Nuts and Bolts
of Elder Law and Estate Administration (2016) Book
$44
NJ Bar member $55 Non-Member
Primary
Author
Kenneth A. Vercammen, Esq.- Kenneth Vercammen & Associates, P.C. (Edison)
Speakers
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 # M15916
http://tcms.njsba.com/personifyebusiness/njicle/Store/ProductDetails.aspx?productid=7980973
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Book Nuts and Bolts of Elder Law &
Estate Administration (4/16) also Audio
CD package
ISBN :CDP15916
Includes
Nuts and Bolts of
Elder Law & Estate Administration (2016) Material and extra material on CD
CD List Price: $200.00 USD
CD Your Price: $160.00 USD
Quantity: 1
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Because you are a member, you are able
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Item Details:
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Item Details:
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Handbook given out at the following
program:
Nuts and Bolts of Elder Law &
Estate Administration
Original Publish Date: April 18, 2016
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--Box--
Live Program Speakers Included:
(Information current as of program date)
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Kenneth A. Vercammen, Esq.
Author: ABA’s “Wills and Estate
Administration” book
Chair, ABA Estate Planning &
Probate Committee
K. Vercammen & Associates (Edison)
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William P. Isele, Esq.
Past NJ Ombudsman for the elderly
Archer & Greiner, PC (Princeton)
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Martin A. Spigner, Esq.
Law Offices of Martin A. Spigner
(Cranbury)
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About The Program:
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Presented in cooperation with the
NJSBA Elder & Disability Law Section and NJSBA Young Lawyers Division
Elder law is one of the fastest
growing practice areas offering both young and established attorneys
opportunities. 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 practical legal tools of elder law practice & estate
administration practice to general practitioners and young lawyers, as well
as to more experienced lawyers seeking to expand into these fields. 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 Laws
will impact your practice.
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----SECTIONSPLIT-----
Pick up everything you need to know
about elder law & estate administration, including:
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• Why Have a Will? - Gathering information; standard provisions; designation of
fiduciaries;
protective clauses; sample forms;
Ethics - who is the client?
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• Powers of Attorney - Types of POAs; what should be included; why clients need them; POAs
and Living Wills; sample forms
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• Living Trusts
(Revocable/Irrevocable) as an Estate Planning Tool - Why it should be
used; Ethics - who is the client?;
disadvantages; revocable vs. irrevocable; Life Insurance Trusts; sample forms
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• 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
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• Estate Administration - How To Probate A Will - Probate process; duties of
executor/fiduciary; gathering of
assets; tax returns; tax waivers; access to property;
sample forms/checklists
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• 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!
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CLE Credits:
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NJ CLE information: This program has been approved by the Board on Continuing Legal Education
of the Supreme Court of New Jersey for 4.5 hours of total CLE credit.
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NJ CLE:
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This program has been approved for 4.5
credits (50 minute hour)
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PA CLE:
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3.5 substantive credits pending ($16
fee – separate check payable to NJICLE must be submitted at the end of the
program)
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NY CLE
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4.5 professional practice credits
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CDP15916
Materials in 240 page Book provided to all attendees
1 New Client schedule
appointment
2 Confidential Will Questionnaire
3 Will bill
4 WILL DRAFT CO
5. Doctor Cert sign POA, will Dr
6 Thank you for Referral
7 POA DRAFT lt
8
AUTHORIZATION FOR RELEASE of Financial Records [NEW DOCUMENT FOR 2015]
9 Referral Out Another Atty fax
10 No rep
11 Recommend Will to Cl
12 Post WILL
13 Client questionnaire end case
14 POA Grantor Now
ARTICLES
15 Wills article
16 POA Power of Attorney- article
17 LIVING WILLS article
18 Gay Lesbian No estate planning
article
19 Letter of Instruction article
20 Remove Executor
21 Alzheimer, POA Guardianship
22 ANSWERS to Questions Probate
23 Estate Planning 10 Ideas
24 Executor Duties
25 Prenuptial Ag
26 Undue Influence article
OTHER FORMS & INFORMATION
27 Attorney- Client
Confidentiality
28 Pick up Docs
29 Executor to Pay and Notify
Creditors REVISED
30 NJlaws website & articles
31 Trusts
32 Caveat to Will
33 NJWillsProbateLaw.com
40 INTESTACY Article
41 If no Will article
42 Probate Release Refund Bond
43 Lincoln 17- no charge
44 Guardianship bill
45 RETAINER Probate ESTATE
46 WILL - sign front notary
47 Confidentiality Lt to Client
48 Elective Share of Spouse
49 Will Signing
50 ABA
Aging and Law Networking Call March 2014 Call Notes
51
WINTER 2014 Estate Planning Probate
Report Solo GP ABA
55 SPRING 2014 Estate Planning
Probate Report Solo GP ABA
56 Free Office Space for Attorney
.doc
57 We
need email address short
Plus
Letter
of Last Instruction form.doc
RETAINER
contested Probate
Additional
documents for CD
beni w release & refunding copy.doc
Cl w release refund bond copy.doc
Cm
Probate_Disc_Rent
CM to
switch replace Executor copy.doc
Comp-
Remove Exec, account
Complaint
Guardianship
Condolences,
sympathy new Will
Estate
Planning Ques
Guardianship
Cert of Legal Fees
Guardianship
Judgment
Guardianship
Questionnaire
Inherit
w L-9 L9
Inherit.
Tax Bureau Filing Lt
Med
Auth HIPAA no name
Mid
Clerk w Deed
Mid
Clerk w waiver
Probate
Q-Inherit Quest
Probate
RETAINER ESTATE copy.doc
Probate_cm-OR
caveat admit Will
Release
and Refunding Bond
Renunciation Administrat
RENUNCIATION
by Beni for Executor
RENUNCIATION
by Executor
RETAINER
contested Probate
01A
Client w_Retainer notPI
Will
not signed
Will-
Estate Planning- consult bill
Revocation
of Previous Wills and Powers of Attorney
Resume
Ken Vercammen
Will
forms
1 H
US-W & TR Will.doc
1
Wife-w_TR Will.doc
2 dad-
Will.doc
2
mom-C Will.doc
3
Man-Misc Will.doc
3 Woman
-Misc Will.doc
4
HUSBAND-NO TR.doc
4
WIFE-NO TR .doc
5
Codicil
5
HUS-Uni. Credit Trust Will.doc
5
WIFE-Uni Credit Trust W.doc
6 Power of Attorney.doc
7
LIVING WILL LW .doc
8 Child
power of attorney.doc
99 If no children and no beni.doc
About the primary author:
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
