2022 Estate Planning Summer Institute – Day 1

Date: Jul 28, 2022 9:00 a.m. – 12:00 p.m.

Location: Online

Event Code: I0282221

Areas of Law:

Earn up to 6.7 credits, including 1.2 in Ethics! (More Information)

Faculty

Keynote

Moderator

Robert D. Borteck, Esq.
Robert D. Borteck P.C., Florham Park
Gerard G. Brew, Esq.
McCarter & English LLP, Newark

Presenters

Robert I. Aufseeser, Esq., LL.M.
Law Office of Robert Aufseeser LLC, East Brunswick
Christine Socha Czapek, Esq.
Borteck & Czapek, P.C., Florham Park
is a Partner in Borteck & Czapek, P.C. in Florham Park, New Jersey, where she concentrates her practice in estate and probate litigation, estate planning and administration, and guardianships.

Admitted to practice in New Jersey and New York, Ms. Czapek is a member of the Board of Consultors of the New Jersey State Bar Association Real Property, Trust & Estate Law Section and has been a member of the Board of Directors of the Estate Planning Council of Northern New Jersey. She has been a member of the Morris County Bar Association and is a former Co-Chair of the Somerset County Bar Association’s Estate and Trust Practice Subsection. She is the recipient of several honors, including the Professional Service Award bestowed by the Raritan Valley Chapter of Habitat for Humanity.

Ms. Czapek received her B.A., magna cum laude, from Lafayette College and her J.D., cum laude, from Seton Hall University School of Law. She served as Judicial Law Clerk to the Honorable Peter E. Doyne, P.J.Ch. (Ret.), Bergen County.
(8/23)
Timothy M. Ferges, Esq.
McCarter & English, LLP, Newark
is a Partner in McCarter & English, LLP in the firm’s Newark, New Jersey, and New York City offices, where he concentrates his practice in trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. Mr. Ferges brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, Will and trust construction matters, and other fiduciary disputes; and represents beneficiaries, individual fiduciaries, and large institutional trust companies as well as charitable and non-profit organizations in those disputes. He also counsels high-net-worth individuals and families in estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.

Admitted to practice in New Jersey and New York, and before the United States District Court for the District of New Jersey, Mr. Ferges has been a member of the American Academy of Attorney—CPAs and the American Bar Association Section of Real Property, Trust and Estate Law, where he has served as Vice Chair of a committee in the Trust & Estates Litigation Group. He is a member of the Mid-Atlantic Fellows Institute of the American College of Trust & Estate Counsel (ACTEC) and the New Jersey State Bar Association Real Property, Trust and Estate Law Section and the New York State Bar Association’s Trusts and Estates Law Section, where he has served on the Estate Litigation Committee. In addition to being an attorney, he is also a Certified Public Accountant and a member of the Board of Trustees of the Springpoint Senior Living Foundation.

Mr. Ferges has lectured for ICLE, the National Business Institute and other organizations, and his articles have appeared in the New Jersey Law Journal and other publications. He is the recipient of several honors.

Mr. Ferges received his B.S. from Rutgers University; his M.B.A. from Rutgers Business School; his J.D. from Seton Hall University School of Law, where he served as Director of the Appellate Advocacy Moot Court Board and as a member of the Interscholastic Moot Court Board; and his LL.M. in Taxation from New York University School of Law. He was Law Clerk to the Honorable Walter Koprowski, Jr. and the Honorable Renee Jones Weeks, Probate Part, Chancery Division, Superior Court of New Jersey.
(8/23)
Richard H. Greenberg, Esq.
Past Chair, Real Property, Trust and Estate Law Section, New JerseySBA
Greenberg & Schulman, Monroe
Susan M. Holzman, Esq.
Orloff Lowenbach Stifelman & Siegel, Morristown
Laura A. Kelly, Esq.
McCarter & English LLP, Newark
Jill Lebowitz, Esq.
Coughlin Midlige & Garland, LLP, Morristown
Angela Titus McEwan, Esq.
Day Pitney LLP, Parsippany
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Matthew S. Rheingold, Esq.
Matthew S Rheingold, Esq., West Orange
Anita J. Siegel, Esq.
Bressler, Amery & Ross, PC, Florham Park
Tara Sinha, Esq.
Witman Stadtmauer PA, Florham Park
Jordan Weitberg, Esq
Bressler Weitberg, Short Hills
Crystal West Edwards, Esq., CELA
Porzio Bromberg & Newman, PC, Morristown
Leonard J. Witman, Esq.
Witman Stadtmauer PA, Florham Park
The summer wouldn’t be complete without this popular summer institute! This program provides an in-depth look at estate planning and features advanced analysis of the most pressing topics and updates in 2022 estate planning presented by an extraordinary panel of seasoned faculty. You will come away with a deeper understanding of the law and procedure, essential drafting techniques, and information that will elevate your practice immediately. This is the can’t miss Estate Planning program of the year!

 

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, including 1.2 in Ethics (Full Credits Available: CPE Professional Ethics: 1.0, CPE Taxation: 5.5, NJ Ethics: 1.2, NJ General: 5.5).
NY CLE (t&nt):NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 5.5
PA CLE:PA Ethics Credit: 1.0, PA Substantive Credit: 4.5
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.

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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/

 

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