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Replay: Estate Planning and Administration Summer Institute Day 2

Date: Oct 25, 2026 9:00 a.m. – 3:35 p.m.

Location: Online

Member Price: $225.00

Non-Member Price: $275.00

Section Price: $0.00

Event Code: I028226R2R

Areas of Law: Estate Law, Real Property, Trust, & Estate

Earn up to 6.5 credits! (More Information)

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Faculty

Featured Speaker

Moderator

Robert D. Borteck, Esq.
Borteck & Czapek, Florham Park

Presenters

Eric A. Carosia, Esq.
Berkowitz Lichtstein Kuritsky Giasullo & Gross LLC, Roseland
Andrew C. Egan, Esq.
Bressler Amery & Ross, Florham Park
Timothy M. Ferges, Esq.
McCarter & English, LLP, Newark
Laura A. Kelly, Esq.
McCarter & English LLP, Newark
Angela Titus McEwan, Esq.
Day Pitney LLP, Parsippany
Tara S. Sinha, Esq.
Witman Stadtmauer PA, Florham Park

This is a replay of Estate Planning and Administration Summer Institute--Day 2, which originally took place on August 6, 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 webcast replay, you will gain a deeper understanding of the law and procedure, essential drafting techniques, and information that can elevate your practice immediately.

The Estate Planning Summer Institute was split into two separate sessions. Watch this session to enhance your practice, or register for both replays to be fully apprised of all things estate planning and administration!

Program Agenda:

  • 9:00 | Introduction – Robert D. Borteck, Esq.
  • 9:05 | Beyond the basics: Planning for aging and special needs beneficiaries in a benefits-driven world – Crystal West Edwards, Esq.
  • 9:50 | Initial probate and confronting challenges in probate such as defectively-executed wills or writings intended as wills – Andrew C. Egan, Esq.
  • 10:35 | Break
  • 10:45 | Creditor claims in the administration of estates – Timothy M. Ferges, Esq.
  • 11:30 | Planning techniques to reduce the effect of the 10-year distribution requirement – Leonard J. Witman, Esq. and Tara S. Sinha, Esq.
  • 12:15 | Lunch Break
  • 1:00 | Estate litigation update – Eric A. Carosia, Esq.
  • 1:45 | Update on trends and developments in the Uniform Trust Code – Angela Titus McEwan, Esq.
  • 2:40 | Break
  • 2:50 | Implementation of GST transfers and 9100 relief – Laura A. Kelly, Esq.
  • 3:35 | Adjourn

Register today to watch this replay on demand.

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 6.5 hours of total CLE credit (Full Credits Available: NJ General: 6.5).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 6.5
PA CLE:PA Substantive Credit: 5.0
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.

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