Course book included with all formats
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including - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 12.0 hours of distance learning credit, including 11.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
KIMMO ABBASI is counsel to Porzio, Bromberg, & Newman, P.C., and a member of the firm's Wealth Preservation Practice. Mr. Abbasi has extensive experience in trust and estate law. He counsels clients on asset protection, and drafts wills, trusts, special needs trusts and other estate planning instruments for high net worth individuals, families and business owners. He also counsels business owners on the formation of corporations and limited liability companies, including the drafting and creation of organizational documents such as bylaws and operating agreements. Throughout his years of practice, Mr. Abbasi has developed an extensive network of financial planners, insurance agents and mortgage brokers, in order to provide the most complete and robust service to his clients. He received his B.A. degree from Rutgers University, his J.D. degree, cum laude, from New York Law School, and his LL.M. degree from Georgetown University School of Law. (Saddle Brook and Princeton locations)
PAUL N. AMBROSE JR. is an attorney with Cullen and Dykman LLP, where he practices in the areas of taxation; trusts and estates; estate administration; probate and fiduciary litigation; Internal Revenue Service disputes (both civil and criminal); commercial litigation; industrial, commercial and residential real estate; and corporate law. He is a frequent lecturer to civil organizations consisting of professionals, accountants and insurance agents. Mr. Ambrose is a member of the New Jersey State, New York State, American, and Bergen County (member, Corporate, Real Estate, Probate and Tax sections) bar associations. He earned his B.A. degree, cum laude, and his J.D. degree, cum laude, from Seton Hall University; and his M.B.A. degree from Rutgers University. (Princeton location)
CARL G. ARCHER practices exclusively in the areas of Medicaid planning, crisis management, and related fields. He is recognized as a certified elder law attorney by the ABA-accredited National Elder Law Foundation, and has been recognized continuously in New Jersey Super Lawyers magazine since 2012. Mr. Archer was named in 2016 as a New Leader of the Bar by the New Jersey Law Journal, an honor given to only 47 attorneys that year. He served as counsel in M.S. v. Division of Medical Assistance and Health Services, an Appellate Division decision resulting in Medicaid approval for a motorized wheelchair for a hemiplegic nursing home resident. Mr. Archer was also one of three public appointees by the governor to the New Jersey Task Force on Abuse Against the Elderly and Disabled. He is a member of the New Jersey State Bar Association, the current secretary of its Elder and Disability Law Section, and a past president of the New Jersey chapter of the National Academy of Elder Law Attorneys. Mr. Archer is a graduate of Rutgers University and Rutgers School of Law-Camden. (Princeton location)
JAMES J. COSTELLO JR. is a shareholder of Norris McLaughlin & Marcus, P.A. and co-chair of the firm’s tax, trust & estates practice group. He focuses his practice on estate planning and administration; litigation and disputes among beneficiaries; general federal and state tax law and controversies; and the formation, dissolution, purchase and sale of all types of closely-held business entities. Mr. Costello is a member of the New Jersey State and Connecticut bar associations, the District of Columbia Bar Association, the U.S. District Court District of New Jersey and Connecticut, as well as the U.S. Tax Court. He is affiliated with the American Bar Association (Taxation and Real Property, Trust and Estate Law sections), as well as the New Jersey State Bar Association (Real Property Probate and Trust and Tax sections), the Connecticut Bar Association (Taxation Estates and Probate Sections), and the National Academy for Elder Law Attorneys. Mr. Costello earned his B.S. degree, cum laude, from the University of Bridgeport; his J.D. degree, cum laude, from Western New England College School of Law; and his M.L.T. degree from Georgetown University Law Center. (Princeton location)
MICHAEL K. FEINBERG is a partner of the Woodbridge law firm of Greenbaum, Rowe, Smith & Davis LLP, where his practice is concentrated in the areas of tax and estate planning; elder law; estate administration, tax and business planning for individuals, corporations, partnerships and limited liability companies; and tax controversies. Mr. Feinberg is a frequent lecturer and has written numerous articles on tax, estate planning and elder law topics. He is admitted to practice law in both New Jersey and New York and is a member of the American College of Trust and Estate Counsel and the National Academy of Elder Law Attorneys. Mr. Feinberg has been voted into The Best Lawyers in America and also has been named a Super Lawyer in the New Jersey estate planning and probate practice area. He is now co-chair of the Elder Law Section of the Middlesex County Bar. Mr. Feinberg earned his B.A. degree from Bucknell University; his J.D. degree, with honors, from George Washington University Law School; and his LL.M. degree from New York University School of Law. (Princeton location)
HAROLD L. GRODBERG is the principal attorney of The Grodberg Law Firm, LLC. Mr. Grodberg has been practicing elder law, estate planning, and estate administration for more than 20 years. He is a certified elder law attorney by the ABA accredited National Elder Law Foundation and an accredited attorney by the Department of Veterans Affairs. Mr. Grodberg regularly lectures on such topics as preserving family wealth, estate planning, and elder law planning. He is the author of numerous articles appearing in the New Jersey Law Journal, including "Saving the Family Home," "Hospital Patient Rights" and "Understanding Special Needs Trusts." He also co-authored the book In New Jersey A Will is Not Enough. (Hasbrouck Heights location)
ROXANNA E. HAMMETT is a member of the firm of Chiesa Shahinian & Giantomasi PC, where her practice focuses on all aspects of estate planning and administration, including the drafting of wills, trust agreements, powers of attorney, living wills, and all other estate planning documents. Ms. Hammett is admitted to practice in New Jersey and before the U.S. District Court for the District of New Jersey. She is a member of the American, New Jersey State and Essex County bar associations; Estate Planning Council of Northern New Jersey; Essex County Estate Planning Council; and the New Jersey Women Lawyers Association. Ms. Hammett earned her B.A. degree, summa cum laude, from Drew University; and her J.D. degree, cum laude, from Cornell University Law School. (Hasbrouck Heights location)
DANIEL J. JURKOVIC is an attorney 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. 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. 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 is a frequent public speaker and has spoken before the New Jersey State and County bar associations, the New Jersey Institute for Continuing Legal Education, and numerous local social and civic organizations. (Hasbrouck Heights and Princeton locations)
KEVIN F. MURPHY is a member of the Roseland law firm of Lum, Drasco & Positan, LLC, 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. (Hasbrouck Heights location)
I. RICHARD PLOSS is counsel to Porzio, Bromberg & Newman, P.C., and a member of the firm's Trusts and Estates Department. Mr. Ploss concentrates his practice primarily on estate planning for high net worth individuals and their businesses, estate administration, probate litigation and fiduciary income taxation in New Jersey and throughout the East Coast. He has extensive experience advising individual clients in the areas of wealth transfer planning and the preparation of estate planning documents. Mr. Ploss is a certified public accountant (CPA) in the state of Georgia, a certified financial planner™(CFP®) and a professional registered trust and estate practitioner (TEP). He frequently publishes articles and speaks on trust and estate matters. Mr. Ploss currently serves as an adjunct professor, teaching trusts & estates at the University of Maine Law School. He has previously taught classes in estate planning at Boston University, Fordham University, Fairleigh Dickinson University, and Georgetown University. Mr. Ploss is a member of the American Bar Association (member, Real Property and Trust Law Section), Boston Estate Planning Council, Northern New England Financial Planners' Association and the Society of Trusts & Estates Practitioners (STEP), Boston, Massachusetts chapter. He received his B.S. degree from Bucknell University, his M.B.A. degree from Tulane University, his A.B. degree from Freeman School of Business, and his J.D. degree from Emory University School of Law. (Princeton location)
BRIAN R. SELVIN is a partner in the tax, trusts, and estates department of Greenbaum, Rowe, Smith & Davis LLP. He concentrates his practice in the areas of estate planning, wills and trusts, estate administration, probate and trust litigation, tax planning, business succession planning, and tax controversies. Mr. Selvin is a frequent lecturer and author on tax estate planning and not-profit organizations. He is a former adjunct professor of the Benjamin N. Cardozo School of Law's tax clinic. Mr. Selvin is admitted to the New Jersey State and New York State bar associations and to practice before the U.S. District Court, District of New Jersey; the U.S. District Court, Southern and Eastern districts of New York; and the U.S. Tax Court. He earned his B.S.E. degree from the University of Michigan, his LL.M. degree from New York University Graduate School of Law, and his J.D. degree from Benjamin N. Cardozo School of Law. (Hasbrouck Heights location)
JEFF VANDREW JR. is the founder of Vandrew LLC, a boutique firm with offices in Red Bank and Toms River which focuses on cryptocurrency, estate planning and taxation. He has earned the distinction of tri-licensure as an attorney, CPA, and CFP. Mr. Vandrew is board certified as an estate planning law specialist by the ABA-accredited Estate Law Specialist Board. He has been published in The New Jersey Law Journal and has taught cyrptocurrency taxation and estate planning to attorneys from around the country. Mr. Vandrew earned his B.A. degree, with honors, from Rutgers University and his J.D. degree from Rutgers Law School. (Hasbrouck Heights location)