Estate Planning for Middle Income Individuals & Fam.
Date: Oct 13, 2022 9:00 a.m. – 12:00 p.m.
Location: Online
Areas of Law:
Earn up to 4 credits, including 1.0 in Diversity! (More Information)
Keynote
Moderator
Presenters
TOPICS INCLUDE
- The top ways people screw up planning using cheap wills they found on the internet (e.g. why they should pay lawyers more than $49.99)
- Why a “simple will” just won’t cut it including the importance of having a well-rounded estate plan that includes a will, POA and advance directive for health care
- Beneficiary designations on non-probate accounts like IRAs, and why it’s important to make sure it all works together
- Creating trusts for creditor protection and dead hand control
- Estate planning for unique situations outside of the nuclear families
- Small business succession planning issues, and what that looks like if it goes wrong
- Dealing with oddball assets and family heirlooms
- Burial instructions/remains – designated funeral agents
- Planning for cyber assets and social media
- Avoiding future litigation
- Tax considerations
- Life insurance
- Estate planning for parents with special needs children - disability benefits, special needs trust, etc.
- Guardianships, appointing a guardian by will
- Basics of Medicaid planning
Important Information About Our Events, Meetings, and More:
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Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:
- The “My Links” section at the top of our website for in-person or online events
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Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/