Nuts and Bolts of Elder Law and Estate Administration (2015)$44 - $55 click here $44 Member $55 Non-Member M15915
Primary Author
Kenneth A. Vercammen, Esq.- Kenneth Vercammen & Associates, P.C. (Edison)
Speakers
Adam P. Dubeck, Esq. Dubeck Law Firm, LLC (Morristown)
William P. Isele, Esq. Archer & Greiner, P.C. (Princeton)
Martin A. Spigner, Esq. Law Offices of Martin A. Spigner (Cranbury)
In cooperation with the New Jersey State Bar Association Elder & Disability Law Section and Young Lawyers Division
http://www.njicle.com/category.aspx?catid=6344#10670
ICLE customerservice@njicle.com (732)214-8500
Table of Contents
Articles, Forms, Checklists
Kenneth A. Vercammen, Esq. 1
New Client/Schedule Appointment 1 Confidential Will Questionnaire 3 Will Bill 8 Will Draft 9 Doctor Certification of Patient Capacity to Sign Legal Documents 11 Thank You for Referral 12 Power of Attorney Draft Letter 13 Will Execution Checklist 15 Will Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 17 Referral Out to Another Attorney 19 Letter Re: No Representation 20 Letter Re: Recommending Will to Client 21 Post Will Letter 23 Client Questionnaire/End of Case 25 Letter Re: Power of Attorney Taking Effect 27 Letter Re: Release and Refunding Bonds from Each Beneficiary 29 Will/Estate Bill 30 Revocation of Durable Power of Attorney 31 Wills and Estate Planning: Save Money and Provide for Your
Loved Ones 33 Federal HIPAA Law Now Recommends New Power of Attorney
Special Report 37 Living Wills 41 Gay Lesbians Partners - Problems if No Estate Planning 49 How to Prepare Letters of Instruction to Family, Employees, and
Executor Regarding Funeral Arrangements, Business Transfer and
Post-Death Procedures 51 Removing an Executor from an Estate 55 Estate Planning for Alzheimer Patients & Guardianship of Disabled
Adults 61 Answers to Questions About Probate and Administration of an
Estate 65 Ten Estate Planning Ideas for Divorced or Separated Persons 73 Executor of a Will Duties and Responsibilities Special Report 75 Prenuptial Agreements to Protect Your Assets in Case of Divorce
or Death 81 Undue Influence to Void a Will or Power of Attorney 87 Attorney-Client Confidential Relationship 95 Agreement to Provide Legal Services Probate 97 Letter Re: Recommendations to Executor 101 Trust vs. Wills 105 Caveat to Will 109 Agreement to Provide Legal Services Probate 111 Letter Re: No Charge for Advice 115
Guardianship Bill 117 Will Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 121 Letter Re: Confidentiality of Files 123 Letter Acknowledging Receipt of Documents 125 Central Jersey Elder Law Website/Articles 127 Dying Without a Will 133 Elective Share of Spouse 141 Joint Bank Accounts Upon Death 149 What is a Probate Release & Refunding Bond? 163 Call Notes of ABA Aging and Law Networking Call 167 ABA Estate Planning, Probate & Trust Committee
Spring 2014 Report 171 Winter 2014 Report 175 Fall 2013 Report 179
ABA Solo, Small Firm and General Practice Division Council
Agenda Report Form Summer Annual 2013 183
Ethics Committee Opinion 692 Clarified on Retaining Client Files 187 Index to Vercammen materials on CD
ABA Wills and Probate Book Kenneth Vercammen, Esq.
Elder and Probate Forms Additional Forms
Will Forms
Financing Nursing Home Care in New Jersey PowerPoint Presentation
William P. Isele, Esq.
NJ Estate Administration Basics PowerPoint Presentation
Adam P. Dubeck, Esq.
Attachment
New Jersey Estate Administration Forms
Nuts & Bolts of Elder Law and Estate Administration Martin A. Spigner, Esq.
Why Do Estate Tax Planning?
The Survivors Choice (Disclaimer) Trust or the Unified Credit
Trust 219 Irrevocable Life Insurance Trust 222 Gift-Giving 222 Intentionally Defective Grantor Trust (IDGT) 223
How the IDGT Works 223
189 199
Rev. Rul. 2004-64 IDGTs vs. GRATs
Irrevocable Life Insurance Trusts Martin A. Spigner, Esq.
Introduction
Irrevocability
Payments of Premium; Crummy Powers Limiting Right of Withdrawal
Trustees
Administration of the Trust; Taxes; Fees Spendthrift Provisions
Execution of Trust
Post-Execution
Attachments
Sample Client Memo
Sample Last-to-Die Trust
Sample Living Will With POA for Health Care Sample Irrevocable Trust
Sample Revocable Living Trust
Sample Supplemental Needs Trust
Sample Affidavit of Trustee Appointment
About the Panelists...
Kenneth A. Vercammen is a trial attorney in Edison, NJ. He is co-chair of the ABA Probate & Estate Planning Law Committee of the American Bar Association Solo Small Firm Division. He is a speaker for the NJ State Bar Association at the annual Nuts & Bolts of Elder Law & Estate Administration program. He is writing a book for the ABA on Wills and Estates.
He was Editor of the ABA Estate Planning Probate Committee Newsletter. Mr. Vercammen has published over 150 legal articles in national and New Jersey publications on litigation, elder law, probate and trial topics. He is a highly regarded lecturer on litigation and probate law for the American Bar Association, NJ ICLE, New Jersey State Bar Association and Middlesex County Bar Association. His articles have been published in noted publications included New Jersey Law Journal, ABA Law Practice Management Magazine, and New Jersey Lawyer. He established the NJlaws website www.njlaws.com which includes many articles on Estate Planning, Probate and Wills.
KENNETH VERCAMMEN & ASSOCIATES, PCATTORNEY AT LAW
2053 Woodbridge Ave.
Edison, NJ 08817
(Phone) 732-572-0500
(Fax) 732-572-0030
www.njlaws.com
www.CentralJerseyElderLaw.com
Primary Author
Kenneth A. Vercammen, Esq.- Kenneth Vercammen & Associates, P.C. (Edison)
Speakers
Adam P. Dubeck, Esq. Dubeck Law Firm, LLC (Morristown)
William P. Isele, Esq. Archer & Greiner, P.C. (Princeton)
Martin A. Spigner, Esq. Law Offices of Martin A. Spigner (Cranbury)
In cooperation with the New Jersey State Bar Association Elder & Disability Law Section and Young Lawyers Division
http://www.njicle.com/category.aspx?catid=6344#10670
ICLE customerservice@njicle.com (732)214-8500
Table of Contents
Articles, Forms, Checklists
Kenneth A. Vercammen, Esq. 1
New Client/Schedule Appointment 1 Confidential Will Questionnaire 3 Will Bill 8 Will Draft 9 Doctor Certification of Patient Capacity to Sign Legal Documents 11 Thank You for Referral 12 Power of Attorney Draft Letter 13 Will Execution Checklist 15 Will Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 17 Referral Out to Another Attorney 19 Letter Re: No Representation 20 Letter Re: Recommending Will to Client 21 Post Will Letter 23 Client Questionnaire/End of Case 25 Letter Re: Power of Attorney Taking Effect 27 Letter Re: Release and Refunding Bonds from Each Beneficiary 29 Will/Estate Bill 30 Revocation of Durable Power of Attorney 31 Wills and Estate Planning: Save Money and Provide for Your
Loved Ones 33 Federal HIPAA Law Now Recommends New Power of Attorney
Special Report 37 Living Wills 41 Gay Lesbians Partners - Problems if No Estate Planning 49 How to Prepare Letters of Instruction to Family, Employees, and
Executor Regarding Funeral Arrangements, Business Transfer and
Post-Death Procedures 51 Removing an Executor from an Estate 55 Estate Planning for Alzheimer Patients & Guardianship of Disabled
Adults 61 Answers to Questions About Probate and Administration of an
Estate 65 Ten Estate Planning Ideas for Divorced or Separated Persons 73 Executor of a Will Duties and Responsibilities Special Report 75 Prenuptial Agreements to Protect Your Assets in Case of Divorce
or Death 81 Undue Influence to Void a Will or Power of Attorney 87 Attorney-Client Confidential Relationship 95 Agreement to Provide Legal Services Probate 97 Letter Re: Recommendations to Executor 101 Trust vs. Wills 105 Caveat to Will 109 Agreement to Provide Legal Services Probate 111 Letter Re: No Charge for Advice 115
Guardianship Bill 117 Will Signing Instructions for Wills or Power of Attorney Not Signed
in Law Office 121 Letter Re: Confidentiality of Files 123 Letter Acknowledging Receipt of Documents 125 Central Jersey Elder Law Website/Articles 127 Dying Without a Will 133 Elective Share of Spouse 141 Joint Bank Accounts Upon Death 149 What is a Probate Release & Refunding Bond? 163 Call Notes of ABA Aging and Law Networking Call 167 ABA Estate Planning, Probate & Trust Committee
Spring 2014 Report 171 Winter 2014 Report 175 Fall 2013 Report 179
ABA Solo, Small Firm and General Practice Division Council
Agenda Report Form Summer Annual 2013 183
Ethics Committee Opinion 692 Clarified on Retaining Client Files 187 Index to Vercammen materials on CD
ABA Wills and Probate Book Kenneth Vercammen, Esq.
Elder and Probate Forms Additional Forms
Will Forms
Financing Nursing Home Care in New Jersey PowerPoint Presentation
William P. Isele, Esq.
NJ Estate Administration Basics PowerPoint Presentation
Adam P. Dubeck, Esq.
Attachment
New Jersey Estate Administration Forms
Nuts & Bolts of Elder Law and Estate Administration Martin A. Spigner, Esq.
Why Do Estate Tax Planning?
The Survivors Choice (Disclaimer) Trust or the Unified Credit
Trust 219 Irrevocable Life Insurance Trust 222 Gift-Giving 222 Intentionally Defective Grantor Trust (IDGT) 223
How the IDGT Works 223
189 199
Rev. Rul. 2004-64 IDGTs vs. GRATs
Irrevocable Life Insurance Trusts Martin A. Spigner, Esq.
Introduction
Irrevocability
Payments of Premium; Crummy Powers Limiting Right of Withdrawal
Trustees
Administration of the Trust; Taxes; Fees Spendthrift Provisions
Execution of Trust
Post-Execution
Attachments
Sample Client Memo
Sample Last-to-Die Trust
Sample Living Will With POA for Health Care Sample Irrevocable Trust
Sample Revocable Living Trust
Sample Supplemental Needs Trust
Sample Affidavit of Trustee Appointment
About the Panelists...
Kenneth A. Vercammen is a trial attorney in Edison, NJ. He is co-chair of the ABA Probate & Estate Planning Law Committee of the American Bar Association Solo Small Firm Division. He is a speaker for the NJ State Bar Association at the annual Nuts & Bolts of Elder Law & Estate Administration program. He is writing a book for the ABA on Wills and Estates.
He was Editor of the ABA Estate Planning Probate Committee Newsletter. Mr. Vercammen has published over 150 legal articles in national and New Jersey publications on litigation, elder law, probate and trial topics. He is a highly regarded lecturer on litigation and probate law for the American Bar Association, NJ ICLE, New Jersey State Bar Association and Middlesex County Bar Association. His articles have been published in noted publications included New Jersey Law Journal, ABA Law Practice Management Magazine, and New Jersey Lawyer. He established the NJlaws website www.njlaws.com which includes many articles on Estate Planning, Probate and Wills.
KENNETH VERCAMMEN & ASSOCIATES, PCATTORNEY AT LAW
2053 Woodbridge Ave.
Edison, NJ 08817
(Phone) 732-572-0500
(Fax) 732-572-0030
www.njlaws.com
www.CentralJerseyElderLaw.com
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