Sunday, April 24, 2016

ABA Elder Law Committee Spring Report

ABA Elder Law Committee Spring Report

ABA SOLO, SMALL FIRM AND GENERAL PRACTICE DIVISION

COUNCIL AGENDA REPORT FORM – SPRING MEETING 2016


Division Name and Number: Division: 3 – Practice Specialty     

Division Director Name: Christine Albano  calbano@albanolaw.com

Group Name: Family

Reporting Board or Committee: Elder Law Committee

Completed By: Kenneth Vercammen Co-Chair, Edison, NJ

1.     What has your committee or board done since its last report (e.g., conference call, meetings, publications, use of discussion lists, planning for CLE programs, publications and articles, collaboration with other committees, boards or sections, etc.)?
The ABA Commission on Law and Aging has set up a webinar based on Ken V’s new ABA book “Wills and Estate Administration”. The webinar is anticipated to be rescheduled to end of May or June. This book was released the end of 2015. This is Ken’s 3rd book for the Solo Division.
- Kenneth Vercammen has participated in recent telephone conference calls with ABA Commission on Law and Aging, and invites other members of committee to participate in all calls.
                  - Some of the forms and Materials from the NJ Bar annual April Nuts and Bolts of Elder Law will be posted online for ABA member use.
                  -Scheduled meeting at the Key West Spring meeting


2.     What is the status of your committee or board’s business plan for the year (e.g., participation of committee board members, goals achieved, new goals, etc.)?
Excellent. We will be having a Committee meeting at the Spring Key West meeting

3.     Does your committee or board need any assistance from your Director, Staff, Division Officers, or Council?  If yes, please explain: Help market the upcoming webinar and three ABA books which generate revenue for the Division


4. Report on anything else: ABA Solo Division Estate Planning, Probate & Trust Committee 
Seminar and round table

May 13 2016 10:30
at Key West Marriott Beachside Hotel
3841 N Roosevelt Blvd Key West, FL 33040-4534
meeting location: TBA near pool or beach

Sponsor(s):

   Register now for this exciting meeting, which will include CLE and fun networking opportunities.

Ideas to be discussed
Scheduling Appointments for Potential Client Callers
Email, fax, or mail potential client an interview form and appointment letter.
What to Do When Potential Clients Come In for Appointments
Marketing Your Wills & Estate Administration Practice
How to Network and be visible to potential clients
Wills and Power of Attorney for AARP members Seminar..........................................
Brochures to Bring to Wills and Elder Law Program
WILLS AND ESTATE ADMINISTRATION SEMINAR EVALUATION...............................

Calling to Invite Clients to Events and Annual Will Seminar.......................................
Recommend Last Will and Testament for Property, children & grand children      
FAX TRANSMISSION- Thank you for Referral..............................
REFERRAL OUT TO ANOTHER ATTORNEY.........................................
Membership in AARP Legal Services Network may provide new clients
Happy Hour networking party for professionals such as Accountants, CPA’s, Financial Planners plus clients and friends..........................................
Marketing to potential clients via websites Error! Bookmark not defined.
Setting up a Blog on Wills and Probate for free.......................................................
NJ Probate, Wills & Estate Administration Statutes and information.........................
NJ ELDER LAW..................................................................................................
Sympathy Card Instructions.................................................................................
Gift Certificates for Wills and Power of Attorney Error! Bookmark not defined.

Date:
May 11-14, 2016
https://www.facebook.com/events/1090511467654788/

5.     Are you submitting an action item to be presented to Council?  If so, please describe:  no



Spring Report ABA Estate Planning, Probate and Trust Committee 2016


Spring Report ABA Estate Planning, Probate and Trust Committee 2016

 

COUNCIL AGENDA REPORT FORM – SPRING MEETING 2016


Division Name and Number:  Division: 3 – Practice Specialty                                                                        

Division Director Name: Christine Albano  calbano@albanolaw.com

Reporting Board or Committee (and Group, if appropriate): Estate & Financial Planning Group

Completed By: Kenneth Vercammen Co-chair, Edison, NJ



1.     What has your committee or board done since its last report (e.g., conference call, meetings, publications, use of discussion lists, planning for CLE programs, publications and articles, collaboration with other committees, boards or sections, etc.)?
The ABA Commission on Law and Aging has set up a webinar based on Ken V’s new ABA book “Wills and Estate Administration”. The webinar is anticipated to be rescheduled to end of May or June. This book was released the end of 2015. This is Ken’s 3rd book for the Solo Division.
- Kenneth Vercammen has participated in recent telephone conference calls with ABA Commission on Law and Aging, and invites other members of committee to participate in all calls.
                        - Some of the forms and Materials from the NJ Bar annual April Nuts and Bolts of Elder Law will be posted online for ABA member use.
                        -Scheduled meeting at the Key West Spring meeting

2.     What is the status of your committee or board’s business plan for the year (e.g., participation of committee board members, goals achieved, new goals, etc.)?
Excellent. We will be having a Committee meeting at the Spring Key West meeting

3.   Does your committee or board need any assistance from your Director, Staff, Division Officers, or Council?  If yes, please explain:  Helping market the upcoming webinar and three ABA books which generate revenue for the Division


4.     Report on anything else:
ABA Solo Division Estate Planning, Probate & Trust Committee 
Seminar and round table

May 13 2016 10:30
at Key West Marriott Beachside Hotel
3841 N Roosevelt Blvd Key West, FL 33040-4534
meeting location: TBA near pool or beach

Sponsor(s):

   Register now for this exciting meeting, which will include CLE and fun networking opportunities.

Ideas to be discussed
Scheduling Appointments for Potential Client Callers
Email, fax, or mail potential client an interview form and appointment letter.
What to Do When Potential Clients Come In for Appointments
Marketing Your Wills & Estate Administration Practice
How to Network and be visible to potential clients
Wills and Power of Attorney for AARP members Seminar.........................................................
Brochures to Bring to Wills and Elder Law Program
WILLS AND ESTATE ADMINISTRATION SEMINAR EVALUATION.........................................

Calling to Invite Clients to Events and Annual Will Seminar....................................................
Recommend Last Will and Testament for Property, children & grand children      
FAX TRANSMISSION- Thank you for Referral..............................
REFERRAL OUT TO ANOTHER ATTORNEY.........................................
Membership in AARP Legal Services Network may provide new clients
Happy Hour networking party for professionals such as Accountants, CPA’s, Financial Planners plus clients and friends..........................................
Marketing to potential clients via websites Error! Bookmark not defined.
Setting up a Blog on Wills and Probate for free..........................................................................
NJ Probate, Wills & Estate Administration Statutes and information..................................
NJ ELDER LAW..................................................................................................................................
Sympathy Card Instructions............................................................................................................
Gift Certificates for Wills and Power of Attorney Error! Bookmark not defined.

Date:
May 11-14, 2016
https://www.facebook.com/events/1090511467654788/

Help promote sales for recent ABA Book: “Smart Marketing For the Small Firm Lawyer” from the American Bar Association.
    Author:  Kenneth A Vercammen
Sponsor(s):  Solo, Small Firm and General Practice Division
Publisher(s):  ABA Book Publishing 

5.     Are you submitting an action item to be presented to Council?  If so, please describe: no



(Attach additional sheets as needed as well as a copy of your most recent meeting minutes.)