ABA Estate Planning, Probate & Trust Committee Spring 2018 Report Solo Division

ABA Estate Planning, Probate & Trust Committee Spring 2018 Report Solo Division

COUNCIL AGENDA REPORT FORM

COMMITTEE REPORTS

Division Number and Name: Division 3: Practice Specialty

Division Director Name: Daniel Tann

Reporting Board or Committee: ABA Estate Planning, Probate & Trust Committee

Completed By: Kenneth Vercammen Co-Chair, Edison, NJ

1.   What has your board or committee done since its last report (e.g., conference call, meetings, use of discussion lists, planning for CLE programs, publications and articles, collaboration with other boards, committees, or sections)?

-Publicized program Protecting Your Assets Against Long-Term Care and Nursing Home Expenses April 26 2018    9:45 AM to 10:45 AM with speakers James and Matt Davidson Moderator Kenneth Vercammen, Esq. at the ABA-GPSolo and Group Legal Services Association (Formerly API) Spring Conference

-Requested
Participated in quarterly ABA Commission on Law and Aging

-       -Helped publicize Solo Division’s book “Wills and Estate Administration Practice” approx 240 pages to help raise revenue for section- Sale of book continue to be good

-       Added Mid Year report to Estate Planning blog and forwarded to all committee members

-       October 20 held meeting GPSolo 3:00pm- 4:00 at the St. Paul Hotel

2.   What is the status of your board or committee’s business plan for the year (e.g., participation of board or committee members, goals achieved, and new goals)?

-Participate in Quarterly ABA Law and Aging Networking Call

Quarterly ABA Law and Aging Networking Call

Monday April 9 2:00 - 3:00 PM Eastern time

-       Assist GLSA Group Legal at New Orleans meeting April 2018

Discuss ABA Policy Proposals in development for Annual

         Upcoming training on age related topics or issues

         Publications  Other planned programing on age related topics or issues

-       Offered to do program if there is a Solo day in Chicago 2018

-Ken V Will Participate in March, 2018 quarterly ABA Commission on Law and Aging networking These calls are open to ABA staff and Members with an interest in developing programing, policy or publications on issues relating to aging and law.  Please share this message with colleagues who may want to participate and encourage people to email to be added to the invitation list (david.godfrey@americanbar.org<mailto:david.godfrey@americanbar.org>.)

-       Attend October 2018 Charleston meeting and help out

3.   Does your board or committee need any assistance from the Director, Staff, Division Officers, or Council? If yes, please explain:

Yes We need help setting up programs and meetings.

-The Committee anticipates guidance, support and/or involvement from our Division Director regarding publicizing the Wills and Estate Administration book

ACTION ITEMS

List any action items to be presented to Council. These are items that require discussion, reporting, and/or decision-making on the part of the Council (e.g. a request for support of matters appearing before the House of Delegates, revisions of Division policies, and requests for use of extraordinary Division resources).

INFORMATIONAL ITEMS

List any informational items to be represented to Council. These items are matters for the Council’s information and do not require action.

Steve Wildi <Steve.Wildi@americanbar.org>

Daniel Tann Esq. djtannesq@verizon.net

gp-ElderLaw@Mail.americanbar.org