435 page book Book elder law & estate administration including:
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
Authors/ Speakers on CD
THOMAS D. BEGLEY, III, ESQ.
KENNETH A. VERCAMMEN, ESQ.
Chair, ABA Elder Law Committee
WILLIAM P. ISELE, ESQ.
Past NJ Ombudsman for the Elderly
MARTIN A. SPIGNER, ESQ.
Sponsor: New Jersey Institute for Continuing Legal Education 732-214-8500 NJICLE