Nuts &
Bolts of Elder Law & Estate Administration Seminar 2015
April 20
5:00 PM- 9:00 PM NJ Law Center
Includes a 240 + page book, plus CD with
sample forms, documents & checklists! and dinner
Speakers:
-KENNETH A. VERCAMMEN, ESQ. Co-Chair,
ABA Estate Planning & Probate Committee, Past GP Solo Section Attorney of
the Year
Past 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.
$170.00 General Tuition, reduced fee for NJSBA Elder &
Disability Law Section and NJSBA Young Lawyers Division
[Free for Superior
Court Judges] Seminar #
S159-00S5
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) 214-8500 • Fax:
(732)249-0383 • CustomerService@njicle.com
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
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
Materials in 240 page Book provided to
all attendees
|
|
1 New Client schedule appointment
2 Confidential Will Questionnaire
3 Will bill
4 WILL DRAFT CO
5. Doctor Cert sign POA, will Dr
6 Thank you for Referral
7 POA DRAFT lt
8 AUTHORIZATION FOR
RELEASE of Financial Records [NEW DOCUMENT FOR 2015]
9 Referral Out
Another Atty fax
10 No rep
11 Recommend Will to Cl
12 Post WILL
13 Client questionnaire end case
14 POA Grantor Now
ARTICLES
15 Wills article
16 POA Power of Attorney- article
17 LIVING WILLS article
18 Gay Lesbian No estate planning article
19 Letter of Instruction article
20 Remove Executor
21 Alzheimer, POA Guardianship
22 ANSWERS to Questions Probate
23 Estate Planning 10 Ideas
24 Executor Duties
25 Prenuptial Ag
26 Undue Influence article
OTHER FORMS & INFORMATION
27 Attorney- Client Confidentiality
28
Pick up Docs
29 Executor to Pay and Notify Creditors REVISED
30 NJlaws website & articles
31 Trusts
32 Caveat to Will
33 NJWillsProbateLaw.com
40 INTESTACY Article
41 If no Will article
42 Probate Release Refund Bond
43 Lincoln 17- no
charge
44 Guardianship bill
45 RETAINER Probate
ESTATE
46 WILL - sign front notary
47 Confidentiality Lt to Client
48 Elective Share of Spouse
49 Will Signing
50
ABA
Aging and Law Networking Call March 2014 Call Notes
51
WINTER 2014 Estate Planning Probate Report Solo GP ABA
55 SPRING 2014 Estate Planning Probate Report Solo GP ABA
56 Free Office Space for Attorney .doc
57 We need email address short
ADDED FOR 2015
Letter of Last Instruction form.doc
RETAINER contested Probate
Additional documents for CD
beni w release & refunding copy.doc
Cl
w release refund bond copy.doc
Cm Probate_Disc_Rent
CM to switch replace Executor
copy.doc
Comp- Remove Exec, account
Complaint Guardianship
Condolences, sympathy new Will
Estate Planning Ques
Guardianship Cert of Legal Fees
Guardianship Judgment
Guardianship Questionnaire
Inherit w L-9 L9
Inherit. Tax Bureau Filing Lt
Med Auth HIPAA no name
Mid Clerk w Deed
Mid Clerk w waiver
Probate Q-Inherit Quest
Probate RETAINER ESTATE copy.doc
Probate_cm-OR caveat admit Will
Release and Refunding Bond
Renunciation Administrat
RENUNCIATION by Beni for Executor
RENUNCIATION by Executor
RETAINER contested Probate
01A Client w_Retainer notPI
Will not signed
Will- Estate Planning- consult bill
Revocation of Previous Wills and
Powers of Attorney
Resume Ken Vercammen
Will forms
1 H US-W & TR Will.doc
1 Wife-w_TR Will.doc
2 dad- Will.doc
2 mom-C Will.doc
3 Man-Misc Will.doc
3 Woman -Misc Will.doc
4 HUSBAND-NO TR.doc
4 WIFE-NO TR .doc
5 Codicil
5 HUS-Uni. Credit Trust Will.doc
5 WIFE-Uni Credit Trust W.doc
6
Power of Attorney.doc
7 LIVING WILL LW .doc
8 Child power of attorney.doc
99
If no children and no beni.doc
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