Webinar: Estate
Planning for the “Difficult” Adult Child-How to Plan in Cases of Addicted,
Perpetually Out of Work and Unhappily Married Children
Location: Online or
NJ Law Center One Constitution Square New Brunswick, NJ 08901 [next to Rutgers
Cook campus]
Date: October 10,
2019
Time: 12:00
PM-1:40 PM ET
Estate planning
is rife with delicate situations. As lawyers, it is our job to be “gloom and
doom in the room.” We need to ask the hard questions and plan for the worst-case
scenarios. This can be especially difficult in estate planning, since it
involves leaving hard-earned assets to cherished and beloved relatives. If we
are going to protect those assets as we are hired to do, we must ask the tough questions,
including questions about the ability of the testator’s children to take care
of themselves after our client dies.
Join us as experts discuss how to
plan for adult children who present especially difficult situations. Seasoned attorneys
and an experienced accountant will discuss how to protect a testator’s assets
when an adult child suffers from addiction, is out of work, is unhappily
married or is in another similarly difficult situation. They will provide you
with specific strategies for eliciting information at the client intake, how to
discuss delicate and emotionally-charged possibilities and planning techniques
that will care for the testator’s loved-ones while protecting their assets.
Topics include:
·
Questions to ask at the client meeting that will
help you elicit the most accurate information
·
Will clauses that will protect assets from creditors
and former spouses
·
Pros and cons various trustees including banks
and siblings
·
Life estates- how to use them to your client’
best advantage
·
Medicare, Medicaid, and life insurance
·
Retirement accounts-when to change the
beneficiaries and pitfalls to avoid
·
Successful tax planning strategies
·
How and when to seek a will reformation…and
more.
Speakers: Beth C. Manes, Esq.
Manes Weinberg, LLC, Westfield
Alex Clark, CPA, CFE
Marcum, LLP, Roseland
Kenneth A. Vercammen, Esq.
Author ABA Wills & Estate Administration book
List Price: $125.00 USD
https://tcms.njsba.com/personifyebusiness/njicle/CLEPrograms/NJICLEEventsCalendar/MeetingDetails.aspx?productID=49471222
