Nuts & Bolts of Elder Law & Estate Administration Seminar
Wed, May 6, 2013 5:00 PM - 9:00 PM
NJ Law Center 1 Constitution Sq. 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
Includes a 260-page
book, CD with sample forms, documents
& checklists!
Speakers:
|
Chair,
ABA Elder Law Committee
Past
GP Solo Section Attorney of the Year
2006
NJSBA Municipal Court Practitioner of the Year
K.
Vercammen & Associates
|
|
Past
NJ Ombudsman for the Elderly
|
|
Law
Office of Martin A. Spigner
Adam Dubeck
,Esq.
|
$130.00 General Tuition
Seminar S57800S3
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 1 Constitution Square, New Brunswick, New Jersey 08901-1520
Phone: (732)214-8500 • Fax: (732)249-0383 • CustomerService@njicle.com
More info at
http://www.njicle.com/viewprogram.aspx?catid=2112&progid=7349
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
http://www.njlaws.com/elder2013.html
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