Beginning with the End in Mind – Practical Estate Planning for Administration
Date: Apr 28, 2026 9:00 a.m. – 12:35 p.m.
Location: Online
Member Price: $177.00
Non-Member Price: $209.00
Section Price: $150.00
Areas of Law: Estate Law, Young Lawyers Division
Earn up to 4 credits! (More Information)
Keynote
Moderator
- Kaitlin Hackett, Esq.
- Porzio Bromberg & Newman P.C., Parsippany
Presenters
- John Malchow, Esq.
- Simon Law Group, Somerville
- Tamryn E. Valenzuela, Esq.
- Laddey, Clark & Ryan, Sparta
Estate planning doesn’t end with the signing ceremony. The true test of a well crafted plan is what happens after a client passes – when families, fiduciaries and courts must rely on the documents lawyers draft. This seminar takes a practical, administration focused look at common pitfalls during probate and estate settlement, giving planners concrete strategies to avoid them on the front end.
Why Attend?
This program is designed for estate planning attorneys who want to strengthen their drafting practices by understanding how documents function in real world administration. Through examples, case discussions and practical guidance, you’ll learn how to anticipate and prevent the issues that routinely complicate New Jersey estates.
Key Topics Include:
- Intestacy traps - How overlooked assets, beneficiary designations and family dynamics can derail an intended plan.
- Storage and retrieval of original documents - Best practices to ensure wills, codicils and trusts can be located, authenticated and admitted without delay.
- Self-proving affidavit challenges - What makes an affidavit defective, how courts respond and how to draft affidavits that withstand scrutiny.
- Wills that reference trusts without including essential terms - Understanding pour-over failures, missing trust provisions and how to draft to avoid ambiguity.
- Elective share considerations - How to plan with (and around) New Jersey’s elective share rules to reduce surprises during administration.
- Powers of Attorney lacking asset-protection authority - Why generic POAs fall short, and how to incorporate powers that support Medicaid planning, gifting and crisis-management strategies.
Who Should Attend?
- Estate planning attorneys
- Probate and estate administration practitioners
- Elder law attorneys
- Newer practitioners seeking a practical foundation
- Experienced attorneys looking to refine drafting practices
What You’ll Gain
Participants will leave with actionable drafting tips, checklists, and a clearer understanding of how to “begin with the end in mind” so that estate plans work smoothly when needed most.
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.
Professional Conduct:
All attendees and participants are expected to conduct themselves professionally and treat others with respect at NJSBA events, meetings, and gatherings. This includes courteous communication, respecting perspectives, and creating a welcoming environment for all. Failure to adhere to this policy may result in removal from the event.
Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.
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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/