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  • 2014 NUTS Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 7 5:00 PM

    Caricato da

    Kenneth Vercammen, Esq.
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    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 Includes a 260-page book, plus CD with 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. Registration http://www.njicle.com/viewprogram.aspx?catid=2097&progid=9029 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

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    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 Includes a 260-page book, plus CD with 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. Registration http://www.njicle.com/viewprogram.aspx?catid=2097&progid=9029 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

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    2014 NUTS Nuts & Bolts of Elder Law & Estate Administration Seminar Wed, May 7 5:00 PM

    Caricato da

    Kenneth Vercammen, Esq.
    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 Includes a 260-page book, plus CD with 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. Registration http://www.njicle.com/viewprogram.aspx?catid=2097&progid=9029 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

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    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 Brunswi !, NJ 0"90# $n %udes a &'0-(a)e *oo!, (%us C+ wit, sa-(%e .or-s, do u-ents / ,e !%ists0 and dinner 1%der %aw ontinues to o..er t,e %e)a% (ro.ession a *oo-in) o((ortunity .or )rowt,2 3s your urrent %ients ontinue to )row o%der, you need to (osition yourse%. to *e a*%e to o..er t,e- and t,eir .a-i%ies t,e %e)a% ser4i es required *y t,e e%der%y in today5s so iety2 Or, you -ay *e %oo!in) .or %u rati4e areas in w,i , to e6(and your urrent (ra ti e, in %udin) ad-inisterin) t,eir estates2 7,is (ra ti a% (ro)ra- is desi)ned to (ro4ide t,e nuts and *o%ts o. e%der %aw (ra ti e / estate ad-inistration (ra ti e to )enera% (ra titioners and youn) %awyers, as we%% as to -ore e6(erien ed %awyers see!in) to e6(and into t,is .ie%d2 3 ,i),%y aut,oritati4e and e6(erien ed (ane% o. e%der %aw attorneys / estate (%anners wi%% s,are (ro4en te ,niques and e6(erien e it wou%d ta!e you years to )at,er on your own2 8ou5%% a%so )ain insi),t on ,ow 9edera% Medi aid :e.or- wi%% i-(a t your (ra ti e2 14eryt,in) you need to !now a*out e%der %aw / estate ad-inistration in %udin): ; W,y <a4e a Wi%%= - >at,erin) in.or-ation? standard (ro4isions? desi)nation o. .idu iaries? (rote ti4e %auses? sa-(%e .or-s? 1t,i s - w,o is t,e %ient= ; Powers o. 3ttorney - 7y(es o. PO3s? w,at s,ou%d *e in %uded? w,y %ients need t,e-? PO3s and Li4in) Wi%%s? sa-(%e .or-s ; Li4in) 7rusts @:e4o a*%eA$rre4o a*%eB as an 1state P%annin) 7oo% - W,y it s,ou%d *e used? 1t,i s - w,o is t,e %ient=? disad4anta)es? re4o a*%e 4s2 irre4o a*%e? $nsuran e 7rusts? sa-(%e .or-s ; Basi 7a6 Considerations - Joint%y-,e%d (ro(erty? C$ %o4e youD Wi%%? no Wi%% at a%%? insuran e owned *y %ient? un%i-ited -arita% dedu tion? estate (%annin) in t,e testa-entary do u-ent? sa-(%e .or-sA%etters ; 1state 3d-inistration - New Pro*ate Law in New Jersey - Pro*ate (ro ess? duties o. e6e utorA.idu iary? )at,erin) o. assets? ta6 returns? ta6 wai4ers? a ess to (ro(erty? sa-(%e .or-sA ,e !%ists ; Medi aid P%annin) in Li),t o. 9edera% Medi aid :e.or- - Counta*%e assets o. Medi aid a((%i ant? in o-e a(AMedi a% needy standard? %oo!-*a ! (eriod? trans.ers o. (ro(erty? (ersona% residen e? Medi aid estate re o4ery ru%es? (ro*ate? undue in.%uen e? o-(eten yEand -ore S(ea!ers: -F1NN17< 32 G1:C3MM1N, 1SH2 C,air, 3B3 1%der Law Co--ittee Past >P So%o Se tion 3ttorney o. t,e 8ear Past NJSB3 Muni i(a% Court Pra titioner o. t,e 8ear 1dison, NJ -W$LL$3M P2 $S1L1, 1SH2 Past NJ O-*uds-an .or t,e 1%der%y -M3:7$N 32 SP$>N1:, 1SH2 Law O..i e o. Martin 32 S(i)ner, Cran*ury

    -3+3M +IB1CF, 1sq2 J#'0200 >enera% 7uition, redu ed .ee .or NJSB3 1%der / +isa*i%ity Law Se tion and NJSB3 8oun) Lawyers +i4isionK9ree .or Su(erior Court Jud)esL Se-inar MS57"00SN NJSB3 Me-*er Pri e is redu ed O 7o qua%i.y .or t,is redu ed (ri e, you -ust (ro4ide your NJSB3 Me-*erM at t,e ti-e you (%a e your order2 $. you (%a e your order wit,out (ro4idin) your NJSB3 Me-*erM, you wi%% *e ,ar)ed t,e re)u%ar (ri e2 :e)istration ,tt(:AAwww2nPi %e2 o-A4iew(ro)ra-2as(6= atidQ&097/(ro)idQ90&9 More detai%s onta t New Jersey Institute for Continuing Legal Education 7,e non-(ro.it ontinuin) edu ation ser4i e o. The New Jersey State Bar Association Constitution Square, New Brunswi !, New Jersey 0"90#-#5&0 P,one: @7R&B &#N-"500 ; 9a6: @7R&B&N9-0R"R ; Custo-erSer4i eSnPi %e2 oNJ CLE INF !"ATI N# This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 ! hours of total CLE credit "f these# $ % &ualify as hours of credit for ethics'professionalism Presented in oo(eration wit, t,e NJSB3 1%der / +isa*i%ity Law Se tion and NJSB3 8oun) Lawyers +i4ision

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