Written by attorney Kenneth Albert Vercammen

Nuts & Bolts of Elder Law & Estate Seminar 2016

2016 April 18 5:00 PM- 9:00 PM NJ Law Center Includes a 240 + page book, plus CD with sample forms, documents & checklists! and dinner


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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 Materials in 240 page Book provided to all attendees 1 New Client schedule appointment 2 Confidential Will Questionnaire 3 Will bill 4 WILL DRAFT CO 5. Doctor Cert sign POA, will Dr 6 Thank you for Referral 7 POA DRAFT lt 8 AUTHORIZATION FOR RELEASE of Financial Records [NEW DOCUMENT FOR 2015] 9 Referral Out Another Atty fax 10 No rep 11 Recommend Will to Cl 12 Post WILL 13 Client questionnaire end case 14 POA Grantor Now ARTICLES 15 Wills article 16 POA Power of Attorney- article 17 LIVING WILLS article 18 Gay Lesbian No estate planning article 19 Letter of Instruction article 20 Remove Executor 21 Alzheimer, POA Guardianship 22 ANSWERS to Questions Probate 23 Estate Planning 10 Ideas 24 Executor Duties 25 Prenuptial Ag 26 Undue Influence article OTHER FORMS & INFORMATION 27 Attorney- Client Confidentiality 28 Pick up Docs 29 Executor to Pay and Notify Creditors REVISED 30 NJlaws website & articles 31 Trusts 32 Caveat to Will 40 INTESTACY Article 41 If no Will article 42 Probate Release Refund Bond 43 Lincoln 17- no charge 44 Guardianship bill 45 RETAINER Probate ESTATE 46 WILL - sign front notary 47 Confidentiality Lt to Client 48 Elective Share of Spouse 49 Will Signing 50 ABA Aging and Law Networking Call March 2014 Call Notes 51 WINTER 2014 Estate Planning Probate Report Solo GP ABA55 SPRING 2014 Estate Planning Probate Report Solo GP ABA56 Free Office Space for Attorney

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