq.
- 11:30 | Planning techniques to reduce the effect of the 10-year distribution requirement – Leonard J. Witman, Esq. and Tara S. Sinha, Esq.
- 12:15 | Lunch Break
- 1:00 | Estate litigation update – Eric A. Carosia, Esq.
- 1:45 | Update on trends and developments in the Uniform Trust Code – Angela Titus McEwan, Esq.
- 2:40 | Break
- 2:50 | Implementation of GST transfers and 9100 relief – Laura A. Kelly, Esq.
- 3:35 | Adjourn
Register today to watch this replay on demand.
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