Death Taxes Come Alive – A 2026 Update

Date: Oct 30, 2026 9:00 a.m. – 1:00 p.m.

Location: Online

Member Price: $180.00

Non-Member Price: $225.00

Section Price: $0.00

Event Code: I191126

Areas of Law: Estate Law, Taxation

Earn up to 4.5 credits! (More Information)

Faculty

Featured Speaker

Moderator

Patricia K. Haddad, Esq.
Levine Haddad & Gregory, LLC, Springfield

Presenters

William J. Dorman
Auditor III, State of New Jersey, Department of the Treasury, Trenton
Gilbert M. Levine, Esq.
Levine Haddad & Gregory, LLC, Springfield

While the New Jersey estate tax was eliminated for deaths occurring on or after January 1, 2018, the state's inheritance tax continues to create substantial liabilities for beneficiaries. Register today for this essential program to tap into the latest strategies you need to know from some of the state's leading experts, so that you can confidently navigate even the most complex matters that come your way. As an attendee, you will learn the rules governing post-death taxation in New Jersey, and how to apply them to get the best results in the matters you handle. Our panel of experts will also share drafting tips for estates that may not incur federal tax but will trigger the state inheritance tax.

Beyond the basics of the inheritance tax, the panel will detail how to mitigate these costs with the right planning. You will learn how relationship dynamics dictate tax liabilities, particularly for unmarried individuals or those without children, so you can draft effective plans for your clients. You will come away with the strategies you need to handle estate administration and deliver value to your clients.

Learn the latest strategies for getting the best results in estate planning and post-death taxation, including:

  • The impact of the New Jersey inheritance tax on beneficiaries based on their relationship to the decedent.
  • How to draft plans for estates that bypass federal tax but trigger state inheritance tax liabilities.
  • Your role in mitigating tax costs for unmarried individuals and those without children.
  • Essential strategies for handling post-death taxation and estate administration in your practice.

Join us for this program - register today.

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 4.5 hours of total CLE credit (Full Credits Available: NJ General: 4.5).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 4.5
PA CLE:PA Substantive Credit: 3.5
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.

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.

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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/