Nuts & Bolts of Elder Law & Estate Administration Seminar
Wed, May 7 5:00 PM - 9:00 PM New Jersey Law Center One
Constitution Square New Brunswick, NJ 08901
08901 Includes a 260-page book,
plus CD with 500 pages of sample forms, documents & checklists! and dinner
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
Speakers:
-KENNETH A. VERCAMMEN, ESQ.
Chair, ABA Elder Law 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.
$160.00 General Tuition, reduced fee for NJSBA Elder &
Disability Law Section and NJSBA Young Lawyers Division
[Free for Superior
Court Judges] Seminar #S57800S4
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@njicle.com
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
