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Shawna A. Brown
Counsel | Mandelbaum Barrett PC
Barbara Martin
Counsel | Beattie Padovano, LLC

Estate Planning Like a Pro: Wills, Wealth, What-Ifs | Live Webinar

Broadcast Date: Tuesday, October 21, 2025 from 12:00 PM to 2:00 PM (ET) | On-Demand 24 hrs later

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, 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.

Who Should Attend:

  • New Jersey Newly Admitted Attorneys
Take This Course

Credit:

Course Level: Basic | Advance Preparation: Print and review course materials

Method of Presentation: Live Webinar | Prerequisite: None

Course Code: 1411547 | Total Credits: 2.0

CLE Credits:

CA CLE 2.00 General – Approved Until: 10/21/2027
PA CLE 2.00 General – Approved Until: 10/21/2027
VT CLE 2.00 General – Approved Until: 12/31/2026
NJ CLE 2.00 – New Jersey Basic Estate Planning
NY CLE 2.00 Areas of Professional Practice – Credits through Reciprocity
AR CLE 2.00 General – Credits through Reciprocity
CT CLE 2.00 General – Credits through Reciprocity
NH CLE 2.00 General – Meets the requirements of NH Supreme Court Rule 53
MO CLE 2.00 General – Approved Until: 10/21/2025

Pending CLE Application:

GA, TN, WI

Self-Apply:

AL, CO, DE, FL, ID, IL, IN, IO, KS, KY, LA, NC, ME, MN, MS, MT, NE, NV, NM, ND, OH, OK, OR, SC, TX, UT, VA, WA, WV, WY

If you’d like us to apply for CLE, you may opt to pay the CLE processing fee here.

No MCLE Requirements:

DC, MD, MA, MI, SD

Not Eligible for CLE:

AK, AZ, HI