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Follow on Google News | Nuts and Bolts of Elder Law and Estate Administration (2015) BookNuts and Bolts of Elder Law and Estate Administration (2015) Book $44 NJ Bar member $55 Non-Member Primary Author Kenneth A. Vercammen, Esq.- Kenneth Vercammen & Associates, P.C. (Edison) Speakers Adam P. Dubeck, Esq. Dubeck Law Firm, LLC
By: Kenneth Vercammen $44 NJ Bar member $55 Non-Member Primary Author Kenneth A. Vercammen, Esq.- Kenneth Vercammen & Associates, P.C. (Edison) Speakers Adam P. Dubeck, Esq. Dubeck Law Firm, LLC (Morristown) William P. Isele, Esq. Archer & Greiner, P.C. (Princeton) Martin A. Spigner, Esq. Law Offices of Martin A. Spigner (Cranbury) NJICLE In cooperation with the New Jersey State Bar Association Elder & Disability Law Section and Young Lawyers Division Book #M15915 http://www.njicle.com/ Contact ICLE customerservice@ Table of Contents 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/ 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 Index to Vercammen materials on CD ABA Wills and Probate Book Kenneth Vercammen, Esq. Elder and Probate Forms Additional Forms Will Forms Financing Nursing Home Care in New Jersey PowerPoint Presentation William P. Isele, Esq. NJ Estate Administration Basics PowerPoint Presentation Adam P. Dubeck, Esq. Attachment New Jersey Estate Administration Forms Nuts & Bolts of Elder Law and Estate Administration Martin A. Spigner, Esq. Why Do Estate Tax Planning? The Survivor’s Choice (Disclaimer) Trust 219 Irrevocable Life Insurance Trust 222 Gift-Giving 222 Intentionally Defective Grantor Trust (“IDGT”) 223 How the IDGT Works 223 189 199 Rev. Rul. 2004-64 IDGTs vs. GRATs Irrevocable Life Insurance Trusts Martin A. Spigner, Esq. Introduction Irrevocability Payments of Premium; Crummy Powers Limiting Right of Withdrawal Trustees Administration of the Trust; Taxes; Fees Spendthrift Provisions Execution of Trust Post-Execution Attachments Sample Client Memo Sample Last-to-Die Trust Sample Living Will With POA for Health Care Sample Irrevocable Trust Sample Revocable Living Trust Sample Supplemental Needs Trust Sample Affidavit of Trustee Appointment About the Panelists... Kenneth A. Vercammen is a trial attorney in Edison, NJ. He is co-chair of the ABA Probate & Estate Planning Law Committee of the American Bar Association Solo Small Firm Division. He is a speaker for the NJ State Bar Association at the annual Nuts & Bolts of Elder Law & Estate Administration program. He is writing a book for the ABA on Wills and Estates. He was Editor of the ABA Estate Planning Probate Committee Newsletter. Mr. Vercammen has published over 150 legal articles in national and New Jersey publications on litigation, elder law, probate and trial topics. He is a highly regarded lecturer on litigation and probate law for the American Bar Association, NJ ICLE, New Jersey State Bar Association and Middlesex County Bar Association. His articles have been published in noted publications included New Jersey Law Journal, ABA Law Practice Management Magazine, and New Jersey Lawyer. He established the NJlaws website www.njlaws.com which includes many articles on Estate Planning, Probate and Wills. KENNETH VERCAMMEN & ASSOCIATES, PC ATTORNEY AT LAW 2053 Woodbridge Ave. Edison, NJ 08817 (Phone) 732-572-0500 (Fax) 732-572- www.njlaws.com www.CentralJerseyElderLaw.com End
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