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)

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
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.

Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:

  • The “My Links” section at the top of our website for in-person or online events
  • Or, for online programs, the event access link included in your joining instructions 

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/