2024 Estate Planning and Admin Institute – Part 1
Category: On Demand
Member Price: $186
Non-Member Price: $235
Areas of Law: Estate Law
| 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 7.2 hours of total CLE credit, including 1.0 in Ethics (Full Credits Available: CPE Taxation: 6.0, NJ Ethics: 1.0, NJ General: 6.2). |
| NY CLE (t&nt): | NY Ethics Non-Transitional: 1.0, NY Professional Practice Non-Transitional: 6.0 |
Keynote
Moderator
- Robert D. Borteck, Esq.
- Robert D. Borteck P.C., Florham Park
- Gerard G. Brew, Esq.
- McCarter & English LLP, Newark
Presenters
- Adam M. Grenker, Esq.
- Fox Rothschild, LLP, Morristown
- Jill Lebowitz, Esq.
- Coughlin Midlige & Garland LLP, Morristown
- Gary A. Prince, Jr., Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Frederick K. Schoenbrodt, II, Esq.
- Bressler Amery & Ross PC, Florham Park
- Anita J. Siegel, Esq.
- Bressler, Amery & Ross, PC, Florham ParkANITA J. SIEGEL, ESQ.
nBressler Amery & Ross, P.C.
n325 Columbia Turnpike, Suite 301
nFlorham Park, NJ 07932
n973-514-1200 ext. 2896
n973-660-4437 direct dial
[email protected]
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ntAnita 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.
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ntMs. 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.
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ntMs. 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.
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nDoc. 45248 –7/25/24 - Tara S. Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
- Laura N. Wilensky, Esq.
- Orloff, Lowenbach, Stifelman & Siegel, P.A., Morristown
Presented in cooperation with the NJSBA Real Property, Trust, and Estate Law Section
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 2024 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 year, we have decided to split the Estate Planning Summer Institute into two separate sessions. This first session will focus primarily on estate planning considerations in a host of tax and non-tax scenarios, providing a broad overview of the considerations that are relevant to any lawyer who is practicing in the estate planning field. The second session, on September 26, will be the Estate Planning and Estate Administration Institute – Part 2 and will focus on the issues that arise after death in the administration of estates, including steps that can be taken to deal with tax challenges or disputes, agreements among beneficiaries and potential litigation or disputed matters.
Topics include:
- Ethics issues lawyers confront in estate planning (and administration) matters - Laura N. Wilensky, Esq.
- Planning for federal tax issues (including related income tax considerations) given high exemptions and the prospect of changes in the federal tax structure at the end of 2025 (or earlier) - Frederick K. Schoenbrodt, II, Esq.
- Planning for the NJ Inheritance Tax - Jill Lebowitz, Esq.
- Planning Considerations for retirement assets under the SECURE Acts (a second part on administering such assets will be featured in the estate administration session) - Tara S. Sinha, Esq.
- Planning for Business owners - Gary A. Prince, Jr., Esq.
- Charitable Planning considerations - Anita J. Siegel, Esq.
- Premarital Planning and Planning for Divorcing Couples - Adam M. Grenker, Esq.
Interested in attending the second session only? Click here to learn more.
Want to register for BOTH sessions at a lower price? Click here.