2026 Estate Planning and Administration Summer Institute
Tuesday, July 28 (9 a.m. – 4 p.m.) and Wednesday, July 29 (9 a.m. – 3:35 p.m.) | New Jersey Law Center, New Brunswick, and Online
Tuition Rates:
| For Both Days | For Day 1 Only | For Day 2 Only |
| – Member: 269 | – Member: $211 | – Member: $211 |
| – Non-Member: $299 | – Non-Member: 264 | – Non-Member: 264 |
| – Real Property Trust and Estate Law Section Members: $239 | – Real Property Trust and Estate Law Section Members: $198 | – Real Property Trust and Estate Law Section Members: $198 |
About the Program
2026 Estate Planning and Administration Summer Institute
Presented in cooperation with the NJSBA Real Property, Trust, and Estate Law Section
The summer wouldn’t be complete without this popular institute! This program provides an in-depth look at estate planning and features advanced analysis of the most pressing topics and updates in 2026 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.
The Estate Planning Summer Institute will be split into two separate sessions. Attend either session to enhance your practice, or receive a discount when you attend both to be fully apprised of all things estate planning and administration!
CLE CREDITS:
CLE Credits for Both Days |
|
| 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, including 0.9 in Ethics (Full Credits Available: NJ Ethics: 0.9, NJ General: 12.5). |
| NY CLE: | NY Ethics Non-Transitional: 0.5, NY Professional Practice Non-Transitional: 12.5 |
| PA CLE: | PA Ethics Credit: 0.5, PA Substantive Credit: 10.0 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. |
DAY 1 AGENDA & SPEAKERS – TUESDAY, JULY 28
Program Agenda:
9:00 | Introduction
9:05 | Ethical Issues Lawyers Confront in Estate Planning and Administration Matters – Laura N. Wilensky, Esq.
9:50 | Planning for Federal Tax Issues (Including Related Income Tax Considerations) Given High Exemptions and the Prospect of Changes in the Federal Tax Structure by the End of 2026 – Frederick K. Schoenbrodt, II, Esq.
10:40 | Break
10:50 | Planning for the NJ Inheritance Tax – Abbey Horwitz, Esq.
11:40 | Planning Considerations for Retirement Assets Under the SECURE Acts – Tara S. Sinha, Esq.
12:30 | Lunch
1:30 | Administering Bypass and Other Older Trust in a High Exemption World: Planning for Basis, Not Estate Tax – Robert I. Aufseeser, Esq., LL.M.
2:20 | Charitable Planning Considerations – Anita J. Siegel, Esq.
3:10 | Premarital Planning and Planning for Divorcing Couples – Gerard G. Brew, Esq.
4:00 | Adjourn
Moderator:
Gerard G. Brew, Esq.
McCarter & English LLP, Newark
Speakers:
Robert I. Aufseeser, Esq., LL.M.
Law Office of Robert Aufseeser LLC, East Brunswick
Abbey Horwitz, Esq.
McCarter & English, LLP, Newark
Frederick K. Schoenbrodt, II, Esq.
Bressler Amery & Ross, PC, Florham Park
Anita J. Siegel, Esq.
Bressler Amery & Ross P.C., Florham Park
Tara S. Sinha, Esq.
Witman Stadtmauer, PA, Florham Park
Laura N. Wilensky, Esq.
Orloff Lowenbach Stifelman & Siegel, PA, Morristown
CLE Credits for Day 1 |
|
| 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 6.9 hours of total CLE credit, including 0.9 in Ethics (Full Credits Available: NJ Ethics: 0.9, NJ General: 6.0). |
| NY CLE: | NY Ethics Non-Transitional: 0.5, NY Professional Practice Non-Transitional: 6.0 |
| PA CLE: | PA Ethics Credit: 0.5, PA Substantive Credit: 5.0 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. |
DAY 2 AGENDA & SPEAKERS – WEDNESDAY, JULY 29
Program Agenda:
9:00 | Introduction – Robert D. Borteck, Esq.
9:05 | Beyond the Basics: Planning for Aging and Special Needs Beneficiaries in a Benefits-Driven World – Crystal West Edwards, Esq.
9:50 | Initial Probate and Confronting Challenges in Probate Such as Defectively-Executed Wills or Writings Intended as Wills – Andrew C. Egan, Esq.
10:35 | Break
10:45 | Creditor Claims in the Administration of Estates – Timothy M. Ferges, Esq.
11:30 Planning Techniques to reduce the effect of the 10 year distribution requirement – Leonard J. Witman, Esq. and Tara S. Sinha, Esq.
12:15 | Lunch
1:00 | Estate Litigation Update – Eric A. Carosia, Esq.
1:45 | Update on Trends and Developments in the Uniform Trust Code – Angela Titus McEwan, Esq.
2:40 | Break
2:50 | Implementation of GST transfers and 9100 Relief – Laura A. Kelly, Esq.
3:35 | Adjourn
Moderator:
Robert D. Borteck, Esq.
Borteck & Czapek, Florham Park
Speakers:
Eric A. Carosia, Esq.
Berkowitz Lichtstein Kuritsky Giasullo & Gross LLC, Roseland
Andrew C. Egan, Esq.
Bressler Amery & Ross PC, Florham Park
Crystal West Edwards, Esq., CELA
Past President, NJ Chapter of the National Academy of Elder Law Attorneys
Porzio Bromberg & Newman, PC, Morristown
Timothy M. Ferges, Esq.
McCarter & English, LLP, Newark
Laura A. Kelly, Esq.
McCarter & English, LLP, Newark
Angela Titus McEwan, Esq.
Day Pitney LLP, Parsippany
Tara S. Sinha, Esq.
Witman Stadtmauer PA, Florham Park
Leonard J. Witman, Esq.
Witman Stadtmauer PA, Florham Park
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 6.5 hours of total CLE credit (Full Credits Available: NJ General: 6.5). |
| NY CLE: | NY Professional Practice Non-Transitional: 6.6 |
| PA CLE: | PA Substantive Credit: 5.0 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. |
Day 1: I0282261 | Day 2: I0282262 | Both Days: I028226MD
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/