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2022 Fiduciary Litigation Update

Date: Sep 22, 2022 9:00 a.m. – 12:00 p.m.

Location: Online

Event Code: I010822

Areas of Law:

Earn up to 4 credits! (More Information)

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Faculty

Keynote

Moderator

Presenters


When estate and trust planning doesn’t go as planned, your clients can find themselves landing in litigation. Even if the actual estate plan was done well, numerous issues can arise that make litigation unavoidable. It is important for you know how to deal with these situations when they inevitably pop up.


Four of New Jersey’s top Estate Planning practitioners have come together to present a program designed to bring you up to date on the latest in fiduciary and trust litigation. You'll learn about recent cases, upcoming legislation and more while also picking up proven planning tips that you can put to work right away. From the top administration techniques to the latest challenges in planning, you’ll be better prepared to handle whatever comes your way – now and in the future.


Topics include:


  • Local and national trends

  • Disputes regarding gifts and charitable transfers

  • The increasing use of revocable trusts in the disposition of estates

  • Estate and inheritance taxes

  • Claims regarding the validity and effect of wills or trusts

  • Claims involving non-probate transfers

  • Court approval of settlements and the role of guardians as opposed to guardian's ad litem

  • Disputes regarding the allowance of attorney's fees

  • Claims by and against fiduciaries

  • Overview of important developments from other jurisdictions


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 4 hours of total CLE credit (Full Credits Available: CPE Taxation: 4.0, NJ General: 4.0).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 4.0
PA CLE:PA Substantive Credit: 3.0
$12.00 fee – separate check payable to NJICLE must be submitted at the end of the program

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