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)

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
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/

 

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