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Elder Law and Estate Administration Book and Audio for Sale

ELDER LAW & ESTATE ADMINISTRATION BOOK AND AUDIO FOR SALE This book is from materials from the seminar NUTS AND BOLTS OF ELDER LAW AND ESTATE ADMINISTRATION (2014). Sponsored by the NJ Institute for Continuing Legal Education. The audio  CD is also available.  

245 page 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

 

Author/ Speakers:

KENNETH A. VERCAMMEN, ESQ. Chair, ABA Probate & Estate Planning Committee 

Past GP Solo Section Attorney of the Year Edison, NJ      

 

WILLIAM P. ISELE, ESQ. Past NJ Ombudsman for the Elderly 

 

MARTIN A. SPIGNER, ESQ. Cranbury, NJ

 

ADAM DUBECK,ESQ.  Morristown, NJ

 

Book  $20 NJ Bar Member     $25 Non-Member    Item M57814

 

Audio CD and book    $152 Member

$190 Non-Member    NJSBA Member   Item CDP57814

       *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 

http://www.njicle.com/nuts-and-bolts-of-elder-law-and-estate-administration-2014?pID=2186

 

Table of Contents

                                                                                                    Page

 

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

 

 

Financing Nursing Home Care in New Jersey

PowerPoint Presentation

William P. Isele, Esq.                                                                           189

         Attachments

           Undue Hardship Consideration [N.J.A.C. 10:71-4.10(q)]                199

           Medicaid Communication NO. 14-06 (Increase in the Penalty

            Divisor)                                                                               201

 

NJ Estate Administration Basics

PowerPoint Presentation

Adam P. Dubeck, Esq.                                                                        203

         Attachments

           Signature Page of Will                                                             211

           Probate Form A:  When There is a Will                                       213

           Probate Form B:  When There is No Will                                      217

           Notice of Probate                                                                  220

           Proof of Mailing                                                                     221

           Caveat                                                                                 222

           Authorization of Release of Financial Records and Information       223

           Form 4506-T:  Request for Transcript of Tax Return                   224

           Inheritance and Estate Tax Brochure (NJ Division of Taxation)       225

           Refunding Bond & Release                                                        227

           Waiver of Formal Accounting, Release & Indemnification                229

 

Nuts & Bolts of Elder Law and Estate Administration

Martin A. Spigner, Esq.                                                                       231

         Why Do Estate Tax Planning?                                                     231

         The Survivor’s Choice (Disclaimer) Trust or the Unified Credit

          Trust                                                                                    231

         Irrevocable Life Insurance Trust                                                  234

         Gift-Giving                                                                               234

         Intentionally Defective Grantor Trust (“IDGT”)                               235

           How the IDGT Works                                                              235

           Rev. Rul. 2004-64                                                                   237

           IDGTs vs. GRATs                                                                    237

 

Irrevocable Life Insurance Trusts

Martin A. Spigner, Esq.                                                                       239

         Introduction                                                                            239

         Irrevocability                                                                           239

         Payments of Premium; Crummy Powers                                        240

         Limiting Right of Withdrawal                                                       240

         Trustees                                                                                241

         Administration of the Trust; Taxes; Fees                                      241

         Spendthrift Provisions                                                               242

         Execution of Trust                                                                    242

         Post-Execution                                                                         242

         Attachments

                        About the Panelists…                                                 245

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Kenneth Vercammen is the Managing Attorney at Kenneth Vercammen & Associates in Edison, NJ. He is a New Jersey trial attorney has devoted a substantial portion of his professional time to the preparation and trial of litigated matters. He has appeared in Courts throughout New Jersey each week for litigation and contested Probate hearings.

Mr. Vercammen has published over 125 legal articles in national and New Jersey publications on elder law, probate and litigation topics. He is a highly regarded lecturer on litigation issues 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 is chair of the Elder Law Committee of the American Bar Association General Practice Division. He is also Editor of the ABA Estate Planning Probate Committee Newsletter and also the Criminal Law Committee newsletter. Mr. Vercammen is a recipient of the NJSBA- YLD Service to the Bar Award. And past Winner "General Practice Attorney of the Year" from the NJ State Bar Association. He is a 22 year active member of the American Bar Association. He is also a member of the ABA Real Property, Probate & Trust Section.

He established the NJlaws website www.njlaws.com which includes many articles on Elder Law. Mr. Vercammen received his B.S., cum laude, from the University of Scranton and his J.D. from Widener/Delaware Law School, where he was the Case Note Editor of the Delaware Law Forum, a member of the Law Review and the winner of the Delaware Trial Competition.

RECENT SPEAKING ENGAGEMENTS ON WILLS, ELDER LAW, AND

American Bar Association - Elder Law 2008 New York Annual Meeting
Edison Adult School -Wills, Elder Law & Probate- 2007, 2006, 2005, 2004, 2003, 2002 [inc Edison TV], 2001, 2000,1999,1998,1997
Nuts & Bolts of Elder Law - NJ Institute for Continuing Legal Education/ NJ State Bar ICLE/NJSBA 2007, 2006, 2005, 2004, 2003, 2002, 2000, 1999, 1996
Elder Law and Estate Planning- American Bar Association Miami 2007
Elder Law Practice, New Ethical Ideas to Improve Your Practice by Giving Clients What They Want and Need American Bar Association Hawaii 2006
South Plainfield Seniors- New Probate Law 2005, East Brunswick Seniors- New Probate Law 2005
Old Bridge AARP 2002; Guardian Angeles/ Edison 2002; St. Cecilia/ Woodbridge Seniors 2002;
East Brunswick/ Halls Corner 2002;
Linden AARP 2002
Woodbridge Adult School -Wills and Estate Administration -2001, 2000, 1999, 1998, 1997, 1996
Woodbridge Housing 2001; Metuchen Seniors & Metuchen TV 2001; Frigidare/ Local 401 Edison 2001; Chelsea/ East Brunswick 2001, Village Court/ Edison 2001; Old Bridge Rotary 2001; Sacred Heart/ South Amboy 2001; Livingston Manor/ New Brunswick 2001; Sunrise East Brunswick 2001; Strawberry Hill/ Woodbridge 2001;
Wills and Elder Law - Metuchen Adult School 1999,1997,1996,1995,1994,1993
Clara Barton Senior Citizens- Wills & Elder Law-Edison 2002, 1995

Contact the Law Office of
Kenneth Vercammen & Associates, P.C.
at 732-572-0500
for an appointment.

Kenneth Vercammen & Associates, P.C.
2053 Woodbridge Ave.
Edison, NJ 08817
732-572-0500

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Disclaimer This web site is purely a public resource of general New Jersey information (intended, but not promised or guaranteed to be correct, complete, or up-to-date). It is not intended be a source of legal advice, do not rely on information at this site or others in place of the advice of competent counsel. The Law Office of Kenneth Vercammen complies with the New Jersey Rules of Professional Conduct. This web site is not sponsored or associated with any particular linked entity unless specifically stated. The existence of any particular link is simply intended to imply potential interest to the reader, inclusion of a link should not be construed as an endorsement.

Kenneth Vercammen handles Wills, Last Will and Testament, probate contests, estate administration, inheritance tax, executor, surrogate, Living Wills, estates, trusts, undue influence, administrator, elder law, elderlaw, senior citizen, eldercare, guardianship, trusts, estates, Avoid Probate, Personal Injury, Deceased, Estate Planning, New Jersey Lawyer, New Jersey Attorney, New Jersey Lawyers, New Jersey Law Firm, New Jersey Legal Service, New Jersey New Jersey legal, New Jersey law, NJ Lawyer, NJ Attorney, NJ Attorneys, NJ Lawyers, NJ Law Firm, Middlesex County, Monmouth County, Mercer County, Somerset County, Union County, Ocean County, Cranbury Police, East Brunswick, Edison, Highland Park, Jamesburg, Old Bridge, Metuchen, Monroe, New Brunswick, North Brunswick, Perth Amboy, Piscataway, Plainsboro, Sayreville, South Brunswick, South Plainfield, Woodbridge, Superior Court, attorney, attorneys, Law Firm, 08817, 07095,08816, 08901, 08903

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