Advanced Estate Administration: A New Jersey Guide

Agenda / Content Covered

1. Procedural Hurdles
   9:00 - 9:45, Daniel I. Ward
   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. Trusts in Estate Administration
   9:45 - 10:30, Daniel I. Ward
3. Advanced Tax (and Related) Issues
   10:45 - 11:30, Daniel I. Ward
   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
4. Handling Complex Assets
   11:30 - 12:15, Daniel J. Jurkovic
   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
5. Creditor Claims, Liens, Sale of Assets, Insolvency
   12:15 - 1:00, Daniel J. Jurkovic
6. Complex Distributions, Final Accounting, and Estate Closing
   2:00 - 2:45, Daniel J. Jurkovic
7. Beneficiary Disputes, Will and Trust Contests, Probate Litigation
   2:45 - 3:15, Eric A. Feldhake
8. Legal Ethics in Estate Administration
   3:30 - 4:30, Eric A. Feldhake
   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

Accreditation Details:

Eric A. 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 a member of the bars of the State of New Jersey and the Commonwealth of Pennsylvania. 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.

Daniel J. 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, and 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.

Daniel I. Ward is the name partner of Daniel I. Ward & Associates, LLC, with his primary office in Voorhees, New Jersey, and satellite offices in Bensalem, Pennsylvania and near West Palm Beach, Florida. He has been in practice for more than 25 years. Mr. Ward concentrates his legal practice in tax, business and personal planning, with an emphasis on sophisticated estate planning and estate administration. He is a member of the American Bar Association, Philadelphia Estate Planning Council, South Jersey Estate Planning Council, Academy of Elder Law Attorneys, Camden County Bar Association, Pennsylvania Bar Association, The Florida Bar and New Jersey State Bar Association. Mr. Ward graduated from the University of Pennsylvania; earned his J.D. degree, with tax honors, from Rutgers University School of Law; and his master’s degree from New York University.