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Regulation 201:2
Additional Mandatory
Requirements for Newly Admitted Lawyers.
This program satisfies 1 of your 5
required subject areas.
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Getting the will
probated is just a small part of the estate administration process. This
in-depth new nuts and bolts primer will move beyond the probating of a will
and give you a solid foundation in some of the more complex issues that often
arise during the estate administration process and beyond. What you learn will
provide you with a more in depth understanding of the estate administration
needs of your clients, and will allow you to handle cases you might have
otherwise referred to others.
Learn everything you
need to know when counseling your estate administration and trust administration
clients, including:
• Writings Intended as a Will – what are they and
how to get them probated
• Ancillary Probate - Conducting ancillary probate
for out-of-state property
• Will Contests – Caveats, improper execution and
undue influence
• Elective Share – how to calculate the elective share
•
Dealing with Specific Assets – handling issues that arise when the estate
contains hard to value assets
• Disclaimers – Understanding the rules and
pitfalls surrounding disclaimers
• Calculating the Federal Estate Tax – the
latest on the current Federal estate tax law
• Formal Accountings – learn the
ins and outs of the process
• Audits – what you need to know
•
Representing Fiduciaries – what are the top five pitfalls trustees (and other
fiduciaries) should be mindful of
NJ CLE
information: This program has been approved by the Board on Continuing
Legal Education of the Supreme Court of New Jersey for 3.4 hours of total CLE
credit.
Moderator/Speaker:
Kay Aprea
Speaker:
Timothy
Dengler
Speaker:
Douglas Fendrick
Speaker:
Jamie Morgan