2022 Estate Planning Summer Institute – Day 1
Category: On Demand
Member Price: $130
Non-Member Price: $163
Areas of Law: Real Property, Trust, & Estate
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, including 1.2 in Ethics (Full Credits Available: NJ Ethics: 1.2, NJ General: 5.5). |
NY CLE (t&nt): | NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 5.5 |
PA CLE: | PA Ethics Credit: 1.0, PA Substantive Credit: 4.5
$24.00 fee – separate check payable to NJICLE must be submitted at the end of the program |
Keynote
Moderator
- Robert D. Borteck, Esq.
- Robert D. Borteck P.C., Florham Park
- Gerard G. Brew, Esq.
- McCarter & English LLP, Newark
Presenters
- Robert I. Aufseeser, Esq.
- Law Office of Robert Aufseeser LLC, East Brunswick
- Christine S. Czapek, Esq.
- Borteck & Czapek, P.C., Florham Parkis a Partner in Borteck & Czapek, P.C. in Florham Park, New Jersey, where she concentrates her practice in estate and probate litigation, estate planning and administration, and guardianships.
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nAdmitted to practice in New Jersey and New York, Ms. Czapek is a member of the Board of Consultors of the New Jersey State Bar Association Real Property, Trust & Estate Law Section and has been a member of the Board of Directors of the Estate Planning Council of Northern New Jersey. She has been a member of the Morris County Bar Association and is a former Co-Chair of the Somerset County Bar Association’s Estate and Trust Practice Subsection. She is the recipient of several honors, including the Professional Service Award bestowed by the Raritan Valley Chapter of Habitat for Humanity.
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nMs. Czapek received her B.A., magna cum laude, from Lafayette College and her J.D., cum laude, from Seton Hall University School of Law. She served as Judicial Law Clerk to the Honorable Peter E. Doyne, P.J.Ch. (Ret.), Bergen County.
n(8/23) - Crystal W. Edwards, Esq.
- Porzio Bromberg & Newman, PC, Morristown
- Timothy M. Ferges, Esq.
- McCarter & English, LLP, Newarkis a Partner in McCarter & English, LLP in the firm’s Newark, New Jersey, and New York City offices, where he concentrates his practice in trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration. Mr. Ferges brings and defends breach of fiduciary duty claims and handles contested accounting proceedings, Will and trust construction matters, and other fiduciary disputes; and represents beneficiaries, individual fiduciaries, and large institutional trust companies as well as charitable and non-profit organizations in those disputes. He also counsels high-net-worth individuals and families in estate planning goals while integrating asset protection and minimizing exposure to income and transfer taxes.
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nAdmitted to practice in New Jersey and New York, and before the United States District Court for the District of New Jersey, Mr. Ferges has been a member of the American Academy of Attorney—CPAs and the American Bar Association Section of Real Property, Trust and Estate Law, where he has served as Vice Chair of a committee in the Trust & Estates Litigation Group. He is a member of the Mid-Atlantic Fellows Institute of the American College of Trust & Estate Counsel (ACTEC) and the New Jersey State Bar Association Real Property, Trust and Estate Law Section and the New York State Bar Association’s Trusts and Estates Law Section, where he has served on the Estate Litigation Committee. In addition to being an attorney, he is also a Certified Public Accountant and a member of the Board of Trustees of the Springpoint Senior Living Foundation.
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nMr. Ferges has lectured for ICLE, the National Business Institute and other organizations, and his articles have appeared in the New Jersey Law Journal and other publications. He is the recipient of several honors.
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nMr. Ferges received his B.S. from Rutgers University; his M.B.A. from Rutgers Business School; his J.D. from Seton Hall University School of Law, where he served as Director of the Appellate Advocacy Moot Court Board and as a member of the Interscholastic Moot Court Board; and his LL.M. in Taxation from New York University School of Law. He was Law Clerk to the Honorable Walter Koprowski, Jr. and the Honorable Renee Jones Weeks, Probate Part, Chancery Division, Superior Court of New Jersey.
n(8/23) - Richard H. Greenberg, Esq.
- Greenberg & Schulman, Monroe
- Susan M. Holzman, Esq.
- Orloff Lowenbach Stifelman & Siegel, Morristown
- Laura A. Kelly, Esq.
- McCarter & English LLP, Newark
- Jill Lebowitz, Esq
- Coughlin Midlige & Garland, LLP, Morristown
- Angela C. McEwan, Esq
- Day Pitney LLP, Parsippany
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Matthew S. Rheingold, Esq.
- Matthew S Rheingold, Esq., West Orange
- Anita J. Siegel, Esq.
- Siegel & Bergman LLC, Morristown
- Tara Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
- Jordan Weitberg, Esq
- Bressler Weitberg, Short Hills
- Leonard J. Witman, Esq.
- Witman Stadtmauer PA, Florham Park
The summer wouldn’t be complete without this popular summer institute! This program provides an in-depth look at estate planning and features advanced analysis of the most pressing topics and updates in 2022 estate planning presented by an extraordinary panel of seasoned faculty. You will come away with a deeper understanding of the law and procedure, essential drafting techniques, and information that will elevate your practice immediately. This is the can’t miss Estate Planning program of the year!