ABA Estate Planning, Probate and Trust and Elder Law Joint Committee Meeting Friday, August 11

ABA Estate Planning, Probate and Trust and Elder Law Joint Committee Meeting Friday, August 11 GPSolo 2:00 p.m. – 3:00 pm

Seminar and round table

At the ABA Annual Meeting Westin New York at Times Square New York, NY  270 W 43rd St, New York, NY 10036

Ideas to be discussed:

Scheduling Appointments for Potential Client Callers

Email, fax, or mail potential client an interview form and appointment letter.

What to Do When Potential Clients Come In for Appointments

Marketing Your Wills & Estate Administration Practice

How to Network and be visible to potential clients

Wills and Power of Attorney for AARP members Seminar......................................

Brochures to Bring to Wills and Elder Law Program

WILLS AND ESTATE ADMINISTRATION SEMINAR EVALUATION............................

Calling to Invite Clients to Events and Annual Will Seminar..................................

Recommend Last Will and Testament for Property, children & grand children 

REFERRAL OUT TO ANOTHER ATTORNEY........................................

Membership in AARP Legal Services Network may provide new clients 

Happy Hour networking party for professionals such as Accountants, CPA’s, Financial Planners plus clients and friends..........................................

https://www.facebook.com/events/1943027902653228

ABA registration and expo is at New York Hilton Midtown
1335 Avenue Of The Americas New York, NY 10019-6012

August 11, 2017
   Friday, Yankee Pre-game reception from 5:00 - 6:30 p.m. on the Budweiser Party Deck 
Game Time:  7:05 p.m.

Pregame reception features food, draft beer and nonalcoholic beverages 

starting when gates open 

• Menu  includes  Nathan’s  hot  dogs,  burgers,  garden  salad,  domestic  draft  beer,  Pepsi  products  and  Poland  Spring  Water

• Seats  are  located  in  Section  426 for University of Scranton 7:05 Yankees Game start

ABA Estate Planning, Probate & Trust Committee Summer 2017 Report

ABA Estate Planning, Probate & Trust Committee Summer 2017 Report COUNCIL AGENDA REPORT FORM 

COMMITTEE REPORTS

Division Name and Number: Practice Specialty    Division: 3                                                                      

Division Director Name: Kari Petrasek

Reporting Board or Committee: ABA Elder Law 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)?

-Participated in  last ABA Aging and Law Networking sponsored by ABA Commission on Aging

-Scheduled Committee Meeting at New York Annual meeting for Friday August 11

-Proposed a new book “Creating the Million Dollar who wishes to create this book

-Publicized ABA Committee in email newsletter and blog

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

-Met with ABA Publications in Chicago on March 13 to discuss sales of GP solo book “Wills and Estate Administration”

- Invited members to submit articles to GP Solo

-Invited members to participate in Free ABA Law and Aging Networking Calls.  These calls are open to staff and volunteer leaders in any ABA entity with an interest in developing programing on issues relating to Aging and Law.  Please share this message with colleagues who may want to participate and encourage people to email me to be added to the invitation list (david.godfrey@americanbar.org.)  

-Participated in NJ Bar Elder Law & Estate Planning seminar May 24.

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)?

- Provide information to members for the free July 10 ABA Aging Conf call- 2nd Monday

- Publicize Meeting at New York Annual meeting August

-Invite Chair elect the legendary Steve Williams and Division members to free NJ Bar Summer Happy Hour at the NJ Shore on July 15

- Hope to submit articles to Solo EReport

-Continue to help promote ABA books to raise revenue for section

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

-Set up Committee meeting in New York

-Please help with promotion of Promoted recent ABA Books:

“Wills & Estate Administration” and

“Smart Marketing For the Small Firm Lawyer” from the American Bar Association.

    Author:  Kenneth A Vercammen

Sponsor(s):  Solo, Small Firm and General Practice Division http://shop.americanbar.org/eBus/Store/ProductDetails.aspx?productId=224827061

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).    None

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.   N/a

Surrogates NJ 2017

Surrogates NJ James Curcio Atlantic County Surrogate 1201 Bacharach Boulevard Atlantic City, New Jersey 08401 609-343-2341	Michael R. Dressler Bergen County Surrogate Bergen County Justice Center 10 Main Street, Room 211 Hackensack, New Jersey 07601 201-646-2252
George T. Kotch Burlington County Surrogate 49 Rancocas Road Mount Holly, New Jersey 08060 609-265-5581	Cheryl Nidorf Austin, Deputy Camden County Surrogate 600 Market Street Camden, New Jersey 08102 856-225-7282
M. Susan Sheppard Cape May County Surrogate 4 Moore Road, DN 207 Cape May Court House, NJ 08210 609-463-6666	Douglas Rainear Cumberland County Surrogate 60 W. Broad Street Suite A-111 Bridgeton, New Jersey 08302 609-451-4800
Theordore N. Stephens II Essex County Surrogate 465 Martin Luther King Boulevard Newark, New Jersey 07102 201-621-4900	Helene M. Reed Gloucester County Surrogate PO Box 177 Woodbury, New Jersey 08096 609-853-3282
Joseph J. Ryglicki Hudson County Surrogate Justice Brennan Court House  583 Newark Avenue Jersey City, New Jersey 07306 201-795-6378	Susan J. Hoffman Hunterdon County Surrogate 65 Park Avenue PO Box 2900 Flemington, New Jersey 08822-1495 908-788-1156
Diane Gerofsky Mercer County Surrogate 175 South Broad Street, Room 420 PO Box 8068 Trenton, New Jersey 08650 609-989-6331	Kevin J. Hoagland Middlesex County Surrogate PO Box 790 75 Bayard Street New Brunswick, NJ 08903-0790 732-745-3055
Rosemarie D. Peters Monmouth County Surrogate Hall of Records 1 East Main Street, Room 118 Freehold, New Jersey 07728 908-431-7344	John Pecoraro Morris County Surrogate PO Box 900 Administration & Records Bldg, 5th Floor Morristown, NJ 07963-0900 973-285-6500
Jeffrey W. Moran Ocean County Surrogate 118 Washington Street PO Box 2919 Toms River, New Jersey 08754 732-929-2011	Bernice Toledo Passaic County Surrogate 71 Hamilton Street Paterson, New Jersey 07505 973-881-4760
Nicki A. Burke Salem County Surrogate 92 Market Street Salem, New Jersey 08079 856-935-7510	Frank Bruno Somerset County Surrogate 20 Grove Street PO Box 3000 Somerville, New Jersey 08876 908-231-7005
Gary R. Chiusano Sussex County Surrogate 3 High Street, Suite 1 Newton, New Jersey 07860 973-579-0920	James LaCorte Union County Surrogate Union County Court House 2 Broad Street Elizabeth, New Jersey 07207 908-527-4288
Kevin M. O'Neill Warren County Surrogate 413 Second Street Belvidere, New Jersey 07823-1500 908-475-6225