Nuts and Bolts of Elder and Estate Administration

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New Jersey Law Center

One Constitution Sq

New Brunswick, NJ 08901

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Nuts and Bolts of Elder and Estate Administration (2019) Book

Attorneys and professionals involved in Estate Planning

May 7, 2019 NJ Law Center 5:00 PM- 9:00 PM

Includes a 240 + page book, with sample forms, documents & checklists! and light dinner

Authors

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

-MARTIN A. SPIGNER, ESQ. Law Office of Martin A. Spigner, Cranbury

-KENNETH A. VERCAMMEN, ESQ. Co-Chair, ABA Estate Planning & Probate Committee, Past GP Solo Section Attorney of the Year

Past NJSBA GP Solo of the Year Edison, NJ

Elder law continues to offer the legal profession a booming opportunity for growth. As your current clients continue to grow older, you need to position yourself to be able to offer them and their families the legal services required by the elderly in today’s society. Or, you may be looking for lucrative areas in which to expand your current practice, including administering their estates.

This practical book is designed to provide the nuts and bolts of elder law practice & estate administration practice to general practitioners and young lawyers, as well as to more experienced lawyers seeking to expand into this field.

May 7, 2019

Sale: $42.00 USD

http://tcms.njsba.com/personifyebusiness/public_web_prod/TOCS/s0159.18toc.pdf

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 Authorization for Release of Financial Records and Information 189

Index to Vercammen downloadable materials

ABA Wills and Probate Book Kenneth Vercammen, Esq.

Elder and Probate Forms Additional Forms
Will Forms
Articles

Form Letters

Financing Nursing Home Care in New Jersey PowerPoint Presentation
William P. Isele, Esq.

Nuts & Bolts of Elder Law and Estate Administration Martin A. Spigner, Esq.

Why Do Estate Tax Planning?
The Survivor’s Choice (Disclaimer) Trust or the Unified Credit

Trust or No Trust; Are They Still Needed? 207 Irrevocable Life Insurance Trust 212 Gift-Giving 212 Intentionally Defective Grantor Trust (“IDGT”) 213

How the IDGT Works 213 Rev. Rul. 2004-64 215 IDGTs vs. GRATs 215

The Executor Basis Reporting Rules – Form 8971 216

Transferring Assets or Step-Up in Basis 217 -------- -

For additional supplemental material and a complimentary copy of the PDF E-Book version of this reference manual, please visit NICLE.com and click on "Your Portfolio."

[see downloadable material]

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191

207

207

Irrevocable Life Insurance Trusts
Martin A. Spigner, Esq. 219

Introduction 219 Irrevocability 219 Payments of Premium; Crummy Powers 220 Limiting Right of Withdrawal 220 Trustees 221 Administration of the Trust; Taxes; Fees 221 Spendthrift Provisions 222 Execution of Trust 222 Post-Execution 222 Attachments

Sample Living Will With POA for Health Care 225 Sample Durable General Power of Attorney 233 Sample Irrevocable Trust 239 Sample Revocable Living Trust 255 Sample Client Supplemental Needs Trust 279 Sample Survivorship Life Insurance Irrevocable Trust 291 Sample Affidavit of Trustee Appointment 300 Sample Client Memo (Executor) 301 Summary: Tax Cuts and Jobs Act of 2017 309 New 2019 Federal Estate and Gift Tax Rules 313

About the Panelists... 315

$137-$180.00 Superior Court Judges can attend for free

General Tuition, reduced fee for NJSBA Elder & Disability Law Section and NJSBA Young Lawyers Division
 [Free for Superior Court Judges and Law students]

Seminar # ICELD015918

https://tcms.njsba.com/PersonifyEbusiness/Default.aspx?TabID=1699&productId=13775317

https://www.facebook.com/events/133951353975842/

NJSBA Member Price is reduced – To qualify for this reduced price, you must provide your NJSBA Member# at the time you place your order. If you place your order without providing your NJSBA Member#, you will be charged the regular price.

More details contact New Jersey Institute for Continuing Legal Education 
The non-profit continuing education service of 
The New Jersey State Bar Association Constitution Square, New Brunswick, New Jersey 08901-1520 
Phone: (732) 214-8500 CustomerService@njicle.com

Law students can attend for free, without materials

NJ Law Center

One Constitution Square

New Brunswick, NJ 08901

NJ CLE INFORMATION: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.6 hours of total CLE credit. Of these, 1.2 qualify as hours of credit for ethics/professionalism.


Presented in cooperation with the NJSBA Elder & Disability Law Section and NJSBA Young Lawyers Division

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