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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

Speakers: -KENNETH A. VERCAMMEN, ESQ. WILLIAM P. ISELE, ESQ. MARTIN A. SPIGN ADAM DUBECK, Esq.

Additional resources provided by the author

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
33NJWillsProbateLaw.com
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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