Nuts and Bolts of Elder and Estate Administration book (2019)
List Price: $60.00 USD
NJ Bar members Price: $48.00 USD
Are you looking to expand your practice to be able to offer the legal services required by the elderly and their families in today’s society? Those services include will, living will, and trust drafting in addition to estate administration. This
This practical book is designed to provide the nuts and bolts of elder law practice and estate administration practice to general practitioners, young lawyers, or those who are just seeking to expand into this growing field as the Baby Boomer Generation, which makes up about half our population, continues to age.
This 240+ page handbook has sample forms, documents, and checklists.
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.
ISBN :M015919
Primary Authors:
Kenneth A. Vercammen, Esq.
Author ABA Wills & Estate Administration
Edison, NJ
Martin A. Spigner, Esq.
Law Office of Martin A. Spigner
Cranbury, NJ
· List Price: $60.00 USD
· NJSBA Section Price: $48.00 USD
· https://tcms.njsba.com/personifyebusiness/LegalResources/SearchOurSite.aspx
Additional speakers on seminar audio for sale
Honorable Katie A. Gummer
Presiding Judge General Equity
Monmouth County, NJ
Pamela A. Quattrone, Esquire, MBA
Rice Elder Law
Cherry Hill, NJ
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.
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.comSeminar S15900W6
Original Publish Date: May 6, 2019
Table of Contents Page
Articles, Forms, Checklists
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 Documents11
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 Beneficiary29
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 2014Report 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
“Ethics Committee Opinion 692 Clarified on Retaining Client Files” 187
Authorization for Release of Financial Records and Information 189
Financing Nursing Home Care in New Jersey
PowerPoint Presentation
William P. Isele, Esq. 191
Nuts & Bolts of Elder Law and Estate Administration
Martin A. Spigner, Esq. 207
Why Do Estate Tax Planning? 207
The Survivor’s Choice (Disclaimer) Trust or the Unified Credit
Trust or No Trust; Are They Still Needed? 207
Irrevocable Life Insurance Trust 212
Gift-Giving 212
Intentionally Defective Grantor Trust (“IDGT”) 213
How the IDGT Works 213
Rev. Rul. 2004-64 215
IDGTs vs. GRATs 215
The Executor Basis Reporting Rules – Form 8971 216
Transferring Assets or Step-Up in Basis 217
Irrevocable Life Insurance Trusts
Martin A. Spigner, Esq. 219
Introduction 219
Irrevocability 219
Payments of Premium; CrummyPowers 220
Limiting Right of Withdrawal 220
Trustees 221
Administration of the Trust; Taxes; Fees 221
Spendthrift Provisions 222
Execution of Trust 222
Post-Execution 222
Attachments
Sample Living Will With POA for Health Care 225
Sample Durable General Power of Attorney 233
Sample Irrevocable Trust 239
Sample Revocable Living Trust 255
Sample Client Supplemental Needs Trust 279
Sample Survivorship Life Insurance Irrevocable Trust 291
Sample Affidavit of Trustee Appointment 300
Sample Client Memo (Executor) 301
Summary: Tax Cuts and Jobs Act of 2017 309
New 2018 Federal Estate and Gift Tax Rules 313
Financing Long-Term Care in New Jersey
PowerPoint Presentation
Pamela A. Quattrone, Esq., MBA, CELA 331
Kenneth Vercammen, Esq.– Probate, Estate Planning & Elder Law
Kenneth Vercammen is an attorney in Edison, NJ. He is Chair of the ABA Probate & Estate Planning Law Committee of the American Bar Association Solo Small Firm Division. He is the author of the ABA book “Wills and Estate Administration”
He is a speaker for the NJ State Bar Association at the annual Nuts & Bolts of Elder Law & Estate Administration program. He is admitted to the Supreme Court of the United States.
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 Wills, litigation, estates, probate law and trial topics.
He is a highly regarded lecturer on litigation and probate law for the American Bar Association, NJ ICLE, NJ 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.comwhich 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
The book Wills and Estate Administration” is available at
http://shop.americanbar.org/eBus/Store/ProductDetails.aspx?productId=224827061
By Kenneth Vercammen, Esq.
Straightforward and to-the-point, Wills and Estate Administration provides step-by-step guidance that firms can use to handle all aspects of an estates practice, from initial client intake to closing the file. Topics are defined in six parts for ease of use:
Preparation for Wills/Estate Planning Interviews
Interviewing Clients
Additional Estate Planning Issues
Estate Administration
Guardianship of Disabled or Incompetent Parents
Marketing Your Wills and Estate Administration Practice
Making this an essential resource for solo and small firm practitioners, the author includes numerous forms for each topic, and they are also available for download online. The book is basic and written to help new and transitional attorneys. In addition, tips on practice management will help seasoned attorneys.
List Price: $79.95
ABA Price:$69.95
ISBN: 978-1-63425-380-2
Product Code: 5150484
2015, 290 pages, 7 x 10, Paperback
American Bar Association Service Hotline
800-285-2221
312-988-5000
"Have just finished Ken Vercammen's excellent book on Wills, Estate Administration, and Guardianship. It is a very practical book that examines the business of an estate and trust practice. This step-by-step analysis is complete with forms and helps even the seasoned practitioner streamline his practice."
-Thomas D. Begley, Jr., Esq., Begley Law Office, NJ
