Navigating New Jersey Estates from Inception to Conclusion for Beginner Practitioners

This program will discuss the role of the estate fiduciary and the many considerations and filings that are involved, and the best practices in dealing with beneficiaries of an estate.  

This program will benefit beginner estate administration attorneys in the filing of the New Jersey Inheritance Tax Return, Form IT-R, and dealing with the New Jersey Division of Taxation upon audit of the same.  

Lastly, the program will cover the end of an estate and the items that must be completed to finalize it.   

Learning Objectives: 

1. Identify whether to probate or administer

2. Prepare all necessary court and taxation filings/documents

3. Discuss potential audit points and how to avoid them  

4. Finalize the Estate