$44 NJ Bar member $55
Non-Member
Primary Author
Kenneth A. Vercammen, Esq.- Kenneth Vercammen & Associates, P.C. (Edison)
Kenneth A. Vercammen, Esq.- Kenneth Vercammen & Associates, P.C. (Edison)
Speakers
Adam P. Dubeck, Esq. Dubeck Law Firm, LLC (Morristown)
Adam P. Dubeck, Esq. Dubeck Law Firm, LLC (Morristown)
William P. Isele, Esq. Archer & Greiner, P.C.
(Princeton)
Martin A. Spigner, Esq. Law Offices of Martin A.
Spigner (Cranbury)
NJICLE In
cooperation with the New Jersey State Bar Association Elder & Disability
Law Section and Young Lawyers Division
Book #M15915
Table of Contents
Articles, Forms, Checklists
Kenneth A. Vercammen, Esq. 1
Kenneth A. Vercammen, Esq. 1
New Client/Schedule
Appointment 1 Confidential Will Questionnaire 3 Will Bill 8 Will Draft 9 Doctor
Certification of Patient Capacity to Sign Legal Documents 11 Thank You for
Referral 12 Power of Attorney Draft Letter 13 Will Execution Checklist 15 Will
Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 17 Referral
Out to Another Attorney 19 Letter Re: No Representation 20 Letter Re: Recommending
Will to Client 21 Post Will Letter 23 Client Questionnaire/End of Case 25
Letter Re: Power of Attorney Taking Effect 27 Letter Re: Release and Refunding
Bonds from Each Beneficiary 29 Will/Estate Bill 30 Revocation of Durable Power
of Attorney 31 “Wills and Estate Planning: Save Money and Provide for Your
Loved Ones” 33 “Federal
HIPAA Law Now Recommends New Power of Attorney –
Special Report” 37 “Living
Wills” 41 “Gay Lesbians Partners - Problems if No Estate Planning” 49 “How to
Prepare Letters of Instruction to Family, Employees, and
Executor Regarding Funeral
Arrangements, Business Transfer and
Post-Death Procedures” 51
“Removing an Executor from an Estate” 55 “Estate Planning for Alzheimer
Patients & Guardianship of Disabled
Adults” 61 “Answers to
Questions About Probate and Administration of an
Estate” 65 “Ten Estate
Planning Ideas for Divorced or Separated Persons” 73 “Executor of a Will –
Duties and Responsibilities – Special Report” 75 “Prenuptial Agreements to
Protect Your Assets in Case of Divorce
or Death” 81 “Undue
Influence to Void a Will or Power of Attorney” 87 Attorney-Client Confidential
Relationship 95 Agreement to Provide Legal Services – Probate 97 Letter Re:
Recommendations to Executor 101 “Trust vs. Wills” 105 Caveat to Will 109
Agreement to Provide Legal Services – Probate 111 Letter Re: No Charge for
Advice 115
Guardianship Bill 117 Will
Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 121 Letter
Re: Confidentiality of Files 123 Letter Acknowledging Receipt of Documents 125
Central Jersey Elder Law Website/Articles 127 “Dying Without a Will” 133
Elective Share of Spouse 141 Joint Bank Accounts Upon Death 149 What is a
Probate Release & Refunding Bond? 163 Call Notes of ABA Aging and Law Networking
Call 167 ABA Estate Planning, Probate & Trust Committee
Spring 2014 Report 171
Winter 2014 Report 175 Fall 2013 Report 179
ABA Solo, Small Firm and
General Practice Division Council
Agenda Report Form – Summer Annual 2013 183
Agenda Report Form – Summer Annual 2013 183
“Ethics Committee Opinion
692 Clarified on Retaining Client Files” 187 Index to Vercammen materials on CD
ABA Wills and Probate Book
Kenneth Vercammen, Esq.
Elder and Probate Forms
Additional Forms
Will Forms
Will Forms
Financing Nursing Home Care
in New Jersey PowerPoint Presentation
William P. Isele, Esq.
William P. Isele, Esq.
NJ Estate Administration
Basics PowerPoint Presentation
Adam P. Dubeck, Esq.
Adam P. Dubeck, Esq.
Attachment
New Jersey Estate Administration Forms
New Jersey Estate Administration Forms
Nuts & Bolts of Elder
Law and Estate Administration Martin A. Spigner, Esq.
Why Do Estate Tax Planning?
The Survivor’s Choice (Disclaimer) Trust or the Unified Credit
The Survivor’s Choice (Disclaimer) Trust or the Unified Credit
Trust 219 Irrevocable Life
Insurance Trust 222 Gift-Giving 222 Intentionally Defective Grantor Trust
(“IDGT”) 223
How the IDGT Works 223
189 199
Rev. Rul. 2004-64 IDGTs vs.
GRATs
Irrevocable Life Insurance
Trusts Martin A. Spigner, Esq.
Introduction
Irrevocability
Payments of Premium; Crummy Powers Limiting Right of Withdrawal
Trustees
Administration of the Trust; Taxes; Fees Spendthrift Provisions
Execution of Trust
Post-Execution
Attachments
Irrevocability
Payments of Premium; Crummy Powers Limiting Right of Withdrawal
Trustees
Administration of the Trust; Taxes; Fees Spendthrift Provisions
Execution of Trust
Post-Execution
Attachments
Sample Client Memo
Sample Last-to-Die Trust
Sample Living Will With POA for Health Care Sample Irrevocable Trust
Sample Revocable Living Trust
Sample Supplemental Needs Trust
Sample Affidavit of Trustee Appointment
Sample Last-to-Die Trust
Sample Living Will With POA for Health Care Sample Irrevocable Trust
Sample Revocable Living Trust
Sample Supplemental Needs Trust
Sample Affidavit of Trustee Appointment
About the Panelists...
Kenneth A. Vercammen is a trial attorney in Edison,
NJ. He is co-chair of the ABA Probate & Estate Planning Law Committee of
the American Bar Association Solo Small Firm Division. He is a speaker for the NJ State Bar Association
at the annual Nuts & Bolts of Elder Law & Estate Administration
program. He is writing a book for the ABA on Wills and Estates.
He was Editor of the ABA Estate Planning Probate
Committee Newsletter. Mr. Vercammen has published over 150 legal articles in
national and New Jersey publications on litigation, elder law, probate and
trial topics. He is a highly regarded lecturer on litigation and probate law
for the American Bar Association, NJ ICLE, New Jersey State Bar Association and
Middlesex County Bar Association. His articles have been published in noted
publications included New Jersey Law Journal, ABA Law Practice Management
Magazine, and New Jersey Lawyer. He established the NJlaws website www.njlaws.com
which includes many articles on Estate Planning, Probate and Wills.
KENNETH VERCAMMEN & ASSOCIATES, PC
ATTORNEY
AT LAW
2053 Woodbridge Ave.
Edison, NJ 08817
(Phone) 732-572-0500
(Fax)
732-572-0030
www.njlaws.com
www.CentralJerseyElderLaw.com
