Best Practices in How to Advise Executors in New Jersey

This program, presented by Patti Haddad, will discuss the best practices in how to advise Executors to navigate the various issues and filings that arise in the course of their fiduciary obligations as an Executor in New Jersey.  Specifically in dealing with the Surrogate's offices, heirs at law, beneficiaries, and taxing authorities.  

This program will benefit beginner NJ attorneys entering the area of Estate Planning and Estate Administration.

Learning Objectives:

1. Discuss appointment as Executor in New Jersey - who is this? How do we determine who will serve? 

2. Analyze the executor's interactions with beneficiaries and heirs at law

3. Identify the Executor's duties

4. Review interaction with the NJ Division of Taxation