Friday, April 27, 2018

Are you searching for an estate-planning attorney in New Jersey that is part of the ARAG Legal plan?

 Are you searching for an estate-planning attorney in New Jersey that is part of the ARAG Legal plan? Look no further than Kenneth Vercammen & Associates. Are you searching for an estate planning attorney in New Jersey is a great benefit offered to employees by their employer. 
Normally, with ARAG Legal Plan we can prepare a Last Will and Testament, Health Care and Durable Powers of Attorney with no additional fees. We promise to check your coverage prior to your estate planning appointment so that you will know upfront what is covered under your plan. 

     Under the ARAG Legal Plan the estate planning portion is covered. If you live in Are you searching for an estate-planning attorney in New Jersey and need an estate-planning attorney and have ARAG Legal Services, call our office today. 
 Every adult should have some sort of Estate Plan in place. Whether it be a Last Will and Testament or other document, you need to have something. If you have ARAG Legal Plan and would like to meet with one of our qualified estate planning attorneys, call us at 732-572-0500

     We continue to handle the following New Jersey matters for ARAG Legal Plan members in the following counties:
1. Wills, Probate and Estate Administration in Middlesex County, New Jersey
2.  Criminal Law in Middlesex County  [minimum fee negotiated plea $1,000]
3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North  Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200
4. Power of Attorney and Living Wills
5. Contested Probate in Middlesex, Monmouth Counties
      We do not handle civil, matrimonial, real estate, small claims or consumer matters.
         We also provide New Jersey legal information on our website www.njlaws.com.   Please consider our office if you need to refer a case in Middlesex County, New Jersey. Due to the complicity of criminal and traffic trials, we do not handle private citizen trials.   

Thursday, April 26, 2018

What is an Executor of a Probate Estate?

  What is an Executor of a Probate Estate?
Executor:The person named in a Will to carry out the wishes and intentions of the will, also known as a personal representative. 
Administrator:A person appointed by the courts to take charge 
of the estate of a decedent who dies without a will. 

Executor Duty and Responsibilities
At some point in time, you may be asked to serve as the executor of the estate of a relative or friend, or you may ask someone to serve as your executor. An executor’s job comes with many legal obligations. Under certain circumstances, an executor can even be held personally liable for unpaid estate taxes. Lets review the major duties involved, which we’ve set out below.

In General, the executor’s job is to
1. Administer the estate--i.e., collect and manage assets, file tax returns and pay taxes and debts--and 2. Distribute any assets or make any distributions of bequests, whether personal or charitable in nature, as the deceased directed (under the provisions of the will).
Lets take a look at some of the specific steps involved and what these responsibilities can mean. Chronological order of the various duties may vary.
              Step 1: Probate. The executor must "probate" the will. Probate is a process by which a will is admitted. This means that the will is given legal effect by the court. The courts decision that the will was validly executed under state law gives the executor the power to perform his or her duties under the provisions of the will.
              Step 2: Manage the Estate. The executor takes legal title to the assets in the probate estate. The probate court will sometimes require a public accounting of the estate assets. The assets of the estate must be found and may have to be collected. As part of the asset management function, the executor may have to liquidate or run a business or manage a securities portfolio. To sell marketable securities or real estate, the executor will have to obtain stock power, tax waivers, file affidavits, and so on.
              Step 3: Take Care of Tax Matters. The executor is legally responsible for filing necessary income and estate-tax returns (federal and state) and for paying all death taxes (i.e., estate and inheritance). The executor can, in some cases be held personally liable for unpaid taxes of the estate. Tax returns that will need to be filed can include the estates income tax return (both federal and state), the federal estate-tax return, the state death tax return (estate and/or inheritance), and the deceased’s final income tax return (federal and state). Taxes usually must be paid before other debts. In many instances, federal estate-tax returns are not needed as the size of the estate will be under the amount for which a federal estate-tax return is required.
              An employer identification number ("EIN") should be obtained for the estate; this number must be included on all returns and other tax documents having to do with the estate. The executor should also file a written notice with the IRS that he/she is serving as the fiduciary of the estate. This gives the executor the authority to deal with the IRS on the estates behalf.
              Often it is necessary to hire an appraiser to value certain assets of the estate, such as a business, pension, or real estate, since estate taxes are based on the "fair market" value of the assets. After the filing of the returns and payment of taxes, the Internal Revenue Service will generally send some type of estate closing letter accepting the return. Occasionally, the return will be audited.
              Step 4: Pay the Debts. The claims of the estates creditors must be paid. Sometimes a claim must be litigated to determine if it is valid. Any estate administration expenses, such as attorneys, accountants and appraisers fees, must also be paid.
Step 5: Distribute the Assets. After all debts and expenses have been paid, the distribute the assets with extra attention and meticulous bookkeeping by the executor. Frequently, beneficiaries can receive partial distributions of their inheritance without having to wait for the closing of the estate.
              WHO SHOULD SERVE AS EXECUTOR? The executors legally imposed fiduciary duty is to act in all ways in the best interests of the estate and its beneficiaries. The duties of an executor can be difficult and challenging and should not be taken lightly.
We believe an executor needs not only the skills, training, and experience necessary to do the project--casual or part-time attention is not likely to achieve success.
              Under increasingly complex laws and rulings, particularly with respect to taxes, an executor can be in charge for two or three years before the estate administration is completed. If the job is to be done without unnecessary cost and without causing undue hardship and delay for the beneficiaries of the estate, the executor should have an understanding of the many problems involved and an organization created for settling estates. In short, an executor should have experience.
              Duty of Executor in Probate & Estate Administration
1. Conduct a thorough search of the decedents personal papers and effects for any evidence which might point you in the direction of a potential creditor;
2. Carefully examine the decedents checkbook and check register for recurring payments, as these may indicate an existing debt;
3. Contact the issuer of each credit card that the decedent had in his/her possession at the time of his/ her death;
4. Contact all parties who provided medical care, treatment, or assistance to the decedent prior to his/her death;
Your attorney will not be able to file the NJ inheritance tax return until it is clear as to the amounts of the medical bills and other expenses. Medical expenses can be deducted in the inheritance tax.

              Under United States Supreme Court Case, Tulsa Professional Collection Services, Inc., v. Joanne Pope, Executrix of the Estate of H. Everett Pope, Jr., Deceased, the Personal Representative in every estate is personally responsible to provide actual notice to all known or "readily ascertainable" creditors of the decedent. This means that is your responsibility to diligently search for any "readily ascertainable" creditors.
              Other duties/ Executor to Do
Bring Will to Surrogate
Apply to Federal Tax ID #
Set up Estate Account at bank (pay all bills from estate account)
Pay Bills
Notice of Probate to Beneficiaries (Attorney can handle)
If charity, notice to Atty General (Attorney can handle)
File notice of Probate with Surrogate (Attorney can handle)
File first Federal and State Income Tax Return [CPA- ex Marc Kane]
Prepare Inheritance Tax Return and obtain Tax Waivers (Attorney can handle)
File waivers within 8 months upon receipt (Attorney can handle)
Prepare Informal Accounting
Prepare Release and Refunding Bond (Attorney can handle)


              Obtain Child Support Judgment clearance (Attorney will handle)
Lets review the major duties involved-
              In General. The executors job is to (1) administer the estate--i.e., collect and manage assets, file tax returns and pay taxes and debts--and (2) distribute any assets or make any distributions of bequests, whether personal or charitable in nature, as the deceased directed (under the provisions of the Will). Lets take a look at some of the specific steps involved and what these responsibilities can mean. 

              

We continue to handle the following New Jersey matters for Union Plus Union Privilege UPLS Legal plan members in the following counties: 1. Wills, Probate and Estate Administration in Middlesex County, New Jersey 2. Criminal Law in Middlesex County [minimum fee negotiated plea $1,000] 3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200 4. Power of Attorney and Living Wills 5. Contested Probate in Middlesex, Monmouth Counties

We  continue to handle the following New Jersey matters for Union Plus Union Privilege UPLS Legal plan members in the following counties:
1. Wills, Probate and Estate Administration in Middlesex County, New Jersey
2.  Criminal Law in Middlesex County [minimum fee negotiated plea $1,000]
3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North  Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200
4. Power of Attorney and Living Wills
5. Contested Probate in Middlesex, Monmouth Counties
            We do not handle civil, matrimonial, real estate, small claims or consumer matters.
         We also provide New Jersey legal information on our website www.njlaws.com.   Please consider our office if you need to refer a case in Middlesex County, New Jersey. Due to the complicity of criminal and traffic trials, we do not handle private citizen trials.   

We continue to handle the following New Jersey matters for Legal Club Of America Legal plan members in the following counties: 1. Wills, Probate and Estate Administration in Middlesex County, New Jersey 2. Criminal Law in Middlesex County [minimum fee negotiated plea $1,000] 3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200 4. Power of Attorney and Living Wills 5. Contested Probate in Middlesex, Monmouth Counties

We  continue to handle the following New Jersey matters for Legal Club Of America  Legal plan members in the following counties:
1. Wills, Probate and Estate Administration in Middlesex County, New Jersey
2.  Criminal Law in Middlesex County [minimum fee negotiated plea $1,000]
3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North  Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200
4. Power of Attorney and Living Wills
5. Contested Probate in Middlesex, Monmouth Counties
            We do not handle civil, matrimonial, real estate, small claims or consumer matters. 
         We also provide New Jersey legal information on our website www.njlaws.com.   Please consider our office if you need to refer a case in Middlesex County, New Jersey. Due to the complicity of criminal and traffic trials, we do not handle private citizen trials.   

We continue to handle the following New Jersey matters for APWU Legal Services Plan members in the following counties: 1. Wills, Probate and Estate Administration in Middlesex County, New Jersey 2. Criminal Law in Middlesex County [minimum fee negotiated plea $1,000] 3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200 4. Power of Attorney and Living Wills 5. Contested Probate in Middlesex, Monmouth Counties

We  continue to handle the following New Jersey matters for APWU Legal Services Plan members in the following counties:
1. Wills, Probate and Estate Administration in Middlesex County, New Jersey
2.  Criminal Law in Middlesex County [minimum fee negotiated plea $1,000]
3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North  Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200
4. Power of Attorney and Living Wills
5. Contested Probate in Middlesex, Monmouth Counties
            We do not handle civil, matrimonial, real estate, small claims or consumer matters. 
         We also provide New Jersey legal information on our website www.njlaws.com.   Please consider our office if you need to refer a case in Middlesex County, New Jersey. Due to the complicity of criminal and traffic trials, we do not handle private citizen trials.   

Wills and Estate Planning in NJ for Hyatt Legal members

Wills and Estate Planning in NJ for Hyatt Legal members
    Are you searching for an estate planning attorney in New Jersey that is part of the Hyatt Legal plan? Look no further than Kenneth Vercammen & Associates . Hyatt Legal Plan in Are you searching for an estate planning attorney in New Jersey is a great benefit offered to employees by their employer. 
Normally, with Hyatt Legal Plan we can prepare a Last Will and Testament, Health Care and Durable Powers of Attorney with no additional fees. We promise to check your coverage prior to your estate planning appointment so that you will know upfront what is covered under your plan. 


     Under the Hyatt Legal Plan the estate planning portion is covered. If you live in Are you searching for an estate planning attorney in New Jersey and need an estate planning attorney and have Hyatt Legal Services, call our office today. 
. Every adult should have some sort of Estate Plan in place. Whether it be a Last Will and Testament or other document, you need to have something. If you have Hyatt Legal Plan and would like to meet with one of our qualified estate planning attorneys, call us at 732-572-0500
      We  continue to handle the following New Jersey matters for Hyatt Legal Plan members  in the following counties:
1. Wills, Probate and Estate Administration in Middlesex County, New Jersey
2.  Criminal Law in Middlesex County [minimum fee negotiated plea $1,000]
3. Traffic tickets in the towns of Edison, Woodbridge, Metuchen, Highland Park, North  Brunswick [total population of these town over 300,000] minimum fee negotiated plea $200
4. Power of Attorney and Living Wills
5. Contested Probate in Middlesex, Monmouth Counties
      We do not handle civil, matrimonial, real estate, small claims or consumer matters.
         We also provide New Jersey legal information on our website www.njlaws.com.   Please consider our office if you need to refer a case in Middlesex County, New Jersey. Due to the complicity of criminal and traffic trials, we do not handle private citizen trials.   

NJ Tax Guide A Guide to Being an Executor

NJ Tax Guide A Guide to Being an Executor 
What if you are an Executor or Administrator of an estate? 
You are most likely looking to obtain waivers to release the decedent’s assets, such as NJ bank accounts, NJ stock, and NJ real estate. There are several steps to follow, and a few things you need to know before this can happen. 
What are the different types of waivers?
A self-executing waiver (do-it-yourself) and the 0-1 waiver (issued by the Division of Taxation) are the different types of waivers. New Jersey banks are prohibited from closing a decedent’s bank accounts without one of these forms: 
·Form L-8 Self-Executing Waiver Affidavit can only be used when there is no Inheritance or Estate Taxes due (see below). 
L-8s are to be filled out by you, as the estate representative. Then they can be sent or brought directly to the bank, transfer agent, or other financial institutions holding the funds. 
Many banks have these forms on hand, but they can also be obtained on our website.You do not file anything with the Inheritance and Estate Tax Branch if you qualify to use this 
form. 
·Form 0-1 is a “waiver” that can only be issued by the Division of Taxation.To get this form, you must file a return with the Division.Real Estate transfers always require Form 0-1.Note: 0-1 is not a form that you will be able to find on our website. This form can only be issued by the Division of Taxation. 
Are there any Inheritance or Estate Taxes Due? 
Your next job as Executor/Administrator is to figure out if any Inheritance or Estate taxes will be due. This will determine what forms or returns you will need to file. 
Besides the Federal estate tax, there are two separate State taxes related to a person’s death: the Inheritance Tax and the Estate Tax. You may owe one, but not the other. You will never pay more than the higher of the two taxes: 
·Inheritance Tax mainly depends on the relationship between the deceased person and the beneficiary. Estate proceeds payable to: 
Surviving spouses, parents, children, grandchildren, etc. are exempt from Inheritance Tax. These are Class A beneficiaries. 
Brothers and sisters and children-in-law are subject to tax after built-in exemptions. These are Class C beneficiaries. 
Nieces, nephews, aunts, uncles, friends, and non-relatives are subject to Inheritance Tax. These are Class D beneficiaries. 
Charitable institutions are exempt from Inheritance Tax. These are Class E beneficiaries. 
If it turns out that Inheritance Tax may be due, the Inheritance Tax Resident Return (Form IT-R) needs to be filed. Any tax must be paid within eight months after the date of death or you will incur a 10% annual interest charge on unpaid tax. 
Sometimes, a return needs to be filed even if there might not be any tax due. If there are any Class C, D, or E beneficiaries, you will need to file a full return. . 
  • · Estate Tax depends on the size of the decedent’s gross estate and the decedent’s date of death. You will have to file an Estate Tax return if the estate value is higher than the exemption level for that year: 
If you determine that all of the beneficiaries and the estate are exempt from tax, you may use the following form to obtain a real estate waiver: 
  • · Form L-9: Resident Decedent Affidavit Requesting Real Property Tax Waiver. This Form needs to be filed with the Inheritance & Estate Tax Branch to receive a Form 0-1 Waiver for real estate. 
Non-Resident Decedents (someone who died as a legal resident of another state or a foreign
country): People who did not live in New Jersey, but owned certain types of property in New Jersey (usually real estate) may need to pay NJ Non-Resident Inheritance Tax. See New Jersey Non-Resident Inheritance Tax Frequently Asked Questions for more information. There is no Estate Tax on non-resident decedents. 
Other Important information for executors/administrators to know: 
  • · Banks and financial institutions may release up to 50% of the entire amount of funds on hand before a waiver is received. These funds may only go to the executor or administrator or joint owner of the account(s). 
  • · Banks also must pay (without a waiver) any checks for Inheritance/Estate Taxes written to New Jersey Inheritance and Estate Tax from a decedent’s account (if there are sufficient funds in the account, of course.) 
  • · When filing any return for Inheritance Tax, the fair market value of decedent’s assets should be reported as of the date of death, not as of the filing date. 
How long does processing take? 
Once you have filed a return with the Division, please plan for processing to take at least several months. If a return must be audited, it may take several months longer. About 40 to 50% of returns require additional attention in the form of an audit. Returns are processed and audited in the order they are received. 
Inheritance and Estate Tax payments are usually posted within two weeks from the time they are received, but the processing of a return and issuing of waivers will take longer. 
Full details regarding the above information are available on our website or by calling the Inheritance and Estate Tax Hotline at 609-292-5033 M-F 8:30 a.m.- 4:30 p.m. EST. __________________________________________________________________________________
As executor, you may be required to file income tax returns on behalf of the decedent. For more information on New Jersey Gross Income Tax, please call 609-292-6400, or visit the Division’s website.
YEAR OF DEATH 
EXEMPTION LEVEL 
RETURN REQUIRED 
2016 or earlier 
$675,000 including adjusted taxable gifts 
IT-Estate 
2017 
$2 million 
IT-Estate 2017 
2018 or after 
All exempt 
No Estate Tax return 

Source: http://www.state.nj.us/treasury/taxation/documents/pdf/guides/General-%20Guide-to-Being-an-Executor.pdf

Monday, April 23, 2018

UAW-FCA-Ford-General Motors Legal Services Plan covering Wills in NJ

UAW-FCA-Ford-General Motors Legal Services Plan
         Kenneth Vercammen in Edison, NJ provides Wills and Estate Planning documents to eligible UAW members, including most retired members of Local 595 - [GM Linden closed]
Local 980 - [Ford Edison closed] 
       A new Legal Services Plan opened on January 25, 2017 for eligible FCA, Ford, and General Motors members. It is called UAW-FCA-Ford-General Motors Legal Services Plan. An eligible member can open a new case by calling 1-800-482-7700. 
           Under this new Plan, an eligible UAW member can receive "office work" legal services for a variety of legal matters including Wills, Powers of Attorney, Living Wills
       In addition low cost referrals will be provided on some other types of cases such as   probate, guardianship and litigation matters.  
       Kenneth Vercammen's Law Office in Edison, NJ is one of the attorneys that prepare Wills, Powers of Attorney, Living Wills. The law office also provides assistance with Probate & Estate Administration.


     Here are some matters that may be covered by your new legal services plan:
  1. Will and Estates. Everyone needs to plan their estate. That means a will, which directs how assets will be distributed after death. Some people can also benefit from a living trust, though there is work involved in using it correctly. And most people are better off giving instructions on how they want to be taken care of if incapacitated, and at the end of life, through a living will or power of attorney. 
  2. Power of Attorneys and Deeds. An attorney can review your current documents, discuss if new ones are needed and prepare new ones if necessary. 

Statement from the Director
  “Wealthy people have lawyers. Government funds help poor people to get legal assistance. Working families have often been unable to afford assistance with everyday legal issues and problems. 
  “For 32 years, UAW Legal Services Plan has pioneered one answer to providing legal help to working families. Through its offices and its panels of private attorneys, the Legal Services Plan has provided legal assistance and representation for a variety of basic legal problems, from buying a home to drafting a will to probating the estate of a parent to addressing debt and foreclosure. With efficient practices, the Plan kept costs down, generally costing approximately $6 per month for each member – much less than the cost of just about any other type of benefit. 
  “Although the Plan did not and cannot possibly cover all types of legal problems, (Court representation for divorces, for example, has never been covered by UAW Legal Services Plan) it did cover many of the types of matters that concerned working people – providing members with access to the legal justice system and legal help which they would not otherwise have had.
  “The Plan is proud of our record of providing high-quality legal services to UAW workers at a low cost. We served Union members and their families on almost 5 million matters through the years. We saved countless homes and helped members with other types of personal matters. We hope that our model will inspire future efforts to bring affordable legal services, and therefore real access to justice, to working families.”
  Dolores M. Galea Director
Why a Legal Services Plan
   The purpose of a prepaid legal services plan is to give working and middle income people access to the legal justice system. Wealthy people and corporations can afford legal advice and representation. Many poor people can find legal help at a legal aid office. Working and middle income Americans have the greatest trouble affording and even locating help for their everyday legal needs. The UAW Legal Services Plan and other prepaid legal services (there are hundreds throughout the country) are based on one idea – a well-run legal services plan can provide basic legal assistance, that would otherwise be unaffordable, in a very cost-effective manner.



The new Legal Services Plan, UAW-FCA-Ford-General Motors Legal Services Plan, is a Taft Hartley Plan created for the purpose of providing office legal work and referral services to certain UAW members. It opened on January 25, 2017.
Source: http://www.uawlsp.com/theplan.asp

What If You Don’t Live Or Work Near A Plan Staff Office?

If you do not live or work near a Detroit Plan staff office, you may call the National office on a toll free number. If your legal matter involves a question that may be resolved by a Plan staff office, they may refer you to a Plan staff office in your state. Otherwise, they will refer you to a cooperating attorney (a private attorney who has signed a contract with the Plan agreeing to represent Plan participants for certain fees). The Plan will pay the cooperating attorney for all services that would have been fully covered or covered for the office work benefit in a Plan staff office. 



The phone numbers are:
In Michigan:
1 800 572-1383


Outside Michigan:
1 800 521-7940

1 800 521-2979

Source http://www.uawlsp.com/locations.asp


Who is eligible for Plan benefits?
Eligible participants include: Retirees: Individuals who were hourly workers represented by the Union and who worked for one of the listed companies and retired with a UAW-Company Pension plan. Persons receiving deferred pension plans are not eligible.   Surviving spouses: Spouses receiving surviving spouse benefits under the Pension of Insurance Plans. 

What benefits are offered to Plan Participants?
The benefits are different under the old and new Plans.   Under the new Plan, "office work" legal services are provided for a variety of legal matters such as Wills, Powers of Attorneys, Name changes, Real estate purchases or sales for residential real estate matters, uncontested family matters, credit reporting and questions regarding consumer contacts.   If a matter is not excluded and if it is not entitled to an Office Work benefit, then usually a low cost referral to a private attorney can be provided to the eligible member.

UAW-FCA-FORD-GENERAL MOTORS 
LEGAL SERVICES PLAN BENEFITS 
Who - available to eligible FCA, Ford and General Motors workers and retirees, who are or were represented by the UAW; and some surviving spouses. 
What - legal services including advice, document preparation and contact with other parties (but not litigation) for wills, powers of attorney and certain other matters.
And - low cost referrals to private attorneys for other types of non-business related legal matters such as litigation matters, bankruptcies, probate, guardianship, contested family matters and more. 
HOW? Contact the Legal Services Plan 1-800-482-7700 
Eligibility will be verified Coverage will be explained The Plan emphasizes communication by phone and email 
This benefit was negotiated for eligible UAW members in the 2015 UAW- FCA, UAW-Ford, and UAW-GM contracts 


Sunday, April 22, 2018

Nuts & Bolts of Elder Law & Estate Administration Annual Seminar for Attorneys and professionals involved in Estate Planning May 7, 2018

May 7, 2018  5:00 PM- 9:00 PM  NJ Law Center 
   Includes a 240 + page book, plus sample forms, documents & checklists! and light dinner
  Speakers: 
-WILLIAM P. ISELE, ESQ. Past NJ Ombudsman for the Elderly
-MARTIN A. SPIGNER, ESQ. Law Office of Martin A. Spigner, Cranbury
-KENNETH A. VERCAMMEN, ESQ. Co-Chair, ABA Estate Planning & Probate Committee, Past GP Solo Section Attorney of the Year 
Past NJSBA GP Solo of the Year  Edison, NJ

           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

   $137-$180.00   Superior Court Judges can attend for free
General   Tuition, reduced fee for NJSBA Elder & Disability Law Section and NJSBA Young Lawyers Division
 [Free for Superior Court Judges and Law students] 
Seminar #  ICELD015918

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   CustomerService@njicle.com
           Law students can attend for free,  without materials
NJ Law Center
One Constitution Square
New Brunswick, NJ 08901

           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

Plus
Letter of Last Instruction form.doc

RETAINER contested Probate