Fundamentals of New Jersey Estate Planning
Wednesday, October 8, 2014 | 9:00 AM EDT - 12:00 PM EDT
Registration for this program is now closed. Please see the full listing for upcoming IPE programs. |
This nuts-and-bolts program is a must for any attorney new to handling estate planning . The speakers will take you through the process of estate planning from start to finish. Topics include:
• Discussion of wills, fiduciaries, intestate distribution, related statutes
• Notice of Probate, probate process
• Original Will, Holographic Will, documents intended as wills
• Probate v. non probate property,
• Pour over Will, revocable trust, QTIP trusts
• Powers of Attorney –limited, general, durable, springing
• Disclaimers, Disclaimer Trusts, Digital Assets, Pot Trusts
• Gifts, Medicaid rules, look back period, advanced directives
FACULTY:
Donald P. Craig, Esq., Of Counsel at Archer & Greiner, P.C., focuses on Estate Litigation , including disputes between fiduciaries and beneficiaries, guardianship matters and accountings.
Ryan P. Flynn, Esq., Financial Advisor at Morgan Stanley Wealth Management - The VanDusen Epstein Group
Tara Zane, Esq., Associate in the Estate and Trust Services Department of Archer & Greiner, P.C., focuses on estate planning, estate and trust administration, and estate and trust litigation.
REGION:
Central New Jersey
Southern New Jersey
Philadelphia Metro Area
LOCATION:
Rutgers School of Law - Camden
217 North 5th Street
Camden, NJ 08102
CREDITS:
CLE: NJ: 3.3 | NY: 3.0 | PA: 2.5
PROGRAM TYPES:
Newly Admitted Lawyers Course
SUBJECT AREAS:
Estate Planning
Registration for this program is now closed. Please see the full listing for upcoming IPE programs. |