Essentials of Estate Planning and Drafting (in-person)
Thursday, December 3, 2026 | 6:00 PM EDT - 8:30 PM EDT
This program will introduce the attorney to the estate planning process, including the drafting of wills, trusts, durable powers of attorney, living wills with designation of health care proxy, beneficiary designations and related documents. The attorney will be guided from the initial client interview, through the drafting of the various estate planning documents and to their execution. Tax aspects of estate planning will also be discussed, including New Jersey inheritance taxes, and U.S. generation-skipping, gift and estate taxes. While the general focus will be on New Jersey law, many of the fundamentals discussed will apply to many other jurisdictions. Questions will be allowed at any time during the seminar. Sample forms will be provided.
FACULTY:
Brian M. Balduzzi, Esq., Tax LL.M., MBA, CFP®, CEPA®, AEP®, IPA
Partner
Barred in Pennsylvania, New Jersey, New York, Massachusetts and Florida
Holland & Knight LLP
1650 Market Street, Suite 3300 | Philadelphia, Pennsylvania 19103
Partner
Barred in Pennsylvania, New Jersey, New York, Massachusetts and Florida
Holland & Knight LLP
1650 Market Street, Suite 3300 | Philadelphia, Pennsylvania 19103
REGION:
New York City Metro Area
LOCATION:
Rutgers Law School
Room 125 | Baker Trial Courtroom
123 Washington Street
Newark, NJ 07102
Room 125 | Baker Trial Courtroom
123 Washington Street
Newark, NJ 07102
CREDITS:
CLE: NJ: 3.0 | NY: 3.0 | PA: 2.5
PROGRAM TYPES:
Newly Admitted Lawyers Course
SUBJECT AREAS:
Estate Planning
COST:
$75.00
DETAILED INFORMATION:
