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Follow on Google News | Nuts & Bolts of Elder Law & Estate Administration Seminar 2015 April 20 5:00- 9:00 PM NJ Law CeNuts & Bolts of Elder Law & Estate Administration Seminar 2015 April 20 5:00 PM- 9:00 PM NJ Law Center Speakers: -KENNETH A. VERCAMMEN, ESQ. Co-Chair, ABA Estate Planning & Probate Committee, Past GP Solo Section Attorney of the Year
By: Kenneth Vercammen April 20 5:00 PM- 9:00 PM NJ Law Center Includes a 240 + page book, plus CD with sample forms, documents & checklists! and dinner Speakers: -KENNETH A. VERCAMMEN, ESQ. Co-Chair, ABA Estate Planning & Probate Committee, Past GP Solo Section Attorney of the Year Past NJSBA Municipal Court Practitioner of the Year Edison, NJ -WILLIAM P. ISELE, ESQ. Past NJ Ombudsman for the Elderly -MARTIN A. SPIGNER, ESQ. Law Office of Martin A. Spigner, Cranbury -ADAM DUBECK, Esq. $170.00 General Tuition, reduced fee for NJSBA Elder & Disability Law Section and NJSBA Young Lawyers Division [Free for Superior Court Judges] Seminar # S159-00S5 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 • Fax: (732)249-0383 • CustomerService@ 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; • Powers of Attorney - Types of POAs; what should be included; why clients need them; POAs and Living Wills; sample forms • Living Trusts (Revocable/Irrevocable) • 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; • 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 NJ CLE INFORMATION: Presented in cooperation with the NJSBA Elder & Disability Law Section and NJSBA Young Lawyers Division http://www.njicle.com/ 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 ADDED FOR 2015 Letter of Last Instruction form.doc RETAINER contested Probate Additional documents for CD beni w release & refunding copy.doc Cl w release refund bond copy.doc Cm Probate_Disc_ CM to switch replace Executor copy.doc Comp- Remove Exec, account Complaint Guardianship Condolences, sympathy new Will Estate Planning Ques Guardianship Cert of Legal Fees Guardianship Judgment Guardianship Questionnaire Inherit w L-9 L9 Inherit. Tax Bureau Filing Lt Med Auth HIPAA no name Mid Clerk w Deed Mid Clerk w waiver Probate Q-Inherit Quest Probate RETAINER ESTATE copy.doc Probate_cm-OR caveat admit Will Release and Refunding Bond Renunciation Administrat RENUNCIATION by Beni for Executor RENUNCIATION by Executor RETAINER contested Probate 01A Client w_Retainer notPI Will not signed Will- Estate Planning- consult bill Revocation of Previous Wills and Powers of Attorney Resume Ken Vercammen Will forms 1 H US-W & TR Will.doc 1 Wife-w_TR Will.doc 2 dad- Will.doc 2 mom-C Will.doc 3 Man-Misc Will.doc 3 Woman -Misc Will.doc 4 HUSBAND-NO TR.doc 4 WIFE-NO TR .doc 5 Codicil 5 HUS-Uni. Credit Trust Will.doc 5 WIFE-Uni Credit Trust W.doc 6 Power of Attorney.doc 7 LIVING WILL LW .doc 8 Child power of attorney.doc 99 If no children and no beni.doc End
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