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
-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
           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
5. Doctor Cert sign POA, will Dr
6 Thank you for Referral
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 

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

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   
40 INTESTACY Article
41 If no Will article
42 Probate Release Refund Bond
43 Lincoln 17- no charge 
44 Guardianship bill
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

Letter of Last Instruction form.doc

RETAINER contested Probate

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