A Lawyer's Guide to Estate Planning

Events
- Event Details

Closed

Format/Skill Level:

Meeting

Location:

Wilshire Grand, West Orange
350 Pleasant Valley Way West Orange, NJ 07052-2918

Date:

November 17, 2016

Time:

9:00 AM - 12:35 PM ET

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NJSBA & NJSBA Section/Committee members are eligible for
special discounts - login to see your discounted rate for this program.

Presented in cooperation with the NJSBA Senior Lawyers Special Committee

List Price: $170.00 USD

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to see if you qualify for a lower rate.

Members

save $170.00 USD or more

Attend a free financial information session before the program.

Come early, before the start of the program for a free financial information session with financial planner Dion Johnson of AXA Advisors on “Financial Strategies 101: Dollars and Sense” designed specifically for young lawyers. Join...

Moderator/Speaker:
Deirdre R. Wheatley-Liss, Esq., LLM (Taxation) Certified Elder Law Attorney by the ABA approved National Elder Law Foundation Porzio, Bromberg & Newman (Morristown)
Speakers include:
Randi S. Weniger, Esq. Siegel & Bergman, LLC (Morristown)

About the Program:

This comprehensive program is designed to provide you with everything you need to know to effectively plan estates and draft wills in New Jersey. You’ll learn how certain types of estate plans can help your clients, how they work and how best to fund them. You’ll also learn how to go beyond the “I Love You Will” using the “Disclaimer Trust Will”.

This is a unique opportunity to pick up valuable information and practice tips to create estate plans that will fulfill your clients’ goals.

In the end, you’ll walk away with everything you need to know to handle any clients that come your way.

Learn everything you need to know to effectively plan estates and draft wills in New Jersey, including:
•	What they do: - Tax and non-tax advantages and disadvantages - Saving New Jersey and federal estate taxes
•	How to create them: - Drafting techniques - Sample Will Forms
•	How to fund them: - New Jersey and federal disclaimer statutes - Sample disclaimers - Beneficiary designation - Forms of Property Ownership
...and more!

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.
NJ CLE:	This program has been approved for 4.0 credits (50 minute hour)
PA CLE:	3.0 substantive credits pending ($12 fee – separate check payable to NJICLE must be submitted at the end of the program)
NY CLE (t&nt):	2.0 practice management and 2.0 skills credits

Door Registration: $190
INEST006016

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.

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New Jersey Institute for Continuing Legal Education