Estate Planning for Middle Income Individuals and Families

Category: On Demand

Member Price: $200

Non-Member Price: $250

Product Code: ON086623

Areas of Law: Estate Law

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 (Full Credits Available: NJ General: 4.0).
NY CLE (t&nt):NY Professional Practice Non-Transitional: 4.0
PA CLE:PA Substantive Credit: 3.0
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.
Faculty

Keynote

Moderator

Presenters

Andrew C. Egan, Esq.
Bressler Amery & Ross PC, Florham Park
Mark R. Friedman, Esq.
Friedman Law, Bridgewater
practices 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.
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nAdmitted 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).
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nMr. 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.
n(9/23)
Thomas R. Szieber, Jr., Esq.
Thomas R. Szieber, Jr., Esq., Morristown
Stacey M. Valentine, Esq.
Avelino Law, LLP, Morristown
is a Partner in Avelino Law, LLP with offices in Summit, New Jersey, and New York City, and co-leads the Trusts and Estates Practice Group. With a practice encompassing all aspects of trusts and estates law, she handles income, estate, inheritance, gift, and generation-skipping transfer tax issues, and helps clients maximize the benefits of charitable giving. Ms. Valentine assists estate and trust beneficiaries and fiduciaries in enforcing their rights and adhering to their obligations in the event of a dispute, and serves as legal counsel to numerous financial institutions and corporate trustees, assisting those entities in the implementation of their fiduciary duty while addressing the risks inherent to the role of executor or trustee. She also advises clients in general corporate matters arising in closely-held family businesses and has experience working with individuals with special needs.
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nMs. Valentine is admitted to practice in New Jersey and New York. She is a member of the New Jersey State, New York State and Morris County Bar Associations, and the Board of the Estate Planning Council of Northern New Jersey. She has also sat on the Board of the Women’s Association for the Morristown Medical Center and the Young Professionals Board of Eva’s Village.
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nMs. Valentine received her B.A., magna cum laude, from Colgate University and her J.D., cum laude, from Washington & Lee University School of Law.

Estate planning is a necessity for more than just the wealthy, indeed it can be even more essential for others on the economic scale. 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 they need your services and not just a template from the internet. Register 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 (Or: 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, power of attorney 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 family.
  • 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 – such as disability benefits, special needs trust, and more.
  • Guardianships and appointing a guardian by will.
  • Basics of Medicaid planning.

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