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Common Errors New Jersey Estate Administration Practitioners Make

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Beginner

Overview

In New Jersey, even a minor administrative oversight can lead to fiduciary breaches, tax penalties, and disgruntled beneficiaries. This course dives deep into the most frequent "land mines" encountered during the estate administration process. It will also discuss the documents required by the executor/administrator and the New Jersey Compromise Tax. Attorneys in their first few years of practice will gain actionable strategies to safeguard their clients' interests-and their own professional reputations-while streamlining the probate process.

Learning Objectives: 

  1. Identify the main areas of Estate Administration 

  2. Determine what documents are required by the Executor/Administrator

  3. Understanding New Jersey Compromise Tax 

  4. Discuss common practitioner errors

  5. Analyze the way to close an Estate to protect the client and your firm!


Credits

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