Nuts
& Bolts of Elder Law & Estate Administration Annual Seminar for
Attorneys and individuals involved in Probate
May 1, 2017 5:00
PM- 9:00 PM NJ Law Center
Includes a 240 + page book, plus sample forms, documents & checklists!
and light dinner
Speakers:
-KENNETH
A. VERCAMMEN, ESQ. Co-Chair, ABA Estate Planning & Probate 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
$137-$180.00
Superior Court Judges can attend
for free
General Tuition, reduced fee for NJSBA Elder &
Disability Law Section and NJSBA Young Lawyers Division
[Free for Superior
Court Judges and Law students]
Seminar
# ICELD015917
https://www.facebook.com/events/1295903333851207
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 CustomerService@njicle.com
Law students can attend for
free, without materials
New Jersey Law Center
One Constitution Square
New Brunswick, NJ 08901
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
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
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
https://www.facebook.com/events/1295903333851207/
