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Event Detail

NJ Basic Estate Administration and Planning Program


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Start Date/Time: Tuesday, April 09, 2013 5:30 PM
End Date/Time: Tuesday, April 09, 2013 8:30 PM
Time Zone: (UTC -05:00) Eastern Time (US & Canada)   
Recurring Event: One time event
Description:

 NJ Basic Estate Administration & Planning Program

CLE Series
3.0 Credits*

Panel
Hon. Theodore N. Stephens, III
Essex County Surrogate

Susan Dromsky-Reed, Esq.
Brach Eichler, LLC

Denice P. Gilchrist, Esq.
Law Offices of Denice P. Gilchrist, LLC

Moderator:  Lauren V. Borrone, Esq.
Berkowitz, Lichtstein, Kuritsky, Giasullo & Gross, LLC

Topics:

Estate Plans

  • What they do and attendant tax implications
  • How to create them, drafting and samples
  • How to fund them, disclaimers statutes, sample disclaimers, beneficiary designations

Probate and Estate Administion Topics Including:

  • What to do first, locating and validating hte last will and testament, securing death certificates, who can function as Administrator
  • Probate process
  • Surrogate's Office, role and responsibilities
  • The administration of the Estate
  • Identifying Other Specific Assets: Bank Accounts, US Bonds, Real Property, Personal Property, etc.
  • Taxes:  Inheritance, Income, Estate
  • Closing the Estate
  • Question and Answer Period

ECBA YLS PUBLIC SECTOR MEMBERS $35
ECBA MEMBERS $60
NON MEMBERS of the ECBA $75

Register online here.

 

Importance: Normal
Category: CLE Series
Location: Historic Courthouse

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Created by  Administrator Account  on  4/2/2013


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