To schedule a confidential consultation, call (732) 572-0500
Kenneth Vercammen & Associates, P.C. 2053 Woodbridge Avenue - Edison, NJ 08817


Sunday, June 14, 2009

ELDER LAW & ESTATE ADMINISTRATION BOOK AND AUDIO FOR SALE

ELDER LAW & ESTATE ADMINISTRATION BOOK AND AUDIO FOR SALE
Book 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; 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

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 estate planners and professionals who help senior citizens. You’ll also gain insight on how Federal Medicaid Reform will impact seniors.
Speakers:
THOMAS D. BEGLEY, JR., ESQ.,

KENNETH A. VERCAMMEN, ESQ.
Chair, ABA Estate Planning & Probate Law Committee
2006 NJSBA Municipal Court Practitioner of the Year


KATHLEEN A. SHERIDAN, ESQ.


MARTIN A. SPIGNER, ESQ.


Handbook 45.00 [$36 NJSBA Member Price] pages ] Item M57809

Handbook with Audio CD $189 [$149 NJSBA Member Price Item CDP57809


*NJSBA Member Price – To qualify for this reduced price, you must provide your NJSBA Member# at the time you place your order

Contact: New Jersey Institute for Continuing Legal Education 
 (732)214-8500

Friday, June 12, 2009

61ST SEMI-ANNUAL TAX & ESTATE PLANNING FORUM

61ST SEMI-ANNUAL TAX & ESTATE PLANNING FORUM
Presented in cooperation with the NJSBA Taxation Section


Wednesday, June 10, 2009
9:00 AM to 5:00 PM
New Jersey Law Center, New Brunswick / S127-14950


In 1977, NJICLE presented the First Semi-Annual Tax & Estate Planning Forum, designed to provide an opportunity for attorneys, accountants and life underwriters to keep up with changes in this complex area of law. Now more than ever, the ability to meet your clients’ needs is dependent upon your ability to keep up to date with the law, regulations, and available planning techniques. The proper approach to any given situation may be even less clear, and more dependent upon your informed professional judgment.
Join the speakers and your colleagues at this 61st Semi-Annual program. As in past years, the program provides an opportunity to network with your peers and exchange viewpoints on how to resolve today’s most challenging problems.
Explore today’s hottest tax and estate planning topics at this popular semi-annual forum:
• Client Motivations & Goals in the Estate Planning Process
• The Standards for Undue Influence: Shifting the Burden of Proof Through Summary Judgment
• Contingent & Vested Reminders: The Surprising Consequences for Family Members in 
Credit Shelter Trust Planning and Other Trust Arrangements
• Generation Skipping and Other Tax Issues Raised by Vesting Issues
• Recent Estate and Gift Tax Developments
• The Use of Grantor Trusts After Revenue Ruling 2008-22
• The Standard of Care in Estate Tax Planning Malpractice Claims Against Attorneys
• The Estate Attorney’s Fiduciary Duties: New Case Law & Practice Pointers to Avoid Potential Malpractice Liability
…and more

Moderators/Speakers:

JOHN J. MIESOWITZ, ESQ.
Ventura, Miesowitz, Albano, Keough & Warner (Summit)



JOHN L. PRITCHARD, ESQ.
Law Offices of John L. Pritchard, Esq. (Union)


Keynote Presentation by:

KENNETH A. VERCAMMEN, ESQ.
Past Chair, NJSBA Municipal Court Section
Chair, ABA Elder Law Committee
K. Vercammen & Associates (Edison)


Speakers include:
BRENDA L. EUTSLER, ESQ.
Asbell, Kushner & Eutsler, PA (Cherry Hill)


JAY J. FREIREICH, ESQ.
Poe & Freireich, PA (Florham Park)


RICHARD H. GREENBERG, ESQ.
Greenberg & Schulman (Woodbridge)


GLENN A. HENKEL, ESQ. J.D., LL.M., CPA, A.E.P.
Author: “New Jersey Estate Planning Manual: Theory, Practice & Forms” (2007, NJICLE)
Editor & Contributing Author: “Estate & Trust Litigation” (2006, NJICLE)
Editor & Contributing Author: “New Jersey Probate Procedures Manual” (2009)
Kulzer & DiPadova (Haddonfield)


JACK F. MEOLA, ESQ., CPA
Amper Politziner & Mattia (Bridgewater)


ANITA J. SIEGEL, ESQ.
2001 Clapp Laureate
Siegel & Bergman, LLC (Morristown)


M. J. SULLY, ESQ.
Special Counsel
Essex County Surrogate Court (Newark)


STEPHEN K. WARNER, ESQ.
Ventura, Miesowitz, Albano, Keough & Warner (Summit)


For Registration Details, 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 • CustomerService@njicle.com

Cost

Tuition fees Reg. Fee Reg. Type

General Tuition (REG) $199.00 REG
NJICLE Season Tickets (STX) 2 Season Ticket(s) STX
MEMBERS, CO-SPONSORING SECTION (COS*) $149.00 COS*
MEMBERS, NJSBA (NJB*) $159.00 NJB*
MEMBERS, NJSBA YLD (YLD*) $149.00 YLD*
Recent admittees (past 2 years) (YL) $169.00 YL
Paralegals (PAR) $129.00 PAR
Law Students (with Student ID) (STU) $50.00 STU
Full Time Judges (JUD) $50.00 JUD
Credit Type
Credit Amount
PAS: 6.0 credits pending
($28 fee for all PA credits)
PAE: 1.0 credits pending
(Included in PA credit fee)
NYP (n/t): 7.0
credits
NYE (n/t): 1.0
credits
CFP
3.0 estate planning; 3.0 investment; 2.0 retirement planning (pending)

DOOR REGISTRATIONS: $219

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

More details at http://www.njicle.com/seminar.aspx?sid=778



New Jersey Institute for Continuing Legal Education is the non-profit continuing education service of: 
The New Jersey State Bar Association Rutgers - The State University of New Jersey, Seton Hall University