ABA Estate Planning, Probate & Trust Committee 2020 Winter COUNCIL AGENDA REPORT
Division Number and Name: Division 3: Practice Specialty
Division Director Name: Rolf Schuetz
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)?
-Scheduled program at GP Solo/GLSA 2020 Joint Spring Meeting in San Juan
Estate Planning, Probate & Elder Law-New Ideas to Expand & Excel Your Practice the Ethical Way
Thursday, April 30, 2020 2:15pm-3:15pm
- Promoted the Fall Carlsbad, CA meeting on Facebook, Google and other sites
- Invited members to Participate in ABA Aging conference calls
-Participated in quarterly ABA Commission on Law and Aging. 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.
- -Helped continue to 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 Committee report to Estate Planning blog and forwarded to all committee members
- Invited members to attend NJ Bar Association Jersey Shore Happy Hour July 10, 2020
Recommended to program board a June 2020 webinar Estate Planning and the Successful Practice- This practical program is designed to provide the nuts and bolts of estate administration practice to general practitioners, young lawyers, or those who are just seeking to expand into this growing field as the Baby Boomer Generation, which makes up about half our population, continues to age.
2.What is the status of your committee’s business planfor the year (e.g., participation of committee members, goals achieved, and new goals)?
a. Invite all members to participate in the ABA Quarterly Law and Aging Networking Call Monday January 13th 2:00 PM Eastern Time
Call in 866-646-6488 Conf Code 437-258-9620
Please join us to discuss Programs, Publications Or Policy Proposals On issues in Law and Aging.
These calls are open to all ABA Members and Staff who are working on issues in law and aging. These are great opportunities to share what you are doing, ask for collaboration or input.
b. Promote Seminar: Estate Planning, Probate & Elder Law-New Ideas to Expand & Excel Your Practice the Ethical Way April 30, 2020
Learn from nationally recognized experts on using new techniques to improve service to Elder Law & Estate clients. Forms & briefs will be provided to all attendees. Using social media to promote your practice.
Topics:
-Ethics and marketing without violating the Rules of Professional Conduct
- The problems with AVVO & LegalZoom
Getting referrals from other professionals
The aftermath of the Terry Schiavo case and Living Wills.
Forms you can use
Email newsletters
How to manage telephone conversations with your clients
Marketing with written fee agreements
c. Have a short meeting at the Spring San Juan meeting after the April 30, 2020 seminar
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 publicizing theApril 30, 2020seminar and meetings.
-The Committee anticipates guidance, support and/or involvement from our Division Director regarding publicizing the program April 30, 2020 and promote 2020 Spring meeting La Concha Resort San Juan, PR 00907
Wills and Estate Administration book
ACTION ITEMS
List any action items to be presented to Council.
None needed, but I thank the Chair, Officers & Council for affording me the opportunity to serve as Committee chair
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.
None needed
Steve Wildi <Steve.Wildi@americanbar.org>
gp-ElderLaw@Mail.americanbar.org
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