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Overview
Build Your Trusts and Estates Skills
This practical course guides you through the essential stages of estate planning and administration, starting with foundational tools like wills, POAs, and healthcare directives. You'll then explore strategic use of trusts for various estate planning goals. Finally, gain a step-by-step understanding of the estate administration process, from initial filings and asset management to handling creditors and final distribution. Equip yourself with the knowledge to confidently guide clients through the entire estate lifecycle in New Jersey. Register today!
- Build your estate plans on a solid foundation of New Jersey estate planning laws and procedures.
- Choose the right trust structure for each client's specific planning needs.
- Avoid missing critical steps in commencing estate administration.
- Master estate management and closing procedures critical for wrapping up each probate.
Abbreviated Agenda
- NJ Laws and Basic Estate Planning Tools
- Utilizing Trusts for Estate Planning Goals
- Commencing the Estate Administration Process
- Managing and Concluding Estate Administration
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| New Jersey CLE |
|
4 Total | 08-01-2026 |
| New York CLE |
|
4 Total | 11-14-2028 |
| Pennsylvania CLE |
|
3 Total | 11-14-2027 |
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CLE
Agenda
-
NJ Laws and Basic Estate Planning Tools
- New Jersey Estate Planning Laws and Principles
- Introduction to Wills: Requirements and Key Components
- Powers of Attorney: Planning for Financial and Legal Matters
- Healthcare Directives: Making Medical Decisions
-
Utilizing Trusts for Estate Planning Goals
- The Roles and Benefits of Trusts
- Revocable Trusts: Management and Control During Lifetime
- Irrevocable Trusts: Asset Protection and Tax Considerations
- Special Purpose Trusts (Special Needs, Life Insurance, etc.)
-
Commencing the Estate Administration Process
- Initial Steps After Death: Locating Documents and Notifying Parties
- Applying for Probate or Administration in New Jersey
- The Role and Responsibilities of the Executor
- Inventorying and Valuing Estate Assets
-
Managing and Concluding Estate Administration
- Handling Creditor Claims and Paying Estate Expenses
- Estate Taxes and Inheritance Taxes in NJ (Basic Overview)
- Preparing and Filing the Formal Accounting
- Distributing Assets to Beneficiaries and Closing the Estate
- Potential Pitfalls and Challenges in Estate Administration
Who Should Attend
This basic, 4-hour CLE online seminar covers essential topics every New Jersey trusts and estates attorney should master. Especially ideal for new attorneys, the course provides practical, skills-based training while satisfying two required subject areas for the first full two-year CLE compliance period: Estate Planning and Estate Administration. Paralegals may also benefit.
Speakers
Speaker bio
Douglas A. Fendrick
maintains his law office of Fendrick Morgan in Cherry Hill, New Jersey. His practice concentrates in the areas of estate planning, elder law and estate administration. Mr. Fendrick is admitted to practice in New Jersey and Pennsylvania, and before the U.S. Tax Court. He is a certified elder law attorney through the National Elder Law Foundation, an accredited estate planning specialist through the American Bar Association, and a certified public accountant. Mr. Fendrick is accredited by the Veterans Administration to counsel clients regarding veterans benefits. He was a former trial attorney with the Office of Chief Counsel, Internal Revenue Service in Philadelphia, Pennsylvania. Mr. Fendrick is a member of the Camden County and Burlington County bar associations, as well as the South Jersey Estate Planning Counsel. He earned his B.S. degree, cum laude; from Rider University, his J.D. degree from Rutgers University School of Law; and his LL.M degree from Temple University.
Speaker bio
Andrew P. Bolson
is a partner with Meyerson Fox & Conte, P.A. Maintaining a diversified law practice, he focuses on commercial and estate litigation, business law, real estate and land use applications, municipal court matters, guardianship law, and estate planning. Mr. Bolson also serves as outside general counsel for several small and closely held businesses, nonprofits, landlords, and entrepreneurs, who he advises on commercial transactions, contracts, employment related matters, and landlord/tenant issues. He has a particular interest in privacy and Internet policy, particularly with issues surrounding online hate speech and Section 230 of the Communications Decency Act. Mr. Bolson has written extensively on Section 230 of the CDA, and his writings have been published in thehill.com, New Jersey Law Journal and in other publications. He was the featured guest on the Information Technology & Innovation Foundation Podcast about Section 230 and the Need for Change. Mr. Bolson earned his undergraduate degree from The George Washington University in 2005 and his J.D. degree from Rutgers School of Law-Newark in 2010. While in law school, he was selected to be a member of the Rutgers Law Review and he served in his final year as one of the Journal's managing editors. In 2009, Mr. Bolson was awarded the prestigious Henry J. Raimondo Fellowship by the Eagleton Institute of Politics. As part of the fellowship, he worked a semester at the New Jersey Senate Majority Office. Mr. Bolson is admitted to practice in the state courts of New York and New Jersey, and in the Federal District Court of New Jersey. He is a member of the New Jersey State Bar Association and the Bergen County Bar Association.
Speaker bio
Bradley S. Cohen
is an experienced business, tax, and private wealth attorney at Lex Nova Law, LLC. He represents businesses, their owners, and high net worth individuals with respect to all aspects of sophisticated estate planning, tax and business planning, and corporate matters. In his practice, Mr. Cohen advises clients on income and wealth transfer taxes, including planning to defer, reduce or eliminate federal and state tax exposure. He earned his B.S. degree from La Salle University, J.D. degree from Rutgers School of Law, and LL.M. in Taxation from Temple University James E. Beasley School of Law. Mr. Cohen is admitted to practice law in New Jersey, Pennsylvania, and Florida.
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