Will Drafting Fundamentals Post Pandemic

Date: Mar 26, 2024 9:00 a.m. – 12:35 p.m.

Location: Online

Member Price: $177

Non-Member Price: $209

Event Code: I058124

Areas of Law: Estate Law

Earn up to 4 credits, including 1.0 in Ethics! (More Information)

Faculty

Keynote

Moderator

Judson M. Stein, Esq.
McCarter & English, LLP, Newark

Presenters

Lauren M. Ahern, Esq.
Greenbaum, Rowe, Smith & Davis LLP, Lincroft
Brian D. Reynolds, Esq.
Mantell Prince & Reynolds PC, Basking Ridge
Tara Sinha, Esq.
Witman Stadtmauer PA, Florham Park
Deirdre Wheatley-Liss, Esq., CELA
Porzio Bromberg & Newman, Morristown

Almost every lawyer drafts a will at some point in their career, 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 you should consider to fulfill your client’s wishes.

Register today to learn everything you need to know to draft wills that withstand even the toughest scrutiny and get the best results for the clients. You’ll also learn important provisions that need to be included in a will, along with 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 and need a step-by-step guide through the process. It starts with the initial client interview and the ethical considerations you need to keep in mind while conducting it. 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.

Plus: Download a comprehensive handbook to help you draft and execute rock-solid wills.

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 Sinha, Esq.
  • What’s New in Will Drafting and Things You Don’t Know You Need to Know - Entire panel

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 4 hours of total CLE credit, including 1.0 in Ethics (Full Credits Available: NJ Ethics: 1.0, NJ General: 3.0, NJ New Admit Estate Planning: 4.0).
NY CLE (t&nt):NY Ethics Transitional: 1.0, NY Professional Practice Transitional: 3.0
PA CLE:PA Ethics Credit: 0.5, PA Substantive Credit: 2.5
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

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/

 

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