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 Borteck
Borteck & Czapek PC, Florham Park
Gerard G. Brew, Esq.
McCarter & English LLP, Newark

Presenters

Robert I. Aufseeser, Esq.
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, 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 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, Morristown
Certified 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.
Siegel & Bergman LLC, Morristown
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

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
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 9 hours of total CLE credit, including 2.0 in Ethics (Full Credits Available: CPE Professional Ethics: 2.0, CPE Taxation: 7.0, NJ Ethics: 2.0, NJ General: 7.0).
NY CLE (t&nt):NY Ethics Non-Transitional: 2.0, NY Professional Practice Non-Transitional: 7.0
PA CLE:PA Ethics Credit: 2.0, 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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