NJ Specific

Trusts, Estates & Probate

4.5

Advanced Estate Administration: A New Jersey Guide

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
5 hours 56 minutes
Daniel Del Collo
Thomas Begley
Daniel Jurkovic
Lauren Ahern
With Daniel Del Collo III from The Law Office of Daniel Del Collo III + 3 others
Recorded September 18, 2025
Product ID 100542

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Overview

A Practical Look at the Complexities of the Practice

Get right to the heart of the complex and diverse problems that make up the estate administration process. Get expert guidance on tough inventory issues, trust administration, taxes, final account discrepancies, and more. Enhance your mastery of estate administration - register today!

  • Clear the gray areas when sorting through probate and non-probate assets.
  • Review difficult scenarios in administering estates that include trusts.
  • Guard the estate against unverified creditor claims and make certain all the qualified debts are paid in full.
  • Ensure tax reporting for the estate and the decedent is beyond reproach.

Abbreviated Agenda

  1. Procedural Hurdles
  2. Advanced Tax (and Related) Issues
  3. Handling Complex Assets
  4. Trusts in Estate Administration
  5. Creditor Claims, Liens, Sale of Assets, Insolvency
  6. Complex Distributions, Final Accounting, and Estate Closing
  7. Beneficiary Disputes, Will and Trust Contests, Probate Litigation
  8. Legal Ethics in Estate Administration

Related Topics

Product ID 100542

Credit Details

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Procedural Hurdles

    1. Choice of Administration, Timeline Overview, and Local Procedure Update
    2. Petitions Best Practices
    3. Commonly Overlooked Sources and Documents
    4. Out-of-State and International Property, Beneficiaries, and Creditors
    5. Multi-Generational Issues

  2. Advanced Tax (and Related) Issues

    1. Tax Law Update; Tax Forms, Deadlines, and Extensions
    2. Tax Basis Reporting
    3. Recording Income, Loss
    4. Allowable Expenses and Gray Areas
    5. Tax Liens, Audits, Disputes
    6. Taxation of Digital Assets and Virtual Currency
    7. Charitable Bequests

  3. Handling Complex Assets

    1. Probate vs. Non-Probate Assets
    2. Spousal Claims
    3. Estate Inventory Problems
    4. Family Business and Third-Party Interests
    5. IRAs in Estate Administration
    6. Asset Valuation
    7. Access to Digital Assets
    8. Mineral Rights, Art, Antiques, IP Rights, and Other Unique Assets
    9. Assets Improperly Transferred Prior to Death

  4. Trusts in Estate Administration

  5. Creditor Claims, Liens, Sale of Assets, Insolvency

  6. Complex Distributions, Final Accounting, and Estate Closing

  7. Beneficiary Disputes, Will and Trust Contests, Probate Litigation

  8. Legal Ethics in Estate Administration

    1. Who is Your Client?
    2. Conflicts of Interest
    3. Attorney Fees and Scope of Representation
    4. Guarding Confidentiality
    5. Breach of Fiduciary Responsibility: Counsel Obligations and Liability

Who Should Attend

This advanced level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Fiduciaries
  • Trustees
  • Enrolled Agents
  • Investment Advisors
  • Paralegals

Speakers

Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Thomas D Begley III
Thomas D.
Begley, III
Thomas D. Begley III, LLC
Daniel J Jurkovic
Daniel J.
Jurkovic
Daniel J. Jurkovic Attorney
Lauren M Ahern
Lauren M.
Ahern
Greenbaum, Rowe, Smith & Davis LLP
Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

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Speaker bio
Thomas D Begley III

Thomas D. Begley, III

Thomas D. Begley III, LLC
Thomas Begley

is the president of Thomas D. Begley III, LLC, where he concentrates his practice in the areas of estate and tax planning, estate administration, small business representation, elder law, and probate litigation. Mr. Begley is a certified elder law attorney (CELA) as accredited by the National Elder Law Foundation. He is an accomplished author and lecturer. Mr. Begley is a member of the New Jersey State Bar Association (former director of the Elder Law Section) and the Burlington County Bar Association (former chair of the Estate Planning and Probate Committee). He is admitted to practice in New Jersey and Pennsylvania. Mr. Begley earned his B.A. degree from Georgetown University College of Arts and Sciences and his J.D. degree from Georgetown University Law Center.

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Speaker bio
Daniel J Jurkovic

Daniel J. Jurkovic

Daniel J. Jurkovic Attorney
Daniel Jurkovic

is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ) as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System. He previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College, his M.S. degree in labor relations from Cornell University and Baruch College and his J.D. degree and a certificate in health law policy from Pace University School of Law.

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Speaker bio
Lauren M Ahern

Lauren M. Ahern

Greenbaum, Rowe, Smith & Davis LLP
Lauren Ahern

is of counsel at Greenbaum, Rowe, Smith & Davis LLP. She focuses her practice in the areas of estate planning and administration, with a focus on high net worth individuals. Ms. Ahern's work includes business succession and intergenerational planning, long term care planning, charitable gift planning and planned giving. She assists clients in the drafting of various estate planning documents including wills and trust arrangements, and provides counsel regarding estate and income tax saving techniques in the estate planning process. In the area of estate administration, Ms. Ahern represents fiduciaries and beneficiaries in probate matters. Her work encompasses the satisfaction of federal and state tax obligations, the preparation of petitions and supporting documents, and the settlement of complex estates via formal and informal methods, including probate litigation involving contested wills and fiduciary accountings. She earned her B.A. degree from Binghamton University, her J.D. degree from Touro College Jacob D. Fuchsberg Law Center and her LL.M. degree in taxation from Boston University School of Law.

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