No Plan, No Problem: Administration of Intestate Estates

Date: May 30, 2024 12:00 p.m. – 3:35 p.m.

Location: Online

Member Price: $159

Non-Member Price: $199

Event Code: I118724

Areas of Law: Estate Law

Earn up to 4 credits! (More Information)

Faculty

Keynote

Moderator

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

Presenters

Christine Socha Czapek, Esq.
Borteck & Czapek, P.C., Florham Park
is a Partner in Borteck & Czapek, P.C. in Florham Park, New Jersey, where she concentrates her practice in estate and probate litigation, estate planning and administration, and guardianships.

Admitted to practice in New Jersey and New York, Ms. Czapek is a member of the Board of Consultors of the New Jersey State Bar Association Real Property, Trust & Estate Law Section and has been a member of the Board of Directors of the Estate Planning Council of Northern New Jersey. She has been a member of the Morris County Bar Association and is a former Co-Chair of the Somerset County Bar Association’s Estate and Trust Practice Subsection. She is the recipient of several honors, including the Professional Service Award bestowed by the Raritan Valley Chapter of Habitat for Humanity.

Ms. Czapek received her B.A., magna cum laude, from Lafayette College and her J.D., cum laude, from Seton Hall University School of Law. She served as Judicial Law Clerk to the Honorable Peter E. Doyne, P.J.Ch. (Ret.), Bergen County.
(8/23)
Daniel S. Makoski, Esq.
Porzio, Bromberg & Newman, P.C., Morristown

How do you administer estates where the decedent leaves no will or trust or any type of plan? What are the first steps that an attorney must take when facing such a situation, and what are some of the most common challenges you’re likely to face along the way? This brand-new seminar will cover everything you need to know about administering intestate estates in all shapes and sizes.

Topics include:

  • Issues particular to small estates vs. large estates;
  • Inheritance taxes;
  • How to inventory assets;
  • Beneficiary disputes and disputes over control;
  • Bonding requirements
  • Initial steps to open an administration and whether to open an administration at all;
  • Income taxes;
  • Creditor issues;
  • Making distributions; and
  • Timing issues.

CLE Credits
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: CPE Taxation: 4.0, 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.

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To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.

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If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

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Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/

 

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