2024 Estate Planning Summer Institute
Join us for this two-day program!
Day 1 – July 31 | 9 a.m. – 4 p.m.
Day 2 – Sept. 26 | 9 a.m. – 4 p.m.
New Jersey Law Center, New Brunswick and Online
Tuition Rates:
For Both Days:
– Member: $254
– Non-Member: $299
For Each Individual Day: $183
2024 Estate Planning Summer Institute
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
Interested in only attending one day? Click on the links below to register for the day that works best for you.
Faculty
| MODERATORS: | PRESENTERS: |
| Robert D. Borteck, Esq. Robert D. Borteck P.C., Florham Park |
Gary R. Botwinick, Esq. Einhorn Barbarito Frost & Botwinick PC, Denville |
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| Gerard G. Brew, Esq. McCarter & English LLP, Newark |
Adam M. Grenker, Esq. Fox Rothschild, LLP, Morristown |
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| Susan M. Holzman, Esq. Orloff Lowenbach Stifelman & Siegel, Morristown |
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| Jill Lebowitz, Esq. Coughlin Midlige & Garland, LLP, Morristown |
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| Gary A. Prince, Jr., Esq. Mantell Prince & Reynolds PC, Basking Ridge |
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| Anita J. Siegel, Esq. Siegel & Bergman LLC, Morristown |
CLE CREDITS:
CLE Credits for Both Days |
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| 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 13.4 hours of total CLE credit (Full Credits Available: CPE Taxation: 13.0, NJ General: 13.4). |
| NY CLE: | NY Professional Practice Non-Transitional: 13.0 |
| PA CLE: | PA Substantive Credit: 11.0 New: No PA CLE 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. |
CLE Credits for Day 1 |
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| 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 6.7 hours of total CLE credit (Full Credits Available: CPE Taxation: 6.5, NJ General: 6.7). |
| NY CLE: | NY Professional Practice Non-Transitional: 6.5 |
| PA CLE: | PA Substantive Credit: 5.5 New: No PA CLE 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. |
CLE Credits for Day 2 |
|
| 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 6.7 hours of total CLE credit (Full Credits Available: CPE Taxation: 6.5, NJ General: 6.7). |
| NY CLE: | NY Professional Practice Non-Transitional: 6.5 |
| PA CLE: | PA Substantive Credit: 5.5 New: No PA CLE 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. |
Main – I028224
Day 1 – I0282241
Day 2 – I0282242