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Nuts & Bolts of Elder Law & Estate Seminar 2016 | Legal Services Service in Edison NJ | 411

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Nuts & Bolts of Elder Law & Estate Seminar 2016

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Edison, NJ

Nuts & Bolts of Elder Law & Estate Administration Seminar2016 April 18 5:00 PM- 9:00 PM NJ Law CenterIncludes a 240 + page book, plus CD with sample forms, documents & checklists! and dinnerSpeakers: -KENNETH A. VERCAMMEN, ESQ. Co-Chair, ABA Estate Planning & Probate Committee, Past GP Solo Section Attorney of the YearPast 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-ADAM DUBECK, Esq.General Tuition, reduced fee for NJSBA Elder & Disability Law Section and NJSBA Young Lawyers Division [Free for Superior Court Judges] Seminar #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-XXXX (click to respond) 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 todays 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. Youll 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 formsLiving 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/lettersEstate 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/checklistsMedicaid 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; competencyand 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 LawyersDivision Materials in 240 page Book provided to all attendees1 New Client schedule appointment2 Confidential Will Questionnaire3 Will bill4 WILL DRAFT CO5. Doctor Cert sign POA, will Dr6 Thank you for Referral7 POA DRAFT lt8 AUTHORIZATION FOR RELEASE of Financial Records [NEW DOCUMENT FOR 2015]9 Referral Out Another Atty fax10 No rep11 Recommend Will to Cl12 Post WILL13 Client questionnaire end case14 POA Grantor Now ARTICLES15 Wills article16 POA Power of Attorney- article17 LIVING WILLS article18 Gay Lesbian No estate planning article19 Letter of Instruction article20 Remove Executor21 Alzheimer, POA Guardianship22 ANSWERS to Questions Probate23 Estate Planning 10 Ideas24 Executor Duties25 Prenuptial Ag26 Undue Influence articleOTHER FORMS & INFORMATION27 Attorney- Client Confidentiality28 Pick up Docs29 Executor to Pay and Notify CreditorsREVISED30 NJlaws website & articles31 Trusts32 Caveat to Will33NJWillsProbateLaw.com40 INTESTACY Article41 If no Will article42 Probate Release Refund Bond43 Lincoln 17- no charge44 Guardianship bill45 RETAINER Probate ESTATE46 WILL - sign front notary47 Confidentiality Lt to Client48 Elective Share of Spouse49 Will Signing50 ABA Aging and Law Networking Call March 2014 Call Notes51 WINTER 2014 Estate Planning Probate Report Solo GP ABA55 SPRING 2014 Estate Planning Probate Report Solo GP ABA56 Free Office Space for Attorney .doc57
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October 2 2016 on Oodle
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