Estate Planning and Administration Institute Part 1

Date: Jul 31, 2024 9:00 a.m. – 4:00 p.m.

Location: New Jersey Law Center, and Online

Member Price: $183

Non-Member Price: $183

Event Code: I0282241

Areas of Law: Estate Law

Earn up to 6.7 credits! (More Information)




Robert D. Borteck, Esq.
Robert D. Borteck P.C., Florham Park
Gerard G. Brew, Esq.
McCarter & English LLP, Newark


Gary R. Botwinick, Esq.
Einhorn Barbarito Frost & Botwinick PC, Denville
Adam M. Grenker, Esq.
Fox Rothschild, LLP, Morristown
Susan M. Holzman, Esq.
Orloff Lowenbach Stifelman & Siegel, Morristown
Jill Lebowitz, Esq.
Coughlin Midlige & Garland, LLP, Morristown
Gary A. Prince, Jr., Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Anita J. Siegel, Esq.
Bressler, Amery & Ross, PC, Florham Park
Tara S. Sinha, Esq.
Witman Stadtmauer PA, Florham Park

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 in estate planning and administration
  • Planning for federal tax issues (including income tax considerations and the prospect for change in 2025 or earlier)
  • Planning for the state inheritance tax
  • Planning considerations for retirement assets under the SECURE Acts
  • Planning for business owners
  • Charitable planning
  • Premarital agreements and planning for divorced spouses

Interested in attending the second session only? Click here to learn more.

Want to register for BOTH sessions at a lower price? Click here

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 6.7 hours of total CLE credit (Full Credits Available: CPE Taxation: 6.5, NJ General: 6.7).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 6.5
PA CLE:PA Substantive Credit: 5.5
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.

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

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:



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