2023 Estate Planning Summer Institute
Date: Jul 12, 2023 9:00 a.m. – Jul 13, 2023 4:00 p.m.
Location: NJ Law Center, New Brunswick
Event Code: I028223
Areas of Law: Ethics, Real Property, Trust, & Estate
Earn up to 9 credits, including 2.0 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
- Daniela P. Catrocho, Esq.
- Day Pitney LLP, Parsippany
- Nicholas Dimakos, Esq.
- Borteck & Czapek, P.C., Florham Park
- Timothy M. Ferges, Esq.
- McCarter & English, LLP, Newarkis 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 Greenberg
- Greenberg & Schulman
- 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
- Jonathan Schwartz, Esq.
- Proskauer Rose LLP
- Ryann Siclari, Esq., CELA
- Porzio Bromberg & Newman, PC, MorristownCertified as an Elder Law Attorney by the ABA-accredited National Elder Law Foundation, is counsel to Porzio, Bromberg & Newman, P.C. in Morristown, New Jersey, where she concentrates her practice primarily in elder and disability law, including long-term care, government benefits planning and advocacy, estate and trust administration, and estate planning. She counsels the aging and disabled or their families regarding the goals of having sufficient health care coverage, the ability to age in place and preserving assets against possible long-term care costs.
Admitted to practice in New Jersey and Pennsylvania, and before the United States District Court for the District of New Jersey, Ms. Siclari is also a Veterans Administration Accredited Attorney. She is Past Chair of the New Jersey State Bar Association’s Elder Law Section, where she has also served as Roundtable and Legislative Coordinator, and is a former Trustee of the New Jersey Chapter of the National Academy of Elder Law Attorneys (NAELA). She has lectured on elder law topics to attorneys and community organizations.
Ms. Siclari received her B.A., magna cum laude, from the University of Alaska, Fairbanks, and her J.D., magna cum laude, from Widener University School of Law, where she was Styles Editor of The Delaware Journal of Corporate Law and the recipient of the Dean’s and Outstanding Service Awards. She received her LL.M. in Elder Law, with Distinction, from Stetson University College of Law.
(9/23) - Anita J. Siegel, Esq.
- Bressler, Amery & Ross, PC, Florham ParkANITA J. SIEGEL, ESQ.
Bressler Amery & Ross, P.C.
325 Columbia Turnpike, Suite 301
Florham Park, NJ 07932
973-514-1200 ext. 2896
973-660-4437 direct dial
[email protected]
tAnita J. Siegel graduated from Franklin & Marshall College in 1973 with a B.A. in Mathematics, received her Master of Arts in Mathematics from Montclair State University in 1977, and her law degree and LL.M. in Taxation from New York University School of Law in 1980 and 1983, respectively. Ms. Siegel was a founding member of the firm of Siegel & Bergman, LLC, in Morristown, a boutique practice limited to estate planning, estate administration, charitable planning, tax planning and land use for the years 2006 – 2024. Starting in June 2024, Ms. Siegel is a Principal at Bressler, Amery & Ross, P.C., in its trust, estate and financial services department. Ms. Siegel specializes in estate planning, estate administration, tax planning, with a subspecialty in charitable planning.
tMs. Siegel is a Fellow of the American College of Trust and Estate Counsel (ACTEC) since 1991, former New Jersey State Chair for ACTEC, former Regent of the College, and member of several Committees of the College. Ms. Siegel is a member of the Board of Trustees of the Children's Specialized Hospital Foundation, Mountainside, New Jersey, since 1992, and has been Chair of its Planned Giving Council since 1990. Ms. Siegel is a member of the Board of Trustees and Secretary of The South Street Theatre Co. (Mayo Performing Arts Center or MPAC) located in Morristown, New Jersey, for over 27 years. Ms. Siegel is a long time member of the Brookfield Society Advisory Committee and the Gift of Real Estate Advisory Committee of the Foundation for Morristown Medical Center, Morristown, New Jersey. Ms. Siegel is a member of the Board of Trustees of the Jewish Community Foundation of Jewish Federation of Greater Metrowest for over 25 years. She is also a member of the Professional Advisory Committee of several local charitable organizations.
tMs. Siegel is a frequent lecturer and author on various estate planning, estate administration, charitable planning and tax issues. She lectures for various professional, charitable and civic organizations, as well as frequently lecturing for NJ ICLE. Ms. Siegel is the recipient of the 2001 Alfred C. Clapp Award bestowed by ICLE for outstanding contributions to continuing legal education in New Jersey and the 2023 Dorothy G. Black Distinguished Service Award bestowed by the Real Property, Trust and Estate Law Section of the NJSBA for extraordinary contributions to the development of Trust and Estate Law in the State of New Jersey.
Doc. 45248 –7/25/24 - Tara S. 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
Presented in cooperation with the NJSBA Real Property, Trust, and Estate Law Section
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 2023 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!
Program Agenda:
Wednesday – July 12
- 9:00 - Estate Litigation - Nicholas J. Dimakos, Esq.
- 9:40 - Ethical Pitfalls of Saying “I do” to Joint Representation of Married Clients - Jonathan Schwartz, Esq.
- 10:20 - Break
- 10:30 - Fiduciary Compensation: Commissions and Fees - Jordan S. Weitberg, Esq.
- 11:10 - Ethics for Estate Planners - Susan M. Holzman, Esq.
- 12:10 - Luncheon
- 1:00 - Writing Intended as Wills and Remote Execution Issues - Robert I. Aufseeser, Esq.
- 1:40 - Primary Tax Considerations in Estate Planning - Richard H. Greenberg, Esq.
- 2:30 - Break
- 2:40 - Estate Planning for Business Owners/Buy Sell Agreements - Gary A. Prince, Jr., Esq.
- 3:20 - Elder Care Update - Crystal West Edwards, Esq.; Ryann M. Siclari, Esq.
- 4:00 - Adjourn
Thursday – July 13
- 9:00 - Charitable Planning from the Simple to the Sophisticated - Anita J. Siegel, Esq.
- 9:50 - Generation Skipping Tax Administration Issues - Laura A. Kelly, Esq.
- 10:35 - Break
- 10:45 - Decanting/Modification of Trusts - Daniela P. Catrocho, Esq.; Angela Titus McEwan, Esq.
- 11:30 - Digging Deeper into the New Jersey Inheritance Tax - Jill Lebowitz, Esq.
- 12:15 - Luncheon
- 1:00 - Pursuing Creditor Claims in the Administration of Estates - Timothy M. Ferges, Esq.
- 1:45 - Estate Planning with Retirement Assets in 2023 (Part 1) - Tara S. Sinha, Esq.; Leonard J. Witman, Esq.
- 2:40 - Break
- 2:50 - Estate Planning with Retirement Assets in 2023 (Part 2) - Tara S. Sinha, Esq.; Leonard J. Witman, Esq.
- 4:00 - Adjourn
CLE Credits
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