Estate Planning Summer Institute

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

Location: New Jersey Law Center, and Online

Member Price: $195

Non-Member Price: $244

Event Code: I028224

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
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.
Siegel & Bergman LLC, 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 practitioners. You will come away with a deeper understanding of the law and procedure, essential drafting techniques and information that will elevate your practice immediately. 

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 for business owners. 
  • Charitable planning.
  • Premarital agreements and planning for divorced spouses.  
  • The SECURE Act and lifetime planning for retirement assets.  

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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