7th Annual Estate Litigation Seminar
Join us for complimentary breakfast and panel discussions from Archer’s top estate practitioners and chief officers of esteemed corporate fiduciaries from outside the firm. Earn CLE and CPE credits as you learn about these important topics.
When: Thursday, April 4, 2019 from 8:00 AM to 1:00 PM EDT
Where: Tavistock Country Club, 100 Tavistock Lane, Haddonfield, NJ 08033
Guest Speakers:
- Marie L. Tormey, Executive V.P., Chief Fiduciary Officer, PNC Bank, N.A.
- Donald DiCarlo Jr., Managing Director, Wealth Planning, Wilmington Trust Company
- Leslie Gillin Bohner, Executive Vice President, Chief Fiduciary Officer & General Counsel, Pennsylvania Trust
Archer Speakers:
- Steven K. Mignogna
- Anthony R. La Ratta
- Andrew J. Cevasco
- Donald P. Craig
- Frank R. Demmerly Jr.
- Denis J. Lawler
- Gregory J. Palakow
- Larwrence C. Wohl
- Tara H. Zane
- Melissa O. Dibble
- Eimi S. Figlio
- Brittney A. Cafero
AGENDA
| TIME | TITLE |
| 8:00 a.m. – 8:30 a.m. | Registration and Breakfast |
| 8:30 a.m. – 8:45 a.m. | Welcome and Introductions |
| 8:45 a.m. – 9:45 a.m. | Hot Trends in Estate Litigation
A survey of the most recent developments in trust and estate litigation through a review of the significant cases from the past year. |
| 9:45 a.m. – 10:45 a.m. | The Final Frontier: Concerns and Considerations of Electronic Wills
Learn about the impact of technology on estate planning and litigation. We will explore the emergence of electronic wills, how electronic wills fit into New Jersey’s liberal will requirements, and concerns and considerations in this new frontier. |
| 10:45 a.m. – 11:00 a.m. | Break |
| 11:00 a.m. – 12:00 p.m. | Corporate Fiduciaries: The Inside View
Chief officers from several major corporate fiduciaries will discuss issues of significance to them and professionals with whom they deal. |
| 12:00 p.m. – 1:00 p.m. | Ethics in Estate Planning: Putting Testimony to the Test
The mock deposition of a scrivener in a will contest highlights this exploration of the strategy and ethics relating to discovery in estate litigation. |
EDUCATIONAL CREDITS:
CLE and CPE credits will be available. The following credits have been requested:
- 4.8 NJ CLE (including 1.2 ethics, pending approval)
- 4.0 PA CLE (including 1.0 ethics, pending approval)
- 4.8 NJ CPE (pending approval)