The position of “executor” is one of enormous trust and confidence – you have been entrusted to transfer the things someone cared about to the people she loved, according to a strict set of guidelines written down in a document called a Last Will. An executor is one of many so-called “fiduciary” positions created under the law, but is special in that by definition an executor only serves following a death. Given the reason for this particular “call to action,” a.k.a. the death of a loved one, taking on this position is generally not entirely business-related. There are often powerful emotions and complicated family dynamics at play – both expected and surprising. While we expect grief and sadness, families are often surprised and even devastated by the jumble of other feelings and behaviors swirling around after a loss.
Join attorney Amie Gartenberg as she discusses the nuances of the executor position and how to successfully execute an executorship. Here, she addresses the entire process, including probating the Last Will, considering the use of “post-mortem” planning techniques, marshaling and dealing with decedent’s varied assets, understanding the differences between probate and nonprobate assets, understanding creditor issues, dealing with disgruntled beneficiaries, considering the specialized tax issues relating to estates (inheritance and income tax), and accounting for and ultimately distributing the estate.
I. Identify the cast of characters in an estate administration and define their roles
II. Build the legal roadmap – a checklist – executors must travel to fulfill their fiduciary obligations
III. Explore the particulars of the estate administration process
IV. Gain insight into the special considerations inherent in helping a family in grief move forward – at least from a legal standpoint
For over 30 years, Amie has concentrated her practice in estate and succession planning, as well as complex probate and estate administration. Amie advises high net worth (often multigenerational) clients regarding sophisticated estate planning with an emphasis on estate, gift, generation-skipping transfer and income tax planning.
Amie is a sought-after speaker on a variety of estate planning topics, and she has spoken to attorneys on ethical issues confronting Trusts and Estate Practitioners at New Jersey Institute for Continuing Legal Education (ICLE) as well as the National Business Institute, as well as to attorneys and accountants at the UJA Federation Endowment Foundation on the subject of charitable trusts. She has also spoken on Surrogate’s Court practice before the New York State Trial Lawyers’ Association.
Amie is peer review rated as a pre-eminent lawyer (“AV” rated) by Martindale-Hubbell. She is a member of the Real Property, Probate and Trust Law Section of the New Jersey State Bar Association, the Real Property Trusts and Estate Law Section of the American Bar Association and the Trusts and Estates Law Section of the New York State Bar Association.
Amie began her professional career in Manhattan at a boutique intellectual property law firm handling that firm’s estate planning and contested probate matters, assisting well known visual artists and their families in the transfer of their often unique property rights and legacies from generation to generation.
Amie grew up in Freehold, New Jersey (Bruce Springsteen’s hometown), and resides in Manhattan. She received her law degree from Loyola University in New Orleans, and her B.A. in French from the Ohio State University. She is admitted to practice in the State and Federal Courts of New Jersey and New York, as well as the Supreme Court of the United States.
Amie serves on the Board of Trustees of the Jewish Home Foundation of Northern New Jersey, and is a participant in the Goldman Sachs 10,000 Small Businesses Program.
Amie is passionate about helping families protect the people they love.
Excellent presentation. Well organized and presented tax issues in an easy to understand manner.
Enjoyed the program. The presenter was very well-prepared. The pace and content were excellent.
Excellent presenter. She was easy to understand and used good examples.
Good thorough presentation
Excellent advice. Great CLE presentation
If I could give this 10 stars I would extremely useful and superbly presented. Excellent.
Excellent, thank you.
Best presentation I've heard so far.
Excellent speaker. Really did a good job of giving context and communicating the material in a practical, understandable way.
Instructor and content were superb. Thanks
She was awesome! Very knowledgable...
This was really a wonderful presentation. Thanks.
Ms. Gartenberg is excellent!!
Amie Gartenberg is an excellent presenter. She was so clear and made this whole process so understandable by simplifying each area. It was a pleasure listening to her and by having us follow a family through their estate process, she made the course that much more interesting.
Very well done.
Good insight offered
Interesting approach to teaching.
She did an excellent job of describing the basics!
This class was a decent introduction/overview of the whole probate process.
Very good program. Very specific information and excellent, competent and articulate presenter. Thank you.
Superb presentation and materials. Much appreciated.
Interesting speaker, very experienced. Helpful presentation. Thank you.
Excellent presenter. Easy to follow. Useful information.
I love this presenter. Her CLEs ar some of the best I’ve ever attended.
Very helpful information and well presented
appreciated the sensitivity brought to this topic by presenter
Excellent program. Clear, informative, insightful and interesting. Thank you!
Great presentation, well done!
I am an Executor of several estates, and this speaker highlighted areas of concern that I have noticed, too---an excellent presentation!
She was excellent.
Very good program!
Excellent speaker. Loved that she took us through a client situation from beginning to end.
Good summary of practical information
This presenter was exceptional.
Excellent program. Thank you.
Really enjoyed this presentation. Very practical and informative. Thanks!
this was an informative course
Amy is crystal-clear. Excellent presenter.
Very good program.
Very good and on point for small estates.
Very good, comprehensive, general outline.
Very knowledgeable presentor.
Great practical information, enjoyable presenter.
Excellent excellent excellent excellent excellent excellent excellent excellent
A very informative course
ONE OF THE BETTER SPEAKERS I'VE HEARD. PASSIONATE. AND COMPASSIONATE. GOOD JOB!
The hypothetical family helped matters become clear.
Good synopsis of tasks at hand for the client who is executor.
Enjoyable & informative. Well done.
Fantastic presentation on the basics of administering an estate.
very knowledgeable instructor.
Excellent, practical information.
Faculty was clear, concise and easy to listen to.
I would recommend this program to an attorney who desires the very basics and has never done anything in this area.
clear and concise presentation
Great trip from start to finish addressing the bumps along the way.
Interesting presentation for estate attorneys and instructional on how to deal with family throughout process
She was well informed and did a good with the material.
Very clear lecturer
VERY NICE PRESENTATION
good basic presentation
Outstanding , lucid presentation
Very well done. Good basic outline and refresher.
Excellent presentation, clear and focused, thank you!
Great! Best presenter.
Very easy to follow and listen to. A pleasant lecture.
Well done, but it is very basic.
She's a great speaker!
Good coverage of issue for general practitioner. Helpful pointers on use of self-proving affidavits and on consideration of non-probate assets.
I love the down-to-earth examples. Very good advice about some of the tax pitfalls.
I liked her practical and detailed approach.
Lots to go over, hit most of the highlights.
I am the independent administrator of my late husband's small estate, and this was a particularly helpful seminar.
I would have liked a little more discussion about handling real property passing through the will, but otherwise an excellent presentation.
Very Informative, easy to follow.
Speaker was excellent.
informative and well presented
This was well presented and very thorough.
Informative and well organized!
Great program and lecture.
Easy to follow. Good program
Thought it was better than normal and liked the style and tone of presenter.
Really good presentation
The instructor was very informative
Perfect time wise. This speaker was the only one that presented her materials without filler
Good refresher course . . . would have liked more time allotted.
This was a very informative presentation which was presented in a clear and easily comprehensible manner.
The presenter offered great tips I can use when advising clients re: their estate planning and management responsibilities.
Even if you don't practice in this area, this a great course that you might find a use for in your personal life
Practical, helpful, compassionate guidance!
Clear, concise, & helpful.
Very informative and practical. I enjoy listening to Ms. Gartenberg.
Instructor made program interesting and particularly grateful for personal tips on dealing with client family members to help smooth beneficiary potential conflicts and help executor.
Excellent. Very well done.
Liked her approach, reflects dealing with real people and situations instead of just dry legal concepts.
Very good explaining the basics of wills, probate etc