14th Annual Probate Symposium

Category: On Demand

Member Price: $220

Non-Member Price: $275

Product Code: ON138323

Areas of Law: Estate Law

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: 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.
Faculty

Keynote

Moderator

Dana A. Bennett, Esq.
Bennett Law LLC, Red Bank

Presenters

Andrew J. DeMaio, Esq.
of Counsel, Wilentz Goldman & Spitzer, P.A., Red Bank
Richard H. Greenberg, Esq.
Past Chair, Real Property, Trust and Estate Law Section, New JerseySBA
Greenberg & Schulman, Monroe
Adam M. Grenker, Esq.
Fox Rothschild, LLP, Morristown
Anthony R. LaRatta, Esq.
Archer & Greiner PC, Voorhees
Lauren I. Mechaly, Esq.
Schenck Price Smith & King, LLP, Florham Park
Anita J. Siegel, Esq.
Siegel & Bergman LLC, Morristown
Randi Siegel Weniger, Esq.
Siegel & Bergman, LLC, Morristown

Presented in cooperation with the NJSBA Real Property, Trust & Estate Law Section

The Annual Probate Symposium is back to get you on top of the trending issues and topics for all things Probate related. Hear from an expert panel of skilled practitioners about the most contemporary state and federal statutory, caselaw, legislative, and court policy information.   Integrate this new information with the tried and true tactics and strategies the panelists have gleaned from years of experience to help you avoid or deal with Probate traps and minefields you face every day.  You’ll also have the opportunity to brainstorm and network with the presenters and other attendees.  This is the can’t-miss Probate event of the year! 

Program Agenda:

  • 9:00 | Introduction
  • 9:05 | Special Needs Planning with Directed Trusts - Lauren I. Mechaly, Esq.
  • 9:45 | Administration & Tax Consequences of Various Charitable Planning Vehicles - Anita J. Siegel, Esq.; Randi Siegel Weniger, Esq.
  • 10:30 | Break
  • 10:40 | New Jersey Updates- Electronic Wills Legislation, Inheritance Tax, Funeral Agents and more - Dana A. Bennett, Esq.; Andrew J. DeMaio, Esq.
  • 12:15 | Lunch
  • 1:15 | Recent Developments in Federal Estate and Gift Tax - Richard H. Greenberg, Esq.; Adam M. Grenker, Esq.
  • 2:50 | Break
  • 3:00 | Fiduciary Litigation Update - Anthony R. LaRatta, Esq.
  • 3:40 | Panel Discussion/Wrap up and Q&A
  • 4:00 | Adjourn

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