2024 Estate Planning and Admin Institute – Two-Day Program

Date: Jul 31, 2024 9:00 a.m. – 4:00 p.m.

Location: New Jersey Law Center, New Brunswick and Online

Member Price: $254.00

Non-Member Price: $299.00

Section Price: $0.00

Event Code: I028224

Areas of Law: Estate Law

Earn up to 14.4 credits, including 1.0 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

Gary R. Botwinick, Esq.
Einhorn Barbarito Frost & Botwinick PC, Denville
Mark R. Friedman, Esq.
Friedman Law, Bridgewater
practices estate planning, elder law and special needs law with Friedman Law in Bridgewater, New Jersey. His work includes creating special needs trusts for disabled clients so litigation proceedings, child support and other payments will not disrupt public benefits; helping seniors plan to prevent long-term care costs from wiping out their savings; and estate planning in first marriages, second marriages and for unmarried clients.

Admitted to practice in New Jersey and New York, Mr. Friedman is Past Chair and former Roundtable Coordinator and Legislative Coordinator of the New Jersey State Bar Association Elder and Disability Law Section. He was Somerset County representative to and Executive Committee member of the NJSBA Young Lawyers, and served on the NJSBA Blue Ribbon Commission on Unmet Legal Needs. Prior to joining the firm Mr. Friedman was a Contributing Editor for The FCPA Blog in Singapore, ROS, where he provided analysis on compliance, corruption and the Foreign Corrupt Practices Act (FCPA). He is the author of articles including “Modern Estate Planning for Same-Sex Couples” (New Jersey Law Journal, October 14, 2013).

Mr. Friedman received his B.A. from Binghamton University, State University of New York, and his J.D. from New York University Law School, where he was selected as an inaugural Fellow with Fellowships at Auschwitz for the Study of Professional Ethics, which sends law and medical students to Germany and Poland to study their profession’s role in the Nazi genocide. He also created the Darfur Victims Project at NYU, leading a team of law students in support of litigation before the International Criminal Court.
(9/23)
Adam M. Grenker, Esq.
Fox Rothschild, LLP, Morristown
Susan M. Holzman, Esq.
Orloff Lowenbach Stifelman & Siegel, Morristown
Jill Lebowitz, Esq.
Coughlin Midlige & Garland, LLP, Morristown
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Anita J. Siegel, Esq.
Bressler, Amery & Ross, PC, Florham Park
ANITA 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

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 2024 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 year, we have decided to split the Estate Planning Summer Institute into two separate sessions. This first session will focus primarily on estate planning considerations in a host of tax and non-tax scenarios, providing a broad overview of the considerations that are relevant to any lawyer who is practicing in the estate planning field. The second session, on September 26, will be the Estate Planning and Estate Administration Institute - Part 2 and will focus on the issues that arise after death in the administration of estates, including steps that can be taken to deal with tax challenges or disputes, agreements among beneficiaries and potential litigation or disputed matters.  

Topics include:

  • Ethics in estate planning and administration
  • Planning for federal tax issues (including income tax considerations and the prospect for change in 2025 or earlier)
  • Planning for the state inheritance tax
  • Planning considerations for retirement assets under the SECURE Acts
  • Planning for business owners
  • Charitable planning
  • Premarital agreements and planning for divorced spouses

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 14.4 hours of total CLE credit, including 1.0 in Ethics (Full Credits Available: CPE Taxation: 13.0, NJ Ethics: 1.0, NJ General: 13.4).
NY CLE (t&nt):NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 13.0

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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