“I Need a Trust” – What Every Client is Asking for These Days
Category: On Demand
Member Price: $200
Non-Member Price: $250
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 3.3 hours of total CLE credit (Full Credits Available: NJ General: 3.3). |
| NY CLE (t&nt): | NY Professional Practice Non-Transitional: 3.0 |
| PA CLE: | PA Substantive Credit: 2.5
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. |
Keynote
Moderator
- Dana A. Bennett, Esq.
- Bennett Law LLC, Red Bank
Presenters
- 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) - Adam M. Grenker, Esq.
- Fox Rothschild, LLP, Morristown
- Nicholas W. Keller, Esq.
- McCarter & English, Newark
There are three basic estate planning documents in New Jersey – a will, power of attorney and health care directive. Trusts have become more popular due in part to a surge in online marketing on why clients need a trust in addition to a will. Should our clients believe everything they read?
This program will explore some of the common reasons clients give for wanting a trust. The seminar will separate fact from fiction about what a trust can accomplish over a will. Speakers will take a deep dive into the most common type of trust – the revocable living trust.
In this new program, you will learn about contesting a living trust versus a will and whether the notice of probate rules apply to living trusts.
Topics include:
- When do clients need a trust
- How to deal with clients who insist on a trust regardless of need
- Revocable living trusts
- Contesting a living trust and appliable Rules