16th Annual Probate Symposium

Category: On Demand

Member Price: $212

Non-Member Price: $265

Product Code: ON138325

Areas of Law: Real Property, Trust, & Estate

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

Maria A. Cestone, Esq.
Coughlin Midlige & Garland LLP, Morristown
Andrew J. DeMaio, Esq.
of Counsel, Wilentz Goldman & Spitzer, Woodbridge
Adam M. Grenker, Esq.
Fox Rothschild, LLP, Morristown
Samantha Heaton, Esq.
Kulzer & Dipadova, P.A., Haddonfield
Glenn A. Henkel, Esq., LL.M., CPA
Kulzer & DiPadova, P.A., Haddonfield
Steven K. Mignogna, Esq.
Archer & Greiner, Voorhees
Renata A. Mizak, Esq., CELA
Schenck Price Smith & King, LLP, Florham Park
Leonard J. Witman, Esq.
Witman Stadtmauer PA, Florham Park

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 statutes, case law, legislation, 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 manage the probate traps 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 | SECURE ACT Updates - Leonard J. Witman, Esq.

  • 9:40 | Fiduciary Litigation Update - Steven K. Mignogna, Esq.

  • 10:15 | Break

  • 10:30 | DSUE – Frequently Asked Questions - Dana A. Bennett, Esq.

  • 11:05 | Recent Developments in Federal Estate and Gift Tax - Glenn A. Henkel, Esq., LL.M., CPA and Samantha Heaton, Esq.

  • 12:30 | Lunch

  • 1:30 | Administration of International Assets - Maria A. Cestone, Esq.

  • 2:05 | Handling Estates with a Special Needs Beneficiary - Renata A. Mizak, Esq., CELA 

  • 2:40 | Break

  • 2:50 | Postmortem Issues Affecting Lifetime Trusts - Adam M. Grenker, Esq.        

  • 3:25 | The New Estate, Inheritance and Gift Tax Forms - Andrew J. DeMaio, Esq.

  • 4:00 | Adjourn