14th Annual Probate Symposium
Date: Nov 14, 2023 9:00 a.m. – 4:00 p.m.
Location: New Jersey Law Center, New Brunswick and Online
Member Price: $180
Non-Member Price: $225
Areas of Law: Estate Law
Earn up to 6.7 credits! (More Information)
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
- Richard H. Greenberg, Esq.
- Past Chair, Real Property, Trust and Estate Law Section, New JerseySBA
Greenberg & Schulman, Monroe - Adam M. Grenker, Esq.
- Fox Rothschild, LLP, Morristown
- Anthony R. LaRatta, Esq.
- Archer & Greiner PC, Voorhees
- Lauren I. Mechaly, Esq.
- Counsel, Rivkin Radler LLP, Hackensack
- Anita J. Siegel, Esq.
- Bressler, Amery & Ross, PC, Florham ParkANITA J. SIEGEL, ESQ.
Bressler Amery & Ross, P.C.
325 Columbia Turnpike, Suite 301
Florham Park, NJ 07932
973-514-1200 ext. 2896
973-660-4437 direct dial
[email protected]
tAnita 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.
tMs. 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.
tMs. 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.
Doc. 45248 –7/25/24 - 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 to get you on top of the trending issues and topics for all things Probate related. Hear from an expert panel of skilled practitioners about the most contemporary state and federal statutory, caselaw, legislative, and court policy information. Integrate this new information with the tried and true tactics and strategies the panelists have gleaned from years of experience to help you avoid or deal with Probate traps and minefields you face every day. You’ll also have the opportunity to brainstorm and network with the presenters and other attendees. This is the can’t-miss Probate event of the year!
Program Agenda:
- 9:00 | Introduction
- 9:05 | Special Needs Planning with Directed Trusts - Lauren I. Mechaly, Esq.
- 9:45 | Administration & Tax Consequences of Various Charitable Planning Vehicles - Anita J. Siegel, Esq.; Randi Siegel Weniger, Esq.
- 10:30 | Break
- 10:40 | New Jersey Updates- Electronic Wills Legislation, Inheritance Tax, Funeral Agents and more - Dana A. Bennett, Esq.; Andrew J. DeMaio, Esq.
- 12:15 | Lunch
- 1:15 | Recent Developments in Federal Estate and Gift Tax - Richard H. Greenberg, Esq.; Adam M. Grenker, Esq.
- 2:50 | Break
- 3:00 | Fiduciary Litigation Update - Anthony R. LaRatta, Esq.
- 3:40 | Panel Discussion/Wrap up and Q&A
- 4:00 | Adjourn
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
- Or, for online programs, the event access link included in your joining instructions
Cancellation and Refund Policy:
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.
Stay Informed:
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/