NJ Specific

Trusts, Estates & Probate

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New Jersey Estate Planning: New Laws, Old Tools, and the Changes You Need to Make

Credits Available
Credit Status Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
New York CPE for Accountants Approved 7 Total
CPE for Accountants/NASBA Approved 7 Total
Live Online
6 hours
Kevin Murphy
Daniel Del Collo
Eric Feldhake
Patrick McCormick
Amy Gould
With Kevin F. Murphy from Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C. + 5 others

Fri, Dec 18, 00:00 AM – 00:00 PM

Product ID 102491

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$489

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OnDemand content will be available within 7 days of event date.

Overview

Get Critical Tools for Shaping Your Clients' Legacies

This timely practice update offers a practical analysis of the recent and proposed legal and tax changes affecting trusts and estates and provides a review of the new tools to adapt to the changing regulatory environment. Provide your clients with the most up-to-date representation: register today!

  • Get an incisive summary and analysis of the tax changes and their implications for existing planning tools.
  • Learn which deductions remain and how to obtain them.
  • Identify planning approaches that no longer help your clients.
  • Gain practical pointers for fixing old trusts.
  • Glean the future of the practice with a practical analysis of the ongoing and upcoming regulatory efforts.

Abbreviated Agenda

  1. Old Small- to Medium-Sized Estate Tools and How to Update Them
  2. What's New in Planning for Large Estates and Complex Assets
  3. State and Federal Tax Updates
  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0
  5. Elder Law and Medicaid Planning Updates
  6. Reviewing Estate Planning Documents and Old Trusts
  7. Legal Ethics in Estate Planning

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Product ID 102491

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
New York CPE for Accountants Approved 7 Total
CPE for Accountants/NASBA Approved 7 Total
Select Jurisdiction
CLE
Other

Agenda

All times are shown in
  1. Old Small- to Medium-Sized Estate Tools and How to Update Them

    1. Simple Wills
    2. Life Insurance
    3. Old QPRTs: What to Do with the Family Home
    4. Reassessing FLPs and LLCs
    5. Joint Tenancies, Income Tax Basis, and Estate Tax Treatment
    6. Second Marriage Planning
    7. Gifting Strategies
  2. What's New in Planning for Large Estates and Complex Assets

  3. State and Federal Tax Updates

    1. State and Federal Tax Rates and Exemptions
    2. The Step-Up in Basis at Death
    3. Trust Tax Deductions Changes
    4. Business Tax Changes Affecting Estate Planning
  4. Planning for IRAs in Light of the SECURE Act and SECURE 2.0

    1. The End of the IRA Stretch
    2. Beneficiary Designations
    3. Required Minimum Distributions
    4. Tax Effects on Grantors and Beneficiaries
    5. IRA Trusts
  5. Elder Law and Medicaid Planning Updates

    1. Financial Powers of Attorney
    2. Advance Medical Directives
    3. Adult Guardianships
    4. Planning for Nursing Home Care and Aging in Place
    5. Medicaid Planning
  6. Reviewing Estate Planning Documents and Old Trusts

    1. Stock Language to Look out for
    2. AI-Assisted Drafting: Legal Risks and Opportunities
    3. Document Execution, Funding Mistakes
    4. Avenues for Making the Changes
    5. Top Estate Planning Mistakes: How They Play out in Probate
  7. Legal Ethics in Estate Planning

    1. Who is Your Client?
    2. Joint Representation and Conflicts of Interest
    3. Attorney Fees and Client Trust Accounts
    4. Attorney Technology Competence
    5. Guarding Confidentiality

Who Should Attend

This basic level online seminar is designed for:

  • Attorneys
  • Accountants and CPAs
  • Tax Professionals
  • Trust Officers
  • Estate Planners
  • Paralegals

Speakers

Kevin F Murphy
Kevin F.
Murphy
Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C.
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Eric A Feldhake
Eric A.
Feldhake
Kulzer & DiPadova, P.C.
Patrick McCormick
Patrick
McCormick
gunnercooke LLP
Amy R Gould
Amy R.
Gould
Weiner Law Group LLP
SP
Stephen J.
Pagano
Riker Danzig LLP
Speaker bio
Kevin F Murphy

Kevin F. Murphy

Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C.
Kevin Murphy

is a partner at Javerbaum Wurgaft Hicks Kahn Wikstrom & Sinins, P.C., where his main areas of practice are taxation, limited liability companies, estate planning, trusts and estates, ERISA, employee benefits, and nonprofit organizations law. Mr. Murphy has lectured to various professional groups on tax topics, and he is an adjunct professor at Fairleigh Dickinson University in the M.S. tax program. He is a member of the New Jersey State (member, Taxation, Employee Benefits, Real Property, Probate and Trust Law sections) and American (member, Taxation and Employee Benefits sections) bar associations, and the Northern New Jersey Estate Planning Council. Mr. Murphy earned his B.B.A. degree from the University of Notre Dame and his J.D. degree from Seton Hall University.

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.

Speaker bio
Eric A Feldhake

Eric A. Feldhake

Kulzer & DiPadova, P.C.
Eric Feldhake

is a shareholder with the law firm of Kulzer & DiPadova, P.C., where his areas of practice include estate and tax planning, administration, litigation, and real estate and business transactions. He is licensed to practice in the state of New Jersey, Commonwealth of Pennsylvania, U.S. Tax Court and U.S. Supreme Court. Mr. Feldhake is also a member of the American, New Jersey State, Camden County, Burlington County and Cape May County bar associations. He is an adjunct instructor of legal and financial aspects of entrepreneurship at Rowan University, and was an instructor of taxation at the Judge Advocate General Corps' LL.M. Graduate Program. He is a retired Officer in the U.S. Army and Naval Reserves, and Pennsylvania and Indiana National Guards, where he served for 32 years. Mr. Feldhake earned his B.S. degree from Indiana University, his M.B.A. degree from the Temple University Fox School of Business and his J.D. degree and LL.M. degree in taxation from Temple University School of Law.

Speaker bio
Patrick McCormick

Patrick McCormick

gunnercooke LLP
Patrick McCormick

is a partner at gunnercooke LLP where he focuses his practice on international taxation. He represents both business and individual clients on all aspects of United States international tax rules, both from an income tax and estate/gift tax perspective. Mr. McCormick earned his J.D. degree from Vanderbilt University and his LL.M. from New York University. He is a member of the Pennsylvania Bar Association, New Jersey Bar Association, and American Bar Association. Mr. McCormick is licensed to practice in Pennsylvania and New Jersey.

Speaker bio
Amy R Gould

Amy R. Gould

Weiner Law Group LLP
Amy Gould

is of counsel at Weiner Law Group LLP. She is a seasoned attorney with over two decades of experience in wealth transfer planning; drafting wills and trusts; gift, estate, income, and generation-skipping transfer tax planning; charitable gift planning; business succession planning; and probate proceedings and estate administration. After working closely with clients to identify their definition of success and develop goals, Ms. Gould seamlessly balances anticipated tax implications, the unique circumstances of the client's family, and future needs in creating a sound exit strategy or estate plan that addresses the client's goals and concerns. A trusted advisor, she serves as outside general counsel to high-net-worth clients, their businesses, and their family offices by employing a wide range of estate planning tools to meet the individual needs of each client. Prior to joining the Weiner Law Group, Ms. Gould served as in-house counsel for various New York City and New Jersey financial firms including Fortis Lux Financial, Corrado Financial Group, and True North Financial. In her capacity as in-house counsel, she partnered with financial professionals to develop estate and succession plans for high and ultra-high net worth individuals. Ms. Gould earned her B.A. degree from University of Nevada and her J.D. degree from University of the Pacific - McGeorge School of Law.

Speaker bio
SP

Stephen J. Pagano

Riker Danzig LLP
Stephen Pagano

is a partner at Riker Danzig LLP, where he practices in the Tax and Trusts and Estates Department. He concentrates his practice in the areas of probate litigation and tax, trusts and estates matters. Mr. Pagano utilizes his knowledge from years of estate, trust and tax planning to provide insight and strategy in probate litigation matters. He is a graduate of the Monmouth County Haydn Proctor Inn of Court. Mr. Pagano is also a graduate of the Mid-Atlantic Fellows Institute of The American College of Trust and Estate Counsel. He was elected to serve on the Board of Consultors for the Real Property, Trust & Estate Law Section of the New Jersey State Bar Association for the 2026–2029 term. Mr. Pagano received his B.A. degree from Boston College and his J.D. degree, cum laude, from Seton Hall University School of Law, where he was a member of the Seton Hall Sports and Entertainment Law Journal. He then completed his LL.M. degree in Tax Law at New York University School of Law. Mr. Pagano is admitted to practice in both New Jersey and New York.

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Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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