Estate Planning Like a Pro | On-Demand CLE Estate Planning Webinar

Estate Planning Like a Pro: Wills, Wealth, What-Ifs | On-Demand CLE Estate Planning Webinar

Broadcast Date: Tuesday, October 21, 2025 from 12:00 PM to 2:00 PM (ET)

Estate planning is a cornerstone of legal practice, ensuring that client assets are protected, their wishes are honored, and wealth is transferred smoothly across generations. For newly admitted attorneys in New Jersey, developing a solid understanding of estate planning concepts early in practice is critical to avoiding common pitfalls and delivering meaningful value to clients.

Join Shawna A. Brown, Counsel at Mandelbaum Barrett PC, and Barbara Martin, Counsel at Beattie Padovano, LLC, for this CLE estate planning webinar as they provide a practical introduction to estate planning tailored to the New Jersey legal landscape. The program will cover foundational principles as well as real-world scenarios, from guardianship considerations to contested estates and the complexities of blended families. Attendees will also gain clarity on tax concepts and trust structures, equipping them with the knowledge to build effective, client-centered strategies.

Topics include:

•  Fundamentals of estate planning, guardianship, and handling contested estates

• Planning for blended families and other complex “what if” scenarios

• Tax concepts in estate planning and the role of trusts

• Practical use of wills, powers of attorney, and other essential tools

• Strategies for preserving wealth and minimizing estate and gift taxes

Agenda:

Shawna A. Brown, Counsel, Mandelbaum Barrett PC

• Basic estate planning, guardianship, contested estates and blended families

&

Barbara Martin, Counsel, Beattie Padovano, LLC

• New Jersey Inheritance Tax;
• Federal estate tax / repeal of NJ Estate tax;
• The importance of the Tax expenses clause in a Will (paid by beneficiaries or out of the residuary estate)
• Use of Testamentary trusts in Wills.

• • Disclaimer trust;
  • Children’s trusts;
  • Spendthrift trusts;
  • Supplemental needs trusts. 

• Importance of naming successor executors and trustees.