Nuts &
Bolts of Elder Law & Estate Administration Seminar
Wed, May 7 5:00 PM - 9:00 PM New Jersey Law Center One
Constitution Square New Brunswick, NJ 08901
Includes a 260-page book, plus CD with sample forms, documents &
checklists! and dinner Elder law continues to offer the legal
profession a booming opportunity for growth. As your current clients continue
to grow older, you need to position yourself to be able to offer them and their
families the legal services required by the elderly in today’s society. Or, you
may be looking for lucrative areas in which to expand your current practice,
including administering their estates.
This practical program is
designed to provide the nuts and bolts of elder law practice & estate
administration practice to general practitioners and young lawyers, as well as
to more experienced lawyers seeking to expand into this field. A highly
authoritative and experienced panel of elder law attorneys & estate
planners will share proven techniques and experience it would take you years to
gather on your own. You’ll also gain insight on how Federal Medicaid Reform
will impact your practice.
Everything you need to know
about elder law & estate administration including:
• Why Have a Will? - Gathering
information; standard provisions; designation of fiduciaries; protective
clauses; sample forms; Ethics - who is the client?
• Powers of Attorney - Types of
POAs; what should be included; why clients need them; POAs and Living Wills;
sample forms
• Living Trusts (Revocable/Irrevocable)
as an Estate Planning Tool - Why it should be used; Ethics - who is the
client?; disadvantages; revocable vs. irrevocable; Insurance Trusts; sample
forms
• Basic Tax Considerations -
Jointly-held property; “I love you” Will; no Will at all; insurance owned by
client; unlimited marital deduction; estate planning in the testamentary
document; sample forms/letters
• Estate Administration - New
Probate Law in New Jersey - Probate process; duties of executor/fiduciary;
gathering of assets; tax returns; tax waivers; access to property; sample
forms/checklists
• Medicaid Planning in Light of
Federal Medicaid Reform - Countable assets of Medicaid applicant; income
cap/Medical needy standard; look-back period; transfers of property; personal
residence; Medicaid estate recovery rules; probate; undue influence;
competency
…and more
Speakers:
-KENNETH A. VERCAMMEN, ESQ. Chair, ABA
Elder Law Committee Past GP Solo Section Attorney of the Year Past NJSBA
Municipal Court Practitioner of the Year
Edison, NJ
-WILLIAM P. ISELE, ESQ. Past NJ
Ombudsman for the Elderly
-MARTIN A. SPIGNER, ESQ. Law Office of
Martin A. Spigner, Cranbury
-ADAM DUBECK, Esq.
$160.00 General Tuition, reduced fee for NJSBA Elder &
Disability Law Section and NJSBA Young Lawyers Division
[Free for Superior
Court Judges] Seminar #S57800S4
NJSBA Member Price is reduced –
To qualify for this reduced price, you must provide your NJSBA Member# at the
time you place your order. If you place your order without providing your NJSBA
Member#, you will be charged the regular price.
More details
contact New Jersey Institute for Continuing
Legal Education
The non-profit continuing
education service of
The New Jersey State Bar Association Constitution Square, New Brunswick, New Jersey
08901-1520
Phone: (732) 214-8500 • Fax: (732)249-0383 • CustomerService@njicle.com
NJ CLE INFORMATION: This program has been
approved by the Board on Continuing Legal Education of the Supreme Court of New
Jersey for 4.6 hours of total CLE credit. Of these, 1.2 qualify as hours of
credit for ethics/professionalism.
Presented
in cooperation with the NJSBA Elder & Disability Law Section and NJSBA
Young Lawyers Division
