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 Park
- Randi Siegel Weniger, Esq.
- Siegel & Bergman, LLC, Morristown
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.
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.
Media Consent:
By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.
Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/