On Demand
Basic

An Attorney's Guide to New Jersey Basic Estate Administration

51m

Created on October 18, 2019

Beginner

$59

Overview

This seminar, presented by real estate attorney Rhonda Eiger of Goldzweig, Green, Eiger & Biedzynski, L.L.C, will review basic wills in relation to probate, and many helpful clauses to become familiar with when it comes to probate in New Jersey.

Ms. Eiger will review the process of estate administration, including collecting the decedent's assets and will also discuss some of the ethical aspects, such as clarifying who the client is and documenting the attorney-client relationship. Practical and procedural items will be covered such as what documents you will need to obtain from your clients and what to ask for in your initial meeting with the client.

The course will also walk through the mechanics of estate administration, such as identifying probate and non-probate assets, important dates for probate, gift taxes, retirement accounts and Estate and Inheritance tax. Additionally, Ms. Eiger will review the New Jersey Inheritance Tax Forms and New Jersey Estate Tax Forms, probating an estate as it relates to the sale of residential real estate, and the final documents needed for finalizing the estate.


Learning Objectives:

  1. Explore the mechanics of basic estate administration in New Jersey and how to collect a decedent's assets
  2. Become familiar with the New Jersey Inheritance Tax Forms and New Jersey Estate Tax Forms
  3. Identify the key information you will need to obtain for your clients when probating an estate
  4. Review how to probate an estate when it relates to the sale of residential real estate

Gain access to this course, plus unlimited access to 1,500+ courses, with an Unlimited Subscription.

Explore Lawline Subscriptions