15th Annual Probate Symposium
Category: On Demand
Member Price: $236
Non-Member Price: $295
Product Code: ON138324
Areas of Law: Real Property, Trust, & Estate
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 6.7 hours of total CLE credit (Full Credits Available: NJ General: 6.7). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 6.5 |
| PA CLE: | PA Substantive Credit: 5.5
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. |
Faculty
Keynote
Moderator
- Dana A. Bennett, Esq.
- Bennett Law LLC, Red Bank
Presenters
- Andrew J. DeMaio, Esq.
- of Counsel, Wilentz Goldman & Spitzer, P.A., Red Bank
- Glenn A. Henkel, Esq., LL.M., CPA
- Kulzer & DiPadova PA, Haddonfield
- Anthony R. LaRatta, Esq.
- Archer & Greiner PC, Voorhees
- Christine G. Pronek, CPA
- WilkinGuttenplan, PC, East Brunswick
- Anita J. Siegel, Esq.
- Bressler, Amery & Ross, PC, Florham ParkANITA J. SIEGEL, ESQ.
nBressler Amery & Ross, P.C.
n325 Columbia Turnpike, Suite 301
nFlorham Park, NJ 07932
n973-514-1200 ext. 2896
n973-660-4437 direct dial
[email protected]
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ntAnita J. Siegel graduated from Franklin & Marshall College in 1973 with a B.A. in Mathematics, received her Master of Arts in Mathematics from Montclair State University in 1977, and her law degree and LL.M. in Taxation from New York University School of Law in 1980 and 1983, respectively. Ms. Siegel was a founding member of the firm of Siegel & Bergman, LLC, in Morristown, a boutique practice limited to estate planning, estate administration, charitable planning, tax planning and land use for the years 2006 – 2024. Starting in June 2024, Ms. Siegel is a Principal at Bressler, Amery & Ross, P.C., in its trust, estate and financial services department. Ms. Siegel specializes in estate planning, estate administration, tax planning, with a subspecialty in charitable planning.
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ntMs. Siegel is a Fellow of the American College of Trust and Estate Counsel (ACTEC) since 1991, former New Jersey State Chair for ACTEC, former Regent of the College, and member of several Committees of the College. Ms. Siegel is a member of the Board of Trustees of the Children's Specialized Hospital Foundation, Mountainside, New Jersey, since 1992, and has been Chair of its Planned Giving Council since 1990. Ms. Siegel is a member of the Board of Trustees and Secretary of The South Street Theatre Co. (Mayo Performing Arts Center or MPAC) located in Morristown, New Jersey, for over 27 years. Ms. Siegel is a long time member of the Brookfield Society Advisory Committee and the Gift of Real Estate Advisory Committee of the Foundation for Morristown Medical Center, Morristown, New Jersey. Ms. Siegel is a member of the Board of Trustees of the Jewish Community Foundation of Jewish Federation of Greater Metrowest for over 25 years. She is also a member of the Professional Advisory Committee of several local charitable organizations.
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ntMs. Siegel is a frequent lecturer and author on various estate planning, estate administration, charitable planning and tax issues. She lectures for various professional, charitable and civic organizations, as well as frequently lecturing for NJ ICLE. Ms. Siegel is the recipient of the 2001 Alfred C. Clapp Award bestowed by ICLE for outstanding contributions to continuing legal education in New Jersey and the 2023 Dorothy G. Black Distinguished Service Award bestowed by the Real Property, Trust and Estate Law Section of the NJSBA for extraordinary contributions to the development of Trust and Estate Law in the State of New Jersey.
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nDoc. 45248 –7/25/24 - Tara S. Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
- Regina M. Spielberg, Esq.
- Schenck Price Smith & King LLP, Paramus
- Randi Siegel Weniger, Esq.
- Bressler, Amery & Ross, PC, Florham Park
Presented in cooperation with the NJSBA Real Property, Trust & Estate Law Section
The annual Probate Symposium is back with the trending issues and topics for all things in probate law. Hear from an expert panel of skilled practitioners about the most contemporary state and federal caselaw, legislative updates and court policy information. Integrate this new information with tried-and-true tactics and strategies to help you navigate traps and minefields in the practice. Attendees can also brainstorm and network with the presenters and colleagues. Don’t miss the probate event of the year.
Program Agenda:
- 9:00 | Introduction
- 9:05 | Administering Charitable Bequests and Trusts - Anita J. Siegel, Esq. and Randi Siegel Weniger, Esq.
- 9:40 | SECURE Act Final Regulations - Tara S. Sinha, Esq.
- 10:15 | Break
- 10:30 | Income Tax Elections for Estates - Christine G. Pronek, CPA
- 11:10 | Recent Developments in Federal Estate and Gift Tax - Dana A. Bennett, Esq. and Glenn A. Henkel, Esq., LL.M., CPA
- 12:30 | Lunch
- 1:30 | Special Needs Trusts and Home Ownership - Regina M. Spielberg, Esq.
- 2:05 | Fiduciary Litigation Update - Anthony R. LaRatta, Esq.
- 2:45 | Break
- 3:00 | Latest in Trust and Estate Technology and Software - Andrew J. DeMaio, Esq.
- 3:40 | Q&A
- 4:00 | Adjourn