2026 Estate Planning and Administration Summer Institute – Day One
Category: On Demand
Member Price: $252
Non-Member Price: $315
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 6.9 hours of total CLE credit, including 0.9 in Ethics (Full Credits Available: NJ Ethics: 0.9, NJ General: 6.0). |
| NY CLE (t&nt): | NY Ethics Non-Transitional: 0.5, NY Professional Practice Non-Transitional: 6.0 |
| PA CLE: | PA Ethics Credit: 0.5, 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. |
Featured Speaker
Moderator
Presenters
Presented in cooperation with the NJSBA Real Property, Trust, and Estate Law Section
The summer wouldn’t be complete without this popular institute! This program provides an in-depth look at estate planning and features advanced analysis of the most pressing topics and updates in 2026 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.
The Estate Planning Summer Institute will be split into two separate sessions. Attend either session to enhance your practice, or receive a discount when you attend both to be fully apprised of all things estate planning and administration!
Program Agenda:
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9:00 | Introduction
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9:05 | Ethical Issues Lawyers Confront in Estate Planning and Administration Matters – Laura N. Wilensky, Esq.
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9:50 | Planning for Federal Tax Issues (Including Related Income Tax Considerations) Given High Exemptions and the Prospect of Changes in the Federal Tax Structure by the End of 2026 – Frederick K. Schoenbrodt, II, Esq.
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10:40 | Break
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10:50 | Planning for the NJ Inheritance Tax – Abbey Horwitz, Esq.
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11:40 | Planning Considerations for Retirement Assets Under the SECURE Acts – Tara S. Sinha, Esq.
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12:30 | Lunch
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1:30 | Administering Bypass and Other Older Trust in a High Exemption World: Planning for Basis, Not Estate Tax – Robert I. Aufseeser, Esq., LL.M.
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2:20 | Charitable Planning Considerations – Anita J. Siegel, Esq.
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3:10 | Premarital Planning and Planning for Divorcing Couples – Gerard G. Brew, Esq.
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4:00 | Adjourn