Will Drafting Fundamentals Post-Pandemic
Date: Feb 17, 2025 9:00 a.m. – 12:35 p.m.
Location: Online
Member Price: $159.00
Non-Member Price: $199.00
Section Price: $0.00
Areas of Law: Estate Law, Young Lawyers Division
Earn up to 4 credits, including 1.0 in Ethics! (More Information)
Keynote
Moderator
- Judson M. Stein, Esq.
- McCarter & English, LLP, Newark
Presenters
- Lauren M. Ahern, Esq.
- Greenbaum, Rowe, Smith & Davis LLP, Red Bank
- Brian D. Reynolds, Esq.
- Mantell Prince & Reynolds PC, Basking Ridge
- Tara S. Sinha, Esq.
- Witman Stadtmauer PA, Florham Park
- Deirdre Wheatley-Liss, Esq., CELA
- Porzio Bromberg & Newman, Morristown
At some point in their career, almost every lawyer is asked to draft a will, whether for an existing client, relative or friend. While you don’t have to be an expert, you do need a general understanding of the tax laws and options to draft a document that fulfills your client’s wishes. Register today to learn everything you need to know about drafting wills that stand up to even the toughest scrutiny while getting the best results for the clients. You’ll also learn important provisions to included in a will, as well as the procedures required for the proper execution of a will.
This fundamental program is designed for general practitioners, new attorneys and support staff who have little or no experience in will drafting. It will offer a step-by-step look at the will-drafting process, starting with the initial client interview and the ethical considerations to keep in mind. Learn what questions to ask and how to ask them. From there, learn how to decide which options work best for individual clients and get different sample drafting ideas. Finally, discover the proper way to prepare the final document for execution. You’ll see how seasoned estate planning attorneys fashion a will, clause by clause.
Topics include:
- The initial client interview and ethical considerations - Lauren M. Ahern, Esq.
- Sample annotated simple will, including the proper execution of a will - Deirdre R. Wheatley-Liss, Esq., CELA
- Summary of federal and New Jersey death taxes - Judson M. Stein, Esq.
- Basic testamentary estate planning - Brian D. Reynolds, Esq.
- Special situations (e.g. same-sex couples, second marriages, disabled beneficiaries, unmarried cohabitants, family businesses, pets) - Tara S. Sinha, Esq.
- What’s new in will drafting and things you don’t know but need to - Entire panel
Important Information About Our Events, Meetings, and More:
To secure your spot and receive important updates about our events, meetings, and other gatherings, such as schedule changes, remember to register in advance.
Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.
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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/