Estate Planning for Middle Income Individuals and Families
Date: Nov 20, 2024 9:00 a.m. – 12:35 p.m.
Location: Online
Member Price: $177.00
Non-Member Price: $209.00
Section Price: $0.00
Areas of Law: Estate Law
Earn up to 4 credits! (More Information)
Keynote
Moderator
Presenters
- Andrew C. Egan, Esq.
- Bressler Amery & Ross PC, Florham Park
- Mark R. Friedman, Esq.
- Friedman Law, Bridgewaterpractices estate planning, elder law and special needs law with Friedman Law in Bridgewater, New Jersey. His work includes creating special needs trusts for disabled clients so litigation proceedings, child support and other payments will not disrupt public benefits; helping seniors plan to prevent long-term care costs from wiping out their savings; and estate planning in first marriages, second marriages and for unmarried clients.
Admitted to practice in New Jersey and New York, Mr. Friedman is Past Chair and former Roundtable Coordinator and Legislative Coordinator of the New Jersey State Bar Association Elder and Disability Law Section. He was Somerset County representative to and Executive Committee member of the NJSBA Young Lawyers, and served on the NJSBA Blue Ribbon Commission on Unmet Legal Needs. Prior to joining the firm Mr. Friedman was a Contributing Editor for The FCPA Blog in Singapore, ROS, where he provided analysis on compliance, corruption and the Foreign Corrupt Practices Act (FCPA). He is the author of articles including “Modern Estate Planning for Same-Sex Couples” (New Jersey Law Journal, October 14, 2013).
Mr. Friedman received his B.A. from Binghamton University, State University of New York, and his J.D. from New York University Law School, where he was selected as an inaugural Fellow with Fellowships at Auschwitz for the Study of Professional Ethics, which sends law and medical students to Germany and Poland to study their profession’s role in the Nazi genocide. He also created the Darfur Victims Project at NYU, leading a team of law students in support of litigation before the International Criminal Court.
(9/23) - Joy Matak, Esq.
- Avelino Law, LLP, Florham Park
Estate planning is a necessity for more than just wealthy individuals. This seminar covers everything you need to know to create effective estate plans for middle-income individuals and families. You’ll also learn how to convince your target client group on the importance of using skilled attorneys for estate planning, instead of a cheap template they found on the internet. Register today and walk away with great practice tips and a working blueprint to create complete estate plans for your clients.
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:
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.
Stay Informed:
Registered participants will be notified of any schedule changes. For updates regarding inclement weather, please check your email or visit NJSBA.com.
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By participating in our events, meetings, or other gatherings, you agree to be photographed and/or recorded. Additionally, all media content captured during these gatherings will become the property of NJSBA. This content, including your image and name, may be used in our future promotional materials without additional consent or compensation.
Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/