Saturday, March 19, 2011

Nuts & Bolts of Elder Law & Estate Administration

Nuts & Bolts of Elder Law & Estate Administration

April 26, 2011

5:00 PM to 9:00 PM Tuesday

Sheraton Edison, Edison

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

Speakers:

KENNETH A. VERCAMMEN, ESQ.

Chair, ABA Elder Law Committee

Past GP Solo Section Attorney of the Year

2006 NJSBA Municipal Court Practitioner of the Year

K. Vercammen & Associates

THOMAS D. BEGLEY, III, ESQ.

Begley, Begley & Bookbinder, PC (Moorestown)

WILLIAM P. ISELE, ESQ.

Past NJ Ombudsman for the Elderly

MARTIN A. SPIGNER, ESQ.

Law Office of Martin A. Spigner

New Jersey Institute for Continuing Legal Education 
The non-profit continuing education service of: 
The New Jersey State Bar Association Rutgers - The State University of New Jerseys Eton Hall University 
One Constitution Square, New Brunswick, New Jersey 08901-1520 
Phone: (732)214-8500 • Fax: (732)249-0383 • CustomerService@njicle.com

Seminar # S578-22154 S578-22154

Tuition fees

Reg. Fee

Reg. Type

General Tuition (REG)

$169.00

REG

NJICLE Season Ticket (STX)

1 Season Ticket(s)

STX

MEMBERS, NJSBA Co-Sponsoring (COS*)

$129.00

COS*

MEMBERS, NJSBA (NJB*)

$139.00

NJB*

MEMBERS, NJSBA YLD (YLD*)

$129.00

YLD*

Recent admittees (YL)

$145.00

YL

Paralegals (PAR)

$119.00

PAR

Law Students (with Student ID) (STU)

$0.00

STU

Full Time Judges (JUD)

$0.00

JUD

Door Registrations $189

* NJSBA Member Price – 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.

NJ CLE INFORMATION: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 3.4 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

Sheraton Edison Hotel Raritan Center

125 Raritan Center Parkway · Edison, New Jersey 08837

http://www.njicle.com/seminar.aspx?sid=1406

No comments: