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

Event Code: I138323

Areas of Law: Estate Law

Earn up to 6.7 credits! (More Information)




Dana A. Bennett, Esq.
Bennett Law LLC, Red Bank


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.
Siegel & Bergman LLC, Morristown
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

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: CPE Taxation: 4.5, 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.

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/



Founded in 1899, the NJSBA is the largest organization of attorneys, judges and legal professionals in New Jersey. At the core of our mission is improving the lives of our members, advancing the rule of law and serving as the voice of the profession. With 85 sections and committees, the NJSBA allows attorneys to benefit from being part of the most wide-reaching legal association in the state, while still cultivating expertise and building networks within specialized practice areas.



The New Jersey State Bar Association is committed to promoting and fostering a diverse and inclusive bar association. The Association recognizes that the broad concept of diversity includes race, ethnicity, gender, gender identity, sexual orientation, religion, age and disability. The NJSBA fosters and promotes an inclusive environment that gives value to the unique contributions of diverse individuals and organizations in all aspects of the Association.

Learn More


The NJSBA Legal and  Government Affairs Department serves as the liaison between NJSBA members and the state’s three branches of government.

News and Press Publications

Learn more about the accomplishments of the Association, its members and events from regular news updates, press releases, and our award-winning magazine.



Read the comments, reports, resolutions and Board of Trustee news from the state’s largest organization of lawyers, judges and legal professionals.


Statements and Positions

The NJSBA is the voice of the profession and takes public positions on a range of issues with the legal community and government officials. It also takes positions on legislation and files friend-of-the-court briefs on matters that impact the profession. 

Photo Galleries

Check out photos from recent NJSBA events.

View Photo Albums


The New Jersey Law Center is located at 1 Constitution Sq, New Brunswick, NJ, 08901. Need directions to the Law Center? Click on the button below to get started right away.

Contact NJSBA

NJSBA Contact Us Form
If you're looking for an attorney, click here for help.

If you cannot afford an attorney and have a civil matter, click here for Legal Services of New Jersey.

Looking for information about a specific lawyer? Contact the Lawyer’s Fund for Client Protection at 855-533-3863.

Have a complaint about a lawyer? Visit the Office of Attorney Ethics website. Select “Attorney Discipline” from the navigation bar for discipline of attorneys.

Contact Info

One Constitution Square
New Brunswick, NJ 08901

9 a.m. to 5 p.m., Monday - Friday

Fax 732-249-2815

Email us

Book Store

Authoritative. Comprehensive. The Industry Standard.

NJICLE legal treatises and books are written for New Jersey attorneys, by New Jersey attorneys. Our comprehensive library of books and treatises form the State’s most inclusive series of regionally focused legal materials. With titles covering virtually every aspect of New Jersey legislation, NJICLE is proud to be the professional development resource for the legal community.

You do not have permission to view this form.