Judicial Accountings in the Probate Part
Date: Jan 22, 2024 9:00 a.m. – 12:35 p.m.
Location: Online
Member Price: $167
Non-Member Price: $209
Areas of Law: Elder & Disability Law
Earn up to 4 credits! (More Information)
Keynote
Moderator
- Hon. Margaret M. McVeigh, PJCh (Ret.)
- Demarco & Demarco, North Haledonis Of Counsel to DeMarco & DeMarco in North Haledon, New Jersey. She formerly served as Presiding Judge, Chancery Division, General Equity Part, Passaic County vicinage, and sat in Paterson, New Jersey, where her responsibilities included the General Equity Part, Probate and Foreclosure. She has also served in Special Civil Part and the Family and Civil Divisions.
Prior to her appointment to the bench, Judge McVeigh had a diverse practice litigating in both state and federal courts. She has been Chair of the Conference of General Equity Judges and of the Special Committee to Study Guardianship Monitoring, and has served on the Judiciary Surrogates Liaison and Civil Practice Committees. Judge McVeigh has also served on the Supreme Court Committees on Alternate Dispute Resolution, Women in the Courts and Special Civil Part. A member of the New Jersey State Bar Association, she is a former Officer and Trustee of the Passaic County Bar Association.
Judge McVeigh is a founding member of the Robert Clifford American Inns of Court and has served on its Board of Directors. She was an Adjunct Professor at Montclair State University and is the recipient of ICLE’s Distinguished Service Award.
Judge McVeigh is a graduate of Mary Washington College and Seton Hall Law School.
(9/23)
Presenters
- Hon. M. Susan Sheppard, PJCh
- Superior Court of New Jersey, Atlantic/Cape May Counties
- Susan E. Champion, Esq.
- Hunziker Jones & Sweeney, PA, Wayne
- Christina D. Hardman-O'Neal, Esq.
- Past Trustee, NJSBA
Davison Eastman Munoz & Paone, PA, Freehold - Anthony R. LaRatta, Esq.
- Archer & Greiner PC, Voorhees
- Kristi Jasberg Robinson, Esq.
- Chief, Civil Practice Liaison, Administrative Office of the Courtsserves as Chief, Civil Practice Liaison, Civil Practice Division of the New Jersey Administrative Office of the Courts in Trenton, New Jersey. Her responsibilities include overseeing the New Jersey Judiciary Guardianship Monitoring Program and serving as AOC staff to several statewide Judiciary conferences and committees devoted to probate, chancery and civil litigation issues. Prior to joining the AOC in August 2011, she worked as an attorney in private practice and in her most recent role as a staff attorney at Dechert LLP in Philadelphia, Pennsylvania, managed large-scale electronic discovery review and production in mass torts and product liability matters.
Admitted to practice in New Jersey and Pennsylvania, Ms. Robinson has been a member of the National and Mid-Atlantic Associations for Court Management. She has served as a panelist for continuing legal education courses on guardianship and other topics, and was a workgroup member and contributor to the National Association for Court Management’s 2013-2014 Adult Guardianship Guide.
Ms. Robinson received her undergraduate degree from Hofstra University and her J.D. from Villanova University’s Charles Widger School of Law, where she was a member of the Moot Court Board.
(9/23) - Kevin M. Wolfe, Esq.
- Former Assistant Director, Civil Practice Division
Administrative Office of the Courtsreturned to the private practice of law in January 2018. Prior to returning to private practice, he was the Assistant Director for Civil Practice in the New Jersey Administrative Office of the Courts. Since October 2019, he has been retained by Mercer County to provide professional advisory services to the Mercer County Surrogate’s Court.
Mr. Wolfe is admitted to practice in New Jersey. He has written and lectured on legal topics relating primarily to estate administration and guardianship. His experience in the field of probate law includes: Mercer County Deputy Surrogate from 1986 to 1993; Adjunct Associate Professor, Mercer County Community College for Wills & Estates from 1986 to 1993; Deputy Attorney General, Division of Law handing probate, escheat, unclaimed property, and transfer inheritance tax matters from 1993 to 2000; Chief, AOC Civil Practice Division and staff to the Conference of General Equity Judges, Committee of Probate Part Judges, and the Judiciary Surrogates Liaison Committee from 2000 to 2011; AOC Civil Practice Division Assistant Director from 2011 to 2017 whose staff was responsible for probate and guardianship and implementation of the Guardianship Monitoring Program. He is the primary author of probate, guardianship, and accounting training manuals presented at 2006, 2009, 2010, 2011, and 2012 Judicial Colleges.
Mr. Wolfe received B.S. from Newark College of Engineering (now New Jersey Institute of Technology) and his J.D. from Rutgers Law School Camden.
(9/23)
The aim of this brand-new seminar is to provide substantive information on New Jersey judicial accounting procedures in the Probate Part, Court Rules, statutes, and case law. The program will cover topics that are relevant to a probate attorney’s practice.
The program is for attorneys who settle estates and administer or advise on the administration of estates. It aims to clarify the terms, concepts, and procedures involved in fiduciary accounting and estate administration to help you determine the necessary valuations and allocations, prepare the proper schedules, make the correct distributions, and, when necessary, file a judicial accounting.
The introduction will provide an overview of fiduciary duties, identify relevant probate terms and definitions, and a compilation of accounting Court Rules and statutes including the Principal and Income Act and the Prudent Investor Act.
The program will review account format and schedules, accounting procedures, pleadings, and parties in interest. It will conclude with a discussion of accounting litigation including account reviews on behalf of clients, reviewing attorney and professional agent compensation affidavits of service, preparing exceptions and objections, and litigating a contested accounting action.
The presentation is supplemented by an appendix including model executor’s and trustee’s accounts, a sample letter of engagement for review of fiduciary accounts, sample Excerptions and Objections, a sample Release and Refunding Bond, Surrogate audit standards, a sample Attorney Affidavit of Services and an audit report.
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