Webcast- Trust Me: Trust Drafting Fundamentals that Stand the Test of Time

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- Event Details

Closed

Format/Skill Level:

Webinar

Location:

Online

Date:

March 23, 2021

Time:

9:00 AM - 12:35 PM ET

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List Price: $169.00 USD

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Tuition - NJSBA Members:

NJSBA Member Rate: $139

NJSBA Section Member Rate: $139

General Tuition:

General Tuition: $169

Live Webcast
All webcasts will use the Zoom meetings platform - you can prepare for the webcast by downloading the Zoom meetings app.

Live...

Tuition - NJSBA Members:

NJSBA Member Rate: $139

NJSBA Section Member Rate: $139

General Tuition:

General Tuition: $169

Live Webcast
All webcasts will use the Zoom meetings platform - you can prepare for the webcast by downloading the Zoom meetings app.

Live CLE Credit Requirement Suspended
Effective immediately, the New Jersey Supreme Court has suspended the live credit requirement for continuing legal education credits. Until further notice from the Court, all twenty-four credit hours for the compliance period may be fulfilled via live webcasts, webinars and other alternative verifiable formats

Moderator/Speaker:

Joshua F. Cheslow, Esq.
Drescher & Cheslow, P.A., Manalpan

Speakers include:

Timothy M. Ferges, Esq.
McCarter & English, LLP, Newark

Mark R. Friedman, Esq.
Friedman Law, Bridgewater

Ahsen S. Janjua, Esq.
Shiliwala, Janjua & Kaleem, LLC, Somerville

Michael Poreda, Esq.
Wronko Loewen Benucci, Somerville

Stacey Valentine, Esq.
Avelino Law, LLP, Summit

About The Program:

Never drafted a trust before and want to know how? This practical program will give you what you need to know so that you can confidently provide your clients with well-drafted asset planning instruments. Learn the essentials of drafting a variety of trusts and how to determine which type of trust is best for your clients’ particular needs. This course may also serve as an excellent refresher for more experienced practitioners or those who haven’t drafted a trust in a while.

An experienced panel of Trusts and Estates practitioners will share with you their tips so you can build a strong foundation for trust drafting in today’s ever-changing estate planning environment. Learn the latest in the tax and trust laws and the correct language to ensure you draft the best trust you can.

Leave this program with the tools, skills and knowledge necessary to immediately start drafting trusts with confidence and ability. If you’ve ever thought about making trust drafting a part of your practice, this is how you get started!

How To Access Your Webcast or Webinar

On Our Website: After you register for this program, simply click on "Your Portfolio" in the menu bar on the top of every page (you must be logged in) to access your webinar/webcast login instructions, CLE forms, and program materials.

Via Email: An email containing access information will also be sent to the primary email address we have on file for you. If you do not receive the email, please follow the instructions above to login under "Your Portfolio".

Among the topics the panel will cover are:
•	Basics of trust drafting and using trusts in estate planning—types of trusts and how to choose the best ones for your clients
•	Planning with trusts in the present tax environment—tax implications you need to consider
•	Special needs trusts and Elder Law-- When to use a special needs trust - a type of trust that can protect a disabled person's eligibility for valuable government benefits, often used in conjunction with estate planning, personal injury recoveries, divorce settlements and other situations where a person with disabilities would receive moneys.
•	Uniform Trust Code—How it impacts your drafting
•	Ethics, Diversity and Inclusion in Trusts and Estates— including working with clients with disabilities, Islamic estate planning and working with Muslim clients; and working with LGBTQ clients.
•	Your questions and answers

CLE Credits:

NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4.0 hours of total CLE credit. Of these, 1.0 qualify as hours of credit for diversity and inclusion,

NJ CLE(Intermediate):	This program has been approved for 4.0 credits (50 minute hour), including 1.0 diversity and inclusion credit.
PA CLE:	2.5 substantive and 0.5 ethics credits pending (12 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (nt):	3.0 professional practice credits and 1.0 diversity and inclusion credits
CPE:	3.0 taxation and 1.0 professional ethics credits

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Would you like to fax your registration to us? Click here for PDF registration form.
Group Registrations: Interested in registering a group for this program? Click here for a PDF order form.
CANCELLATION POLICY: If you register & cannot attend, please notify NJICLE in writing up to 24 hours before the program to be eligible for a refund (less $20 processing fee) or, use your payment as credit toward another purchase within the next year. (Credit will expire one year from order date.)

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New Jersey Institute for Continuing Legal Education