Replay: Estate Planning and Administration Summer Institute Day 1
Date: Oct 24, 2026 9:00 a.m. – 4:00 p.m.
Location: Online
Member Price: $225.00
Non-Member Price: $275.00
Areas of Law: Estate Law, Real Property, Trust, & Estate
Featured Speaker
Moderator
- Gerard G. Brew, Esq.
- McCarter & English LLP, Newark
Presenters
- Benjamin Akselrad, Esq.
- Bressler Amery & Ross, Florham Park
- Robert I. Aufseeser, Esq., LL.M.
- Law Office of Robert Aufseeser LLC, East Brunswick
- Abbey Horwitz, Esq.
- McCarter & English, LLP, Newark
- Anita J. Siegel, Esq.
- Bressler Amery & Ross, 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
This is a replay of Estate Planning and Administration Summer Institute--Day 1, which originally took place on July 9, 2025.
This popular institute provided an in-depth look at estate planning and an advanced analysis of the most pressing topics and updates in estate planning, presented by an extraordinary panel of seasoned faculty. By watching this replay, you will gain a deeper understanding of the law and procedure, essential drafting techniques, and critical information to elevate your practice.
The Estate Planning Summer Institute was split into two separate sessions. Watch this session to enhance your practice, or register for both sessions to be fully apprised of all things estate planning and administration.
Program Agenda Day 1:
- 9:00 a.m. | Introduction – Gerard G. Brew, Esq.
- 9:05 a.m. | Ethical issues lawyers confront in estate planning and administration matters – Laura N. Wilensky, Esq.
- 9:50 a.m. | Planning for federal tax issues (including related income tax considerations) given high exemptions and the prospect of changes in the federal tax structure – Benjamin Akselrad, Esq.
- 10:40 a.m. | Break
- 10:50 a.m. | Planning for the New Jersey Inheritance Tax – Abbey Horwitz, Esq.
- 11:40 a.m. | Planning considerations for retirement assets under the SECURE Acts – Tara S. Sinha, Esq.
- 12:30 p.m. | Lunch Break
- 1:30 p.m. | Administering bypass and other older trusts in a high-exemption world: Planning for basis, not estate tax – Robert I. Aufseeser, Esq., LL.M.
- 2:20 p.m. | Charitable planning considerations – Anita J. Siegel, Esq.
- 3:10 p.m. | Premarital planning and planning for divorcing couples – Gerard G. Brew, Esq.
- 4:00 p.m. | Adjourn
Register today to watch this replay on demand.
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