Estate Planning and Administration Institute Part 2
Date: Sep 26, 2024 9:00 a.m. – 4:00 p.m.
Location: Online
Member Price: $183.00
Non-Member Price: $183.00
Areas of Law: Estate Law
Earn up to 7 credits! (More Information)
Keynote
Moderator
- Robert D. Borteck, Esq.
- Robert D. Borteck P.C., Florham Park
- Gerard G. Brew, Esq.
- McCarter & English LLP, Newark
Presenters
- Robert I. Aufseeser, Esq., LL.M.
- Law Office of Robert Aufseeser LLC, East Brunswick
- Daniela P. Catrocho, Esq.
- Day Pitney LLP, Parsippany
- Christine Socha Czapek, Esq.
- Borteck & Czapek, P.C., Florham Parkis a Partner in Borteck & Czapek, P.C. in Florham Park, New Jersey, where she concentrates her practice in estate and probate litigation, estate planning and administration, and guardianships.
Admitted to practice in New Jersey and New York, Ms. Czapek is a member of the Board of Consultors of the New Jersey State Bar Association Real Property, Trust & Estate Law Section and has been a member of the Board of Directors of the Estate Planning Council of Northern New Jersey. She has been a member of the Morris County Bar Association and is a former Co-Chair of the Somerset County Bar Association’s Estate and Trust Practice Subsection. She is the recipient of several honors, including the Professional Service Award bestowed by the Raritan Valley Chapter of Habitat for Humanity.
Ms. Czapek received her B.A., magna cum laude, from Lafayette College and her J.D., cum laude, from Seton Hall University School of Law. She served as Judicial Law Clerk to the Honorable Peter E. Doyne, P.J.Ch. (Ret.), Bergen County.
(8/23) - Timothy M. Ferges, Esq.
- McCarter & English, LLP, Newarkis a Partner in McCarter & English, LLP in the firm’s Newark, New Jersey, and New York City offices, where he concentrates his practice in trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. Mr. Ferges brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, Will and trust construction matters, and other fiduciary disputes; and represents beneficiaries, individual fiduciaries, and large institutional trust companies as well as charitable and non-profit organizations in those disputes. He also counsels high-net-worth individuals and families in estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.
Admitted to practice in New Jersey and New York, and before the United States District Court for the District of New Jersey, Mr. Ferges has been a member of the American Academy of Attorney—CPAs and the American Bar Association Section of Real Property, Trust and Estate Law, where he has served as Vice Chair of a committee in the Trust & Estates Litigation Group. He is a member of the Mid-Atlantic Fellows Institute of the American College of Trust & Estate Counsel (ACTEC) and the New Jersey State Bar Association Real Property, Trust and Estate Law Section and the New York State Bar Association’s Trusts and Estates Law Section, where he has served on the Estate Litigation Committee. In addition to being an attorney, he is also a Certified Public Accountant and a member of the Board of Trustees of the Springpoint Senior Living Foundation.
Mr. Ferges has lectured for ICLE, the National Business Institute and other organizations, and his articles have appeared in the New Jersey Law Journal and other publications. He is the recipient of several honors.
Mr. Ferges received his B.S. from Rutgers University; his M.B.A. from Rutgers Business School; his J.D. from Seton Hall University School of Law, where he served as Director of the Appellate Advocacy Moot Court Board and as a member of the Interscholastic Moot Court Board; and his LL.M. in Taxation from New York University School of Law. He was Law Clerk to the Honorable Walter Koprowski, Jr. and the Honorable Renee Jones Weeks, Probate Part, Chancery Division, Superior Court of New Jersey.
(8/23) - Laura A. Kelly, Esq.
- McCarter & English LLP, Newark
- Tara S. Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
- Crystal West Edwards, Esq., CELA
- Porzio Bromberg & Newman, PC, Morristown
- Leonard J. Witman, 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. The first session focused 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. This second session, on September 26, 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.
Program Agenda:
- 9:00 | Elder Law Planning and Administration: Implementation of Elder Law Planning Through the Benefits Qualification Process - Crystal West Edwards, Esq., CELA
- 9:50 | Estate Litigation Update - Christine Socha Czapek, Esq.
- 10:35 | Break
- 10:45 | Creditor Claims in the Administration of Estates - Timothy M. Ferges, Esq.
- 11:30 | Post-Death Retirement Benefit Decisions and Elections after the SECURE Acts - Leonard J. Witman, Esq. and Tara S. Sinha, Esq.
- 12:15 | Lunch
- 1:00 | Initial Probate and Confronting Challenges in Probate Such as Defectively-Executed Wills or Writings Intended as Wills - Robert I. Aufseeser, Esq., LL.M.
- 1:45 | Using Non-Judicial Agreements to Modify or Reform Trusts - Daniela P. Catrocho, Esq.
- 2:40 | Break
- 2:50 | Implementation of GST transfers and 9100 Relief - Laura A. Kelly, Esq.
- 4:00 | Adjourn
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.
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Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/