Annual Jersey Shore Happy Hour & Networking Social

July 12, 2019
Professionals, Attorneys, Law Enforcement invited to Happy Hour & Networking Social
Friday July 12, 2019
at Bar Anticipation 
703 16th Ave. Lake Como/ Belmar, NJ 07719
Free !
5:30-7:55PM Hot & Cold Buffet
The reduced price Happy Hour is 6-7PM is $2.00 House Drinks, House Wine Bud/BudLt draft
Co-sponsored by NJ State Bar Association Municipal Court Section & several other organizations
Outdoor & Indoor music, prize giveaways. Bring your friends. Pass this along. Please bring a canned food donation for a community food bank, continuing to provide food and help to individuals in need.
Email Ken Vercammen's Law Office so we can put your name on the VIP list for wristbands. VercammenLaw@Njlaws.com
If your professional group, non-profit or organization wishes to co-sponsor the networking happy hour, please contact
KENNETH VERCAMMEN, Esq.
2053 Woodbridge Ave. Edison, NJ 08817
732-572-0500 VercammenLaw@Njlaws.com
Bar Anticipation is 5 blocks from the Belmar Train Station and 8 blocks from the Ocean boardwalk
https://www.facebook.com/events/221303922089336/

July 12 2019 Happy Hour Co-Sponsors as of 5/7/19
NJ State Bar Association Municipal Court Section
Young Lawyers Division YLD
Business Law Section
Casino Law Section
Construction Law Section
Criminal Law Section
Dispute Resolution Section
Elder and Disability Law Section
Immigration Law Section
Insurance Law Section
Labor and Employment Law Section
Local Government Law Section
Minorities in the Profession Section MIPS
Taxation Law Section
Health Law Section
Real Property, Trust and Estate Law Section
Cannabis Law Committee
Consumer Protection Law Special Committee
Lawyers in Transition Committee
Government, Public Sector and Public Interest Special Committee
Renewable Energy, Cleantech and Climate Change Special Committee
Special Civil Part Special Committee
School Law Committee
Somerset County Bar
Camden County Bar Association
Hispanic Bar Association
New Jersey Defense Association
Paralegal Association of NJ
NJ Business & Industry Association NJBIA
Monmouth Regional Chamber of Commerce
Lakewood Chamber of Commerce
Retired Police & Fire Middlesex-Monmouth Local 9
Financial Planning Association of New Jersey
Edison Elks BPOE #2487 charity dept
Barter Depot
Central Jersey Morning Mastermind Networking Group

Nuts and Bolts of Elder and Estate Administration

Nuts and Bolts of Elder and Estate Administration (2019) Book

 Attorneys and professionals involved in Estate Planning

May 7, 2019 NJ Law Center  5:00 PM- 9:00 PM 

    Includes a 240 + page book, with sample forms, documents & checklists! and light dinner

  Authors

-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 book 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.

          

May 7, 2019

Sale: $42.00 USD

http://tcms.njsba.com/personifyebusiness/public_web_prod/TOCS/s0159.18toc.pdf

Table of Contents
Page
Articles, Forms, Checklists
Kenneth A. Vercammen, Esq. 1
New Client/Schedule Appointment 1 Confidential Will Questionnaire 3 Will Bill 8 Will Draft 9 Doctor Certification of Patient Capacity to Sign Legal Documents 11 Thank You for Referral 12 Power of Attorney Draft Letter 13 Will Execution Checklist 15 Will Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 17 Referral Out to Another Attorney 19 Letter Re: No Representation 20 Letter Re: Recommending Will to Client 21 Post Will Letter 23 Client Questionnaire/End of Case 25 Letter Re: Power of Attorney Taking Effect 27 Letter Re: Release and Refunding Bonds from Each Beneficiary 29 Will/Estate Bill 30 Revocation of Durable Power of Attorney 31 “Wills and Estate Planning: Save Money and Provide for Your
Loved Ones” 33 “Federal HIPAA Law Now Recommends New Power of Attorney –
Special Report” 37 “Living Wills” 41 “Gay Lesbians Partners - Problems if No Estate Planning” 49 “How to Prepare Letters of Instruction to Family, Employees, and
Executor Regarding Funeral Arrangements, Business Transfer and
Post-Death Procedures” 51 “Removing an Executor from an Estate” 55 “Estate Planning for Alzheimer Patients & Guardianship of Disabled
Adults” 61 “Answers to Questions About Probate and Administration of an
Estate” 65 “Ten Estate Planning Ideas for Divorced or Separated Persons” 73 “Executor of a Will – Duties and Responsibilities – Special Report” 75 “Prenuptial Agreements to Protect Your Assets in Case of Divorce
or Death” 81 “Undue Influence to Void a Will or Power of Attorney” 87 Attorney-Client Confidential Relationship 95 Agreement to Provide Legal Services – Probate 97 Letter Re: Recommendations to Executor 101 “Trust vs. Wills” 105 Caveat to Will 109 Agreement to Provide Legal Services – Probate 111 Letter Re: No Charge for Advice 115
Guardianship Bill 117 Will Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 121 Letter Re: Confidentiality of Files 123 Letter Acknowledging Receipt of Documents 125 Central Jersey Elder Law Website/Articles 127 “Dying Without a Will” 133 Elective Share of Spouse 141 Joint Bank Accounts Upon Death 149 What is a Probate Release & Refunding Bond? 163 Call Notes of ABA Aging and Law Networking Call 167 ABA Estate Planning, Probate & Trust Committee
Spring 2014 Report 171 Winter 2014 Report 175 Fall 2013 Report 179
ABA Solo, Small Firm and General Practice Division Council
Agenda Report Form – Summer Annual 2013 183
“Ethics Committee Opinion 692 Clarified on Retaining Client Files” 187 Authorization for Release of Financial Records and Information 189
Index to Vercammen downloadable materials
ABA Wills and Probate Book Kenneth Vercammen, Esq.
Elder and Probate Forms Additional Forms
Will Forms
Articles
Form Letters
Financing Nursing Home Care in New Jersey PowerPoint Presentation
William P. Isele, Esq.
Nuts & Bolts of Elder Law and Estate Administration Martin A. Spigner, Esq.
Why Do Estate Tax Planning?
The Survivor’s Choice (Disclaimer) Trust or the Unified Credit
Trust or No Trust; Are They Still Needed? 207 Irrevocable Life Insurance Trust 212 Gift-Giving 212 Intentionally Defective Grantor Trust (“IDGT”) 213
How the IDGT Works 213 Rev. Rul. 2004-64 215 IDGTs vs. GRATs 215
The Executor Basis Reporting Rules – Form 8971 216
Transferring Assets or Step-Up in Basis 217 -------- -
For additional supplemental material and a complimentary copy of the PDF E-Book version of this reference manual, please visit NICLE.com and click on "Your Portfolio."
[see downloadable material]
[see downloadable material]
[see downloadable material] [see downloadable material] [see downloadable material] [see downloadable material] [see downloadable material]
191
207
207
Irrevocable Life Insurance Trusts
Martin A. Spigner, Esq. 219
Introduction 219 Irrevocability 219 Payments of Premium; Crummy Powers 220 Limiting Right of Withdrawal 220 Trustees 221 Administration of the Trust; Taxes; Fees 221 Spendthrift Provisions 222 Execution of Trust 222 Post-Execution 222 Attachments
Sample Living Will With POA for Health Care 225 Sample Durable General Power of Attorney 233 Sample Irrevocable Trust 239 Sample Revocable Living Trust 255 Sample Client Supplemental Needs Trust 279 Sample Survivorship Life Insurance Irrevocable Trust 291 Sample Affidavit of Trustee Appointment 300 Sample Client Memo (Executor) 301 Summary: Tax Cuts and Jobs Act of 2017 309 New 2019 Federal Estate and Gift Tax Rules 313
About the Panelists... 315

      $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

https://tcms.njsba.com/PersonifyEbusiness/Default.aspx?TabID=1699&productId=13775317

https://www.facebook.com/events/133951353975842/

       

            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