NUTS & BOLTS OF ELDER LAW 2003
Speakers and Authors: Martin A. Spigner, Esq. Kenneth A. Vercammen, Esq.: Thomas Begley, Jr. Kathleen Browning, Esq. John Jorgensen, Esq.
Program recording date: Thursday, April 9, 2003
Recommended for Attorneys, Accountants, Life Insurance Agents, Financial Planners and Elder Law Professionals
For audiotape and book cost, Call ICLE 732-214-8500 EVERYTHING YOU NEED TO KNOW ABOUT ELDER LAW, INCLUDING...
? Why Have a Will? Gathering information; standard provisions; designation of fiduciaries; protective clauses; sample forms ? 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; disadvantages; revocable vs. irrevocable; Insurance Trusts; sample forms ? Basic Tax Considerations Jointly-held property; ³I love you² Will; no Will at all; insurance owned by client; unlimited marital deduction; estate planning in the testamentary document; sample forms/letters ? Estate Administration Probate process; duties of executor/fiduciary; gathering of assets; tax returns; tax waivers; access to property; sample forms/checklists ? Medicaid Planning Countable assets of Medicaid applicant; income cap/Medical needy standard; look-back period; transfers of property; personal residence; Medicaid estate recovery rules ? Fair Hearing
? Long Term Care Insurance/Asset Protection Limitations on coverage; exclusions; premium costs; inflation riders; pre-existing conditions; alternatives to nursing home care
? Guardianship
Contact New Jersey Institute for Continuing Legal Education ® One Constitution Square, New Brunswick, New Jersey 08901-1520 Phone: (732)214-8500 Fax: (732)249-0383 Email: customerservice@njicle.com http://www.njicle.com
Speakers and Authors: Martin A. Spigner, Esq. Kenneth A. Vercammen, Esq.: Thomas Begley, Jr. Kathleen Browning, Esq. John Jorgensen, Esq.
Program recording date: Thursday, April 9, 2003
Recommended for Attorneys, Accountants, Life Insurance Agents, Financial Planners and Elder Law Professionals
For audiotape and book cost, Call ICLE 732-214-8500 EVERYTHING YOU NEED TO KNOW ABOUT ELDER LAW, INCLUDING...
? Why Have a Will? Gathering information; standard provisions; designation of fiduciaries; protective clauses; sample forms ? 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; disadvantages; revocable vs. irrevocable; Insurance Trusts; sample forms ? Basic Tax Considerations Jointly-held property; ³I love you² Will; no Will at all; insurance owned by client; unlimited marital deduction; estate planning in the testamentary document; sample forms/letters ? Estate Administration Probate process; duties of executor/fiduciary; gathering of assets; tax returns; tax waivers; access to property; sample forms/checklists ? Medicaid Planning Countable assets of Medicaid applicant; income cap/Medical needy standard; look-back period; transfers of property; personal residence; Medicaid estate recovery rules ? Fair Hearing
? Long Term Care Insurance/Asset Protection Limitations on coverage; exclusions; premium costs; inflation riders; pre-existing conditions; alternatives to nursing home care
? Guardianship
Contact New Jersey Institute for Continuing Legal Education ® One Constitution Square, New Brunswick, New Jersey 08901-1520 Phone: (732)214-8500 Fax: (732)249-0383 Email: customerservice@njicle.com http://www.njicle.com
