New Jersey New Admit Basic Estate Administration Courses
NJ SpecificTrustsNew Jersey Estate Administration From Start to Finish
Whether you're new to estate administration or need a basic refresher, this course will provide you with a comprehensive overview of estate administration, including proper asset valuation and distribution, taxation, and account closing procedures. You'll also learn how to correctly deal with thorny estate administration debt issues, including jointly held assets, business ownership and complex tax issues. Equip yourself with real-life, practical knowledge to ensure you are fully prepared to handle the entire estate administration process from start to finish - register today! Learn how to meet every deadline, follow procedures, and complete essential forms. Identify key estate administration pitfalls you need to avoid. Come away with helpful forms, sample documents, and checklists to assist in the process. Acquire strategies to ensure you can help your clients through every step of the probate process. Manage your client's entire estate administration procedures properly and effectively. Learn how to tackle complex estate administration issues such as tax issues, jointly held assets, and will contests. Understand how to properly transfer and distribute assets. Explore proper procedures and processes when dealing with insurance claims and debt during estate administration. Gain a better understanding of the probate court's procedures so that you can avoid common pitfalls and mistakes. Get the latest information on allowances and elections against the will. Identify how to properly distribute assets to minors, surviving spouses and trusts.
Recorded March 03, 2025.OnDemand6 hours 34 minutes
NJ SpecificTrusts4.71Step-by-Step Guide to Drafting Wills and Trusts in New Jersey
Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today! Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power. Stave off conflicts of interest with a clear determination of who your client is from the start. Learn how to deal with interested relatives who want to be present at all the planning meetings. Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option. Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job. Give each provision full power with precise word choices - get sample forms to speed up the process. Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned. Anticipate key tax issues, including individual income tax planning and trust taxation. Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation. Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation. Learn how to verify and document the testator's competency to close the door on any potential will contests.
Recorded November 07, 2024.OnDemand5 hours 57 minutes
Family LawNJ Specific4.71Mistakes I Made as a Newly Admitted New Jersey Lawyer, Part 1
Mistakes can be valuable learning experiences, but when it comes to the practice of law where those errors can have major consequences for clients, it's best to learn from the mistakes of others. In this New Jersey specific online seminar, gain insight into common new attorney mishaps across different legal practice areas in order to mitigate blunders and prevent poor habits. You'll also be able to apply your CLE reporting requirements for your first two-year compliance period. Get the knowledge you need to succeed - register today! Review common mistakes in legal practice made by new attorneys. Learn common estate planning pitfalls to avoid. Uncover top final accounting errors in estate administration. Discuss practices to avoid in family law practice. Gain insights on trust accounting and ensuring the security of clients' finances. Understand prominent pitfalls in business accounting.
Recorded December 09, 2024.OnDemand6 hours 30 minutes
NJ SpecificTrustsNew Jersey Probate Process: In 7 Simple Steps
This step-by-step practical instruction offers essential knowledge of probate processes and best practices for handling each unique case effectively. Learn how to tackle crucial first steps; handle the personal executive; gather, value, and distribute all assets; and successfully complete the final accounting and tax returns. Arm yourself with the foundational knowledge and best practices you need to ensure a smooth administration from start to finish. Register today! Don't overlook anything important: confidently navigate critical first steps. Understand executor powers, duties, responsibilities, and compensation guidelines. Learn how to effectively marshal and inventory all assets. Pick up tips for validating, prioritizing, and satisfying creditor claims. Get practical guidance for post-mortem planning, trust administration, and tax hurdles. Put the decedent's affairs to rest by making distributions, filing the final tax return, and completing the final accounting. Discover how to litigate deed contests, lost or contested wills, fiduciary misconduct, and more.
Recorded December 18, 2024.OnDemand5 hours 58 minutes
NJ SpecificTrusts4.67New Jersey Probate Process from Start to Finish
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today! Learn the procedure, rules and practical steps to effectively administer a probate. Determine what form of administration is appropriate for a specific probate case. Clarify the order of inheritance for an estate when there is no will. Locate assets and obtain ownership documents more easily with a list of local and online resources. Get a complete view of the sequence of events that must happen before the estate can be closed. Identify common actions that trigger malpractice liability and get tips for staying in the clear. Get practical advice for honoring or contesting all claims against the estate. Find new ways to resolve liquidity issues that delay estate closing and final distributions and payments. Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.
Recorded March 08, 2024.OnDemand6 hours 32 minutes- NJ SpecificTrustsNew!
New Jersey Probate Process from Start to Finish
This "a through z" guide to probate is designed to take you from the first days of the estate timeline through all the steps of marshaling and valuing estate assets, locating and paying the creditors, paying the beneficiaries, and laying the estate to rest. You will receive the latest updates on the probate court procedure and tax laws, practical guidance from experienced probate attorneys on using spousal elective share and resolving estate disputes, and sample forms and checklists to speed up the administration process. Build a solid foundation for your probate practice - register today! Learn the procedure, rules and practical steps to effectively administer a probate. Determine what form of administration is appropriate for a specific probate case. Clarify the order of inheritance for an estate when there is no will. Locate assets and obtain ownership documents more easily with a list of local and online resources. Get a complete view of the sequence of events that must happen before the estate can be closed. Identify common actions that trigger malpractice liability and get tips for staying in the clear. Get practical advice for honoring or contesting all claims against the estate. Find new ways to resolve liquidity issues that delay estate closing and final distributions and payments. Learn what common closing mistakes can allow the estate to be re-opened, and how to avoid them.
Live Online + OnDemandJun 9, 12:30 PM 
Family LawLitigation & AppealsNJ Specific2-part Training PathNew Jersey New Attorney CLE Series: “Mistakes I Made”
Your first years of legal practice can be some of the most transformative, but they're also fraught with uncertainty and stress. Let past mistakes made by our experienced New Jersey faculty guide you through! This 2-part series explores common mistakes made by new lawyers across different areas of practice. From estate planning to trial preparation, discover what other attorneys wish they'd learned earlier and avoid blunders that could set back your budding legal career. As an added benefit, this series fulfills the 16 credit requirement for New Jersey specific subject areas for newly admitted lawyers. Navigate your first years with confidence - register today!
OnDemand13 hours 7 minutes