Estate Planning and Administration Institute Part 1
Date: Jul 31, 2024 9:00 a.m. – 4:00 p.m.
Location: New Jersey Law Center, New Brunswick
Member Price: $183.00
Non-Member Price: $183.00
Section Price: $0.00
Areas of Law: Estate Law
Earn up to 7.2 credits, including 1.0 in Ethics! (More Information)
Keynote
Moderator
- Robert D. Borteck, Esq.
- Robert D. Borteck P.C., Florham Park
- Gerard G. Brew, Esq.
- McCarter & English LLP, Newark
Presenters
- Adam M. Grenker, Esq.
- Fox Rothschild, LLP, Morristown
- Jill Lebowitz, Esq.
- Coughlin Midlige & Garland, LLP, Morristown
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Frederick K. Schoenbrodt, II, Esq.
- Bressler Amery & Ross PC, Florham Park
- Anita J. Siegel, Esq.
- Bressler, Amery & Ross, PC, Florham ParkANITA J. SIEGEL, ESQ.
Bressler Amery & Ross, P.C.
325 Columbia Turnpike, Suite 301
Florham Park, NJ 07932
973-514-1200 ext. 2896
973-660-4437 direct dial
[email protected]
tAnita J. Siegel graduated from Franklin & Marshall College in 1973 with a B.A. in Mathematics, received her Master of Arts in Mathematics from Montclair State University in 1977, and her law degree and LL.M. in Taxation from New York University School of Law in 1980 and 1983, respectively. Ms. Siegel was a founding member of the firm of Siegel & Bergman, LLC, in Morristown, a boutique practice limited to estate planning, estate administration, charitable planning, tax planning and land use for the years 2006 – 2024. Starting in June 2024, Ms. Siegel is a Principal at Bressler, Amery & Ross, P.C., in its trust, estate and financial services department. Ms. Siegel specializes in estate planning, estate administration, tax planning, with a subspecialty in charitable planning.
tMs. Siegel is a Fellow of the American College of Trust and Estate Counsel (ACTEC) since 1991, former New Jersey State Chair for ACTEC, former Regent of the College, and member of several Committees of the College. Ms. Siegel is a member of the Board of Trustees of the Children's Specialized Hospital Foundation, Mountainside, New Jersey, since 1992, and has been Chair of its Planned Giving Council since 1990. Ms. Siegel is a member of the Board of Trustees and Secretary of The South Street Theatre Co. (Mayo Performing Arts Center or MPAC) located in Morristown, New Jersey, for over 27 years. Ms. Siegel is a long time member of the Brookfield Society Advisory Committee and the Gift of Real Estate Advisory Committee of the Foundation for Morristown Medical Center, Morristown, New Jersey. Ms. Siegel is a member of the Board of Trustees of the Jewish Community Foundation of Jewish Federation of Greater Metrowest for over 25 years. She is also a member of the Professional Advisory Committee of several local charitable organizations.
tMs. Siegel is a frequent lecturer and author on various estate planning, estate administration, charitable planning and tax issues. She lectures for various professional, charitable and civic organizations, as well as frequently lecturing for NJ ICLE. Ms. Siegel is the recipient of the 2001 Alfred C. Clapp Award bestowed by ICLE for outstanding contributions to continuing legal education in New Jersey and the 2023 Dorothy G. Black Distinguished Service Award bestowed by the Real Property, Trust and Estate Law Section of the NJSBA for extraordinary contributions to the development of Trust and Estate Law in the State of New Jersey.
Doc. 45248 –7/25/24 - Tara S. Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
- Laura N. Wilensky, Esq.
- Orloff, Lowenbach, Stifelman & Siegel, P.A., Morristown
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 issues lawyers confront in estate planning (and administration) matters - Laura N. Wilensky, Esq.
- Planning for federal tax issues (including related income tax considerations) given high exemptions and the prospect of changes in the federal tax structure at the end of 2025 (or earlier) - Frederick K. Schoenbrodt, II, Esq.
- Planning for the NJ Inheritance Tax - Jill Lebowitz, Esq.
- Planning Considerations for retirement assets under the SECURE Acts (a second part on administering such assets will be featured in the estate administration session) - Tara S. Sinha, Esq.
- Planning for Business owners - Gary A. Prince, Jr., Esq.
- Charitable Planning considerations - Anita J. Siegel, Esq.
- Premarital Planning and Planning for Divorcing Couples - Adam M. Grenker, Esq.
Interested in attending the second session only? Click here to learn more.
Want to register for BOTH sessions at a lower price? Click here.
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.
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/