A basic introduction to elder law, from wills, powers of attorney and living trusts, to tax considerations, estate administration, and long-term care insurance - featuring sample forms, documents, and checklists!
Take home a CD with sample forms, documents & checklists!
Presented in cooperation with the NJSBA Elder & Disability Law Section
and NJSBA Young Lawyers Section
http://www.njicle.com/seminar.aspx?sid=234
Tuesday, April 22, 2008
5:30 PM to 9:30 PM
New Jersey Law Center, New Brunswick / S578j-14178
Speakers include:
THOMAS D. BEGLEY, JR., ESQ., CELA
2004 Clapp Laureate
Certified as an Elder Law Attorney by the ABA
Accredited National Elder Law Foundation
Past Chair, NJSBA Elder Law Section
Author: How to Develop and Manage a Successful Trusts & Estates/Elder Law
Practice (NJICLE)
Co-Author: Profitable Law Firm Management (NJICLE)
Begley & Bookbinder, PC (Moorestown)
(at New Brunswick)
KATHLEEN BROWNING SHERIDAN, ESQ.
Law Offices of Kathleen Browning Sheridan, PC (Ship Bottom)
(at New Brunswick)
MARTIN A. SPIGNER, ESQ.
Law Offices of Martin A. Spigner (Cranbury)
(at New Brunswick)
KENNETH A. VERCAMMEN, ESQ.
Chair, ABA Elder Law Committee
2006 NJSBA Municipal Court Practitioner of the Year
K. Vercammen & Associates (Edison)
(Moderator)
(at New Brunswick)
Click here to print paper registration form http://www.njicle.com/ICLEOrderForm.pdf
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.
This practical program is designed to provide the nuts and bolts of elder law 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 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. Register today!
EVERYTHING YOU NEED TO KNOW ABOUT ELDER LAW, 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; 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
…and more
Tuition fees Reg. Fee Reg. Type
General Tuition (REG) $159.00 REG
NJICLE Season Tickets (STX) 1 Season Ticket(s) STX
MEMBERS, NJSBA ELDER & DISABILITY LAW SECTION (COS) $119.00 COS*
MEMBERS, NJSBA (NJB) $129.00 NJB
MEMBERS, NJSBA YLD (YLC) $119.00 YLC*
Recent admittees (past 2 years) (YL) $135.00 YL
Paralegals (PAR) $109.00 PAR
Law Students (with Student ID) (STU) $0.00 STU
Full Time Judges (JUD) $0.00 JUD
Credit Type Credit Amount
PAS: 3.0
($16 fee for all PA credits)
PAE: 0.5
(Included in PA credit fee)
NYP (t&n/t): 4.0
credits
NYE (t&n/t): 0.5
credits
CPE:
2.0 taxation and 2.0 accounting credits
DOOR REGISTRATIONS: $189
Advance registration closes at noon of the day preceding the program. After that time you may still register, space permitting, for the Door Registration Fee. PLEASE CALL FIRST to confirm the seminar schedule and space availability.
* NJSBA Member Price – 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.
REGISTER NOW!!!
CAN'T ATTEND? BOOKS & CD's AVAILABLE
NUTS & BOLTS OF ELDER LAW
THOMAS D. BEGLEY, JR., ESQ., CELA
KATHLEEN BROWNING SHERIDAN, ESQ.
MARTIN A. SPIGNER, ESQ.
KENNETH A. VERCAMMEN, ESQ.
Publish date 4/08
Audio packages will be available two weeks after the program. Please check seminar listing for related topics.
Audio Package Credits
NYP: 4.0 (only audio CD packages can be used for NY credits - non-refundable)
NYE: 0.5 (only audio CD packages can be used for NY credits - non-refundable)
Item # Product Price Quantity
CP57808 Handbook/Audio cassettes
$189.00
$149.00 *
CDP57808 Handbook/Audio CD
$189.00
$149.00 *
AFF CLE Affidavit for audio package - one person per package $0.00
* NJSBA Member Price – 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.
ORDER BOOKS/CDS NOW!!!
