Estate Planning for Middle-Income Individuals and Families
Category: On Demand
Member Price: $208
Non-Member Price: $260
Product Code: ON086624
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, including 1.0 in Diversity (Full Credits Available: NJ Advanced Diversity: 1.0, NJ General: 3.0). |
| NY CLE (t&nt): | NY Diversity Non-Transitional: 1.0, NY Professional Practice Non-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. |
Faculty
Keynote
Moderator
Presenters
- Stacey M. Edwards, Esq.
- Founder, Edwards Estate & Elder Law, Watchung
- 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.
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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) - Constantina Koulosousas, Esq., CELA
- The Wacks Law Group, LLC, Whippany
- 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:
- 9:00 | Basics of estate planning, wills, powers of attorney, advance directives for healthcare, trusts and basics on taxes - Stacey M. Edwards, Esq.
- 9:40 | Business succession planning for small businesses and family businesses - Joy Matak, Esq.
- 10:20 | Break
- 10:35 | Estate planning for families with special needs, special needs trusts and basics of elder law - Mark R. Friedman, Esq.
- 11:05 | Estate litigation, basic causes of action, when someone might have a claim and how to avoid litigation - Andrew C. Egan, Esq.
- 11:45 | Estate planning with international clients: Estate planning when someone may not be a US citizen, planning for people with assets outside the US, estate administration when beneficiaries are outside the US, cultural competency working with immigrants, first generation Americans, people who may not speak English fluently and more - Mark R. Friedman, Esq. and Constantina Koulosousas, Esq., CELA
- 12:35 | Adjourn