Behind the Spotlight: Representing Entertainers and Athletes from Earnings to Estate PlanningWhen: April 27, 2026Hosted By: New Jersey State Bar Association (NJSBA)Location: Webinar People: Ronald S. Bienstock, Brad D. Shalit
Elusive Lucidities: Eyford v. Nord and California's Delusion DoctrineWhen: March 11, 2026Hosted By: East Bay Trusts & Estate LawyersLocation: Webinar People: Evan D. Winet
The Undiscovered Country: Discovery Practice in Trust and Estate LitigationWhen: February 11, 2026Hosted By: Silicon Valley Bar Association Location: Webinar People: Evan D. Winet
Litigating the Elective Share and Other Marital RightsWhen: January 29, 2026Hosted By: North Carolina Bar Association Fiduciary Litigation Conference Location: North Carolina Bar AssociationPeople: Phillip M. Jester
Dispute Analysis and Preliminary Considerations in Fiduciary LitigationWhen: December 12, 2025Hosted By: Continuing Education of the Bar (CEB)Location: WebinarPeople: Evan D. Winet
Planning with QTIP TrustsWhen: October 23, 2025Hosted By: The American College of Trust and Real Estate CounselLocation: The Sea Pines ResortPeople: J. Tod Hyche, Phillip M. Jester, Nate McKeon
An Overview of Discovery Practice In Trust and Estate LitigationWhen: September 24, 2025Hosted By: The California Lawyers Association Location: WebinarPeople: Evan D. Winet
Estate Planning Fundamentals and the Current Estate Planning Environment: Annual WebinarWhen: August 20, 2025Hosted By: UBS Wealth ManagementLocation: WebinarPeople: Matthew A. Levitsky
Estate Planning: Essential Documents and ConsiderationWhen: July 20, 2025Hosted By: Palm Beach India AssociationLocation: Wellington Community CenterPeople: Aimee K. Arce
New Jersey Basic Estate AdministrationWhen: March 18, 2025Hosted By: PLI - New Jersey Basic CLE Marathon 2025Location: PLI New YorkPeople: Adam M. Grenker
“I Need a Trust” – What Every Client Is Asking for These DaysWhen: February 27, 2025Hosted By: New Jersey Institute for Continuing Legal EducationLocation: WebinarPeople: Adam M. Grenker
Estate Planning and Administration Institute Part 2When: September 26, 2024Hosted By: NJICLE Estate Planning and Admin InstituteLocation: New Jersey Law CenterPeople: Adam M. Grenker
Premarital Planning and Planning for Divorcing CouplesWhen: July 31, 2024Hosted By: NJICLE Estate Planning and Admin InstituteLocation: New Jersey Law CenterPeople: Adam M. Grenker
2024 Conservation Easements UpdateWhen: July 22, 2024Hosted By: GSCPA Annual Estate Planning ConferenceLocation: The Ritz-Carlton ReynoldsPeople: Vivian D. Hoard
PA Inheritance Tax Qualified Family Owned Business ExemptionWhen: May 22, 2024Hosted By: Bucks County Estate Planning CouncilLocation: The Bucks ClubPeople: Charles Bender
Estate Administration 101When: May 16, 2024Hosted By: NJSBA Annual Meeting & ConventionLocation: Borgata Hotel Casino & SpaPeople: Adam M. Grenker
Fiduciary Issues in Investing Assets in a TrustWhen: May 09, 2024Hosted By: ABA RPTE National CLE ConferenceLocation: Capital HiltonPeople: José M. Jara
The Gift That Kept Giving: A Real-World Example of Contagious Philanthropy!When: March 07, 2024Hosted By: Georgia Planned Giving Council Location: Buckhead ClubPeople: Haley A. Schwartz
Recent Developments in Federal Estate and Gift Tax – NJ Probate SymposiumWhen: November 14, 2023Hosted By: New Jersey Institute for Continuing Legal EducationLocation: New Jersey Law CenterPeople: Adam M. Grenker
Expanding the Family System Framework: Professional Advisors as Integral Players in the Family System When Addiction and/or Behavioral Health Issues Are PresentWhen: November 07, 2023Hosted By: Fox Rothschild Fiduciary Attorney SummitLocation: Santa Barbara, CA People: Haley A. Schwartz
2023 Fiduciary Attorney SummitWhen: November 6 and 8Hosted By: Fox RothschildLocation: Santa Barbra, CAPeople: Eric A. Bevan
Introduction to Estate PlanningWhen: May 17, 2023Hosted By: New Jersey State Bar AssociationLocation: BorgataPeople: Adam M. Grenker
Estate & Investment UpdateWhen: October 28, 2022Hosted By: Financial Planning Association of GeorgiaLocation: Hyatt at Villa ChristinaPeople: Adon J. Solomon
Working Together Estate/Trust/Financial: Estate and Trust PlanningWhen: October 24, 2022Hosted By: Level Four Insurance AgencyLocation: Carr, Riggs, Ingram CPAs and AdvisorsPeople: Adon J. Solomon
U.S.-Israeli Tax and Estate Planning for Dual CitizensWhen: August 23, 2022Hosted By: StraffordLocation: WebinarPeople: Matthew A. Levitsky
Out with the Old, In with the New: Using Trust Decanting to Adapt to Changed CircumstancesWhen: July 28, 2021Hosted By: NYU School of Professional Studies Location: Virtual People: Wendy Wolff Herbert
Lawyers in Transition: Succession Planning for Trust and Estate AttorneysWhen: July 20, 2021Hosted By: Wealth CounselLocation: WebinarPeople: Peter S. Myers
How Much Is Too Much? Trustee Compensation and an Analysis of California Rules of Court 7.776When: May 05, 2021Hosted By: The Bar Association of San FranciscoLocation: WebinarPeople: Peter S. Myers
Role of the ExecutorWhen: March 25, 2021Hosted By: Princeton Adult School Location: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova, Carmella R. Campisano
Smart Strategies for You and Your BusinessWhen: March 25, 2021Hosted By: Exit Planning Institute: Greater Philadelphia ChapterLocation: WebinarPeople: Matthew A. Levitsky
Role of the ExecutorWhen: March 18, 2021Hosted By: Princeton Adult SchoolLocation: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova, Carmella R. Campisano
Role of the ExecutorWhen: October 22, 2020Hosted By: Princeton Adult School Location: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova,
Out with the Old, In with the New: Using Trust Decanting to Adapt to Changed CircumstancesWhen: July 17, 2020Hosted By: NYU School of Professional Studies Location: Virtual People: Wendy Wolff Herbert
Smart Estate Planning During an Economic Downturn: What Families Can Do to Protect WealthWhen: April 16, 2020Hosted By: Fox Rothschild LLP Location: Webinar People: Michael J. Maransky, J. Tod Hyche
The Nuts and Bolts of Estate Planning and the SECURE ActWhen: March 25, 2020Hosted By: UBS Wealth Management Location: WebinarPeople: Matthew A. Levitsky
Role of the ExecutorWhen: January 29, 2020Hosted By: Princeton Adult School Location: Virtual People: Wendy Wolff Herbert, Melissa A. Terranova
Estate Planning & the SECURE Act: What You Need to KnowWhen: January 22, 2020Hosted By: Fox Rothschild LLPLocation: WebinarPeople: Michael J. Maransky
How To Write a WillWhen: May 23, 2019Hosted By: Pennsylvania Bar InstituteLocation: The CLE Conference CenterPeople: Charles Bender
Estate Planning After Tax ReformWhen: December 04, 2018Hosted By: Fox Rothschild LLPLocation: Philadelphia Country ClubPeople: Michael J. Maransky, Matthew A. Levitsky
So Your Client Is Planning To Retire to Florida - How Do You Help Them?When: November 14, 2017Hosted By: Pennsylvania Bar InstituteLocation: Pennsylvania Convention CenterPeople: Charles Bender, Joseph J. Kulunas
Trust Decanting, Modification, Dissolution, and Constructive TrustsWhen: June 22, 2017Hosted By: National Business InstituteLocation: Saddle Brook and Princeton, NJPeople: Wendy Wolff Herbert
The PEPC Ethics Matrix RevisitedWhen: June 13, 2017Hosted By: Philadelphia Estate Planning CouncilLocation: The Union LeaguePeople: Matthew A. Levitsky
How To Write a WillWhen: May 08, 2017Hosted By: Pennsylvania Bar InstituteLocation: The CLE Conference CenterPeople: Charles Bender
Tax Reduction Strategies for the PA Inheritance TaxWhen: February 15, 2017Hosted By: Pennsylvania Bar InstituteLocation: The CLE Conference CenterPeople: Charles Bender
Income Tax Basis Planning for Irrevocable TrustsWhen: February 06, 2017Hosted By: Client InstitutionLocation: Greenville, SCPeople: J. Tod Hyche
2017 Fiduciary Attorney SummitWhen: January 12, 2017Hosted By: Fox Rothschild LLPLocation: Lake Tahoe Resort Hotel People: Peter S. Myers, Sean R. Kenney
Revocable Living Trusts from Start to FinishWhen: November 07, 2016Hosted By: National Business InstituteLocation: Princeton, NJPeople: Wendy Wolff Herbert
Proposed Regulation May Eliminate Family Business Valuation DiscountsWhen: October 27, 2016Hosted By: Wharton Club of New Jersey People: Adam M. Grenker
Estate AdministrationWhen: May 19, 2016Hosted By: New Jersey State Bar Association 2016 Annual Meeting and ConventionLocation: BorgataPeople: Adam M. Grenker
The Charitable Needs of Clients and the Importance of Planned Giving ProfessionalsWhen: February 25, 2016Hosted By: South Carolina Planned Giving Council's Winter LuncheonPeople: J. Tod Hyche