Estate Planning and Administration for Paralegals and New Attorneys
Date: Aug 27, 2025 1:00 p.m. – 4:00 p.m.
Location: Online
Member Price: $143.00
Non-Member Price: $179.00
Section Price: $0.00
Areas of Law: Estate Law
Keynote
Moderator
Presenters
- Katherine E. Ingrassia, Esq.
- Lavery, Selvaggi & Cohen, PC, Hackettstown
- Amy Stewart
- Paralegal, Lavery, Selvaggi & Cohen, PC, Hackettstown
Trust and Estate attorneys rely on paralegals and legal assistants to perform many important tasks. For estate planning, that includes the client interview, information gathering and drafting documents. For estate administration, this includes preparing and filing probate documents, contacting beneficiaries and next of kin, administering accounts and preparation of estate tax returns. This program is designed for paralegals and new attorneys who handle estate planning and estate administration matters or are transitioning to this practice area.
Whether you are a paralegal or legal professional or an attorney looking to brush up on this area of law, this is an afternoon you won’t want to miss.
Topics include:
- Information gathering – specific questions to ask and issues to discuss in client intake
- Basic asset valuation and significance of different types of assets
- Will mechanics – overview of “simple” wills and the reason for some of the most common clauses
- Overview of probate procedures
- Probate documents – petitions, motions, letters testamentary, accounting
- … and more
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
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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/