NJ Specific

Trusts, Estates & Probate

4.69

Step-by-Step Guide to Drafting Wills and Trusts in New Jersey

Credits Available
Credit Status Total
North Dakota CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
5 hours 57 minutes
Eric Feldhake
Daniel Del Collo
Thomas Begley
I. Richard Ploss
With Eric A. Feldhake from Kulzer & DiPadova, P.C. + 3 others
Recorded November 07, 2024
Product ID 99197

Buy This Course

Course Includes
$489

OnDemand Video

Video Download

Course Book Download

or
Upgrade to Unlimited CLE and Get This Course
$129/month
All Inclusive CLE subscribers save an average of $3,000/year on CLE costs.

Overview

Complete With Essential Sample Forms, Tax Tactics, and Troubleshooting Solutions

Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today!

  • Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power.
  • Stave off conflicts of interest with a clear determination of who your client is from the start.
  • Learn how to deal with interested relatives who want to be present at all the planning meetings.
  • Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option.
  • Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job.
  • Give each provision full power with precise word choices - get sample forms to speed up the process.
  • Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned.
  • Anticipate key tax issues, including individual income tax planning and trust taxation.
  • Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation.
  • Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.
  • Learn how to verify and document the testator's competency to close the door on any potential will contests.

Abbreviated Agenda

  1. Key Elements of Effective Wills
  2. Trusts as Alternatives to Wills
  3. Basic Tax Concerns
  4. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions
  5. Planning for Unmarried and Remarried Couples
  6. Ethics

Related Topics

Product ID 99197

Credit Details

Credits Available
Credit Status Total
North Dakota CLE Approved 6 Total
New Jersey CLE Approved 7.2 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in

  1. Key Elements of Effective Wills

    1. Establishing Statutory Framework
    2. Types of Wills
    3. Verifying and Documenting the Testator's Competency
    4. Beneficiary Designations in Retirement Plans and Life Insurance
    5. Pension Distributions During and After Life
    6. Titling Assets
    7. Designating Fiduciaries
    8. Planning for Disabled Children
    9. Sample Will Verbiage
    10. Sample Forms
    11. Updating Will Documents

  2. Trusts as Alternatives to Wills

    1. When to Recommend a Trust Over a Will
    2. Types and Functions of Trusts
    3. Selecting Trustee(s)
    4. Choosing Trust Situs
    5. Trust Funding Basics
    6. Sample Forms

  3. Basic Tax Concerns

    1. Get Updated on Changing Legislation and Case Law
    2. Federal Estate and Gift Tax Update
    3. Assess the Impact of the State Estate Tax
    4. Individual Income Taxes - Issues You Need to Look At
    5. Generation Skipping Transfer Tax - Recent Changes
    6. Trust Taxation Basics
    7. Disclaimer Trusts
    8. Crummey Powers and the IRS
    9. Frequently Asked Questions About Fiduciary Taxes
    10. Tips for Calculating Tax Deductions
    11. Why a Comparison to Neighboring States' Taxes is Important

  4. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions

    1. Basic Medicaid Planning
    2. Long-Term Care Options and Planning in a Nutshell
    3. Advance Medical Directives
    4. Powers of Attorney
    5. DNR Orders and Organ Donation Considerations

  5. Planning for Unmarried and Remarried Couples

    1. Pre- and Post-Marital Agreements
    2. Planning for Children From Previous Marriage(s)
    3. Estate Planning for Same Sex Couples

  6. Ethics

    1. Defining Who Your Client Is From the Start
    2. Handling Clients With Diminishing Mental Capacity
    3. Lawyers Acting as Fiduciaries
    4. Practicing Before the IRS
    5. Conflicts of Interest

Who Should Attend

This basic level online seminar offers foundational will and trust drafting skills that will benefit:

  • Attorneys
  • Paralegals
  • Trust Officers and Personal Representatives
  • Estate Planners
  • Accountants and CPAs
  • Tax Professionals

Speakers

Eric A Feldhake
Eric A.
Feldhake
Kulzer & DiPadova, P.C.
Daniel Del Collo III
Daniel
Del Collo, III
The Law Office of Daniel Del Collo III
Thomas D Begley III
Thomas D.
Begley, III
Thomas D. Begley III, LLC
I. Richard Ploss
I. Richard
Ploss
Speaker bio
Eric A Feldhake

Eric A. Feldhake

Kulzer & DiPadova, P.C.
Eric Feldhake

is a shareholder with the law firm of Kulzer & DiPadova, P.C., where his areas of practice include estate and tax planning, administration, litigation, and real estate and business transactions. He is licensed to practice in the state of New Jersey, and the Commonwealth of Pennsylvania; and before the U.S. Tax Court and U.S. Supreme Court. Mr. Feldhake is also a member of the American, New Jersey State, Camden County, Burlington County and Cape May County bar associations. He is an adjunct instructor of legal and financial aspects of entrepreneurship at Rowan University, and was an instructor of taxation at the Judge Advocate General Corps' LL.M. Graduate Program. He is a retired Officer in the U.S. Army and Naval Reserves, and Pennsylvania and Indiana National Guards, where he served for 32 years. Mr. Feldhake earned his B.S. degree from Indiana University, his M.B.A. degree from the Temple University Fox School of Business, and his J.D. degree and LL.M. degree in taxation from Temple University School of Law.

View full profile
Speaker bio
Daniel Del Collo III

Daniel Del Collo, III

The Law Office of Daniel Del Collo III
Daniel Del Collo

is the owner of The Law Office of Daniel Del Collo III, where he concentrates his practice in the areas of estate planning, estate administration and elder law, including the drafting of wills, trusts and special needs, guardianships, Medicaid planning, powers of attorneys, and advanced medical directives. His elder law clients also call upon him to handle personal injury, real estate and business law matters. Mr. Del Collo also provides counsel to individuals and families with loved ones suffering from varying types and degrees of dementia, such as Alzheimer's, Parkinson's, Huntington's and other neurological diseases. He earned his B.A. degree from Haverford College and his J.D. degree from Rutgers School of Law-Camden.

View full profile
Speaker bio
Thomas D Begley III

Thomas D. Begley, III

Thomas D. Begley III, LLC
Thomas Begley

is the president of Thomas D. Begley III, LLC, where he concentrates his practice in the areas of estate and tax planning, estate administration, small business representation, elder law, and probate litigation. Mr. Begley is a certified elder law attorney (CELA) as accredited by the National Elder Law Foundation. He is an accomplished author and lecturer. Mr. Begley is a member of the New Jersey State Bar Association (former director of the Elder Law Section) and the Burlington County Bar Association (former chair of the Estate Planning and Probate Committee). He is admitted to practice in New Jersey and Pennsylvania. Mr. Begley earned his B.A. degree from Georgetown University College of Arts and Sciences and his J.D. degree from Georgetown University Law Center.

View full profile
Speaker bio
I. Richard Ploss

I. Richard Ploss

I. Richard Ploss

is counsel to Porzio, Bromberg & Newman, P.C., and a member of the firm's trusts and estates department. He concentrates his practice primarily on estate planning for high net worth individuals and their businesses, estate administration, probate litigation and fiduciary income taxation in New Jersey and throughout the east coast. Mr. Ploss has extensive experience advising individual clients in the areas of wealth transfer planning and the preparation of estate planning documents. He is a certified public accountant (CPA) in the state of Georgia, a certified financial planner™(CFP®) and a professional registered trust and estate practitioner (TEP). Mr. Ploss frequently publishes articles and speaks on trust and estate matters. He currently serves as an adjunct professor, teaching trusts and estates at the University of Maine Law School. Mr. Ploss has previously taught classes in estate planning at Boston University, Fordham University, Fairleigh Dickinson University and Georgetown University. He is a member of the American Bar Association (member, Real Property and Trust Law Section), Boston Estate Planning Council, Northern New England Financial Planners' Association and the Society of Trusts & Estates Practitioners (STEP), Boston, Massachusetts Chapter. Mr. Ploss earned his B.S. degree from Bucknell University, his M.B.A. degree from Tulane University, his A.B. Freeman School of Business, and his J.D. degree from Emory University School of Law.

View full profile

TOP FAQs

How do I access my courses?
Courses are available within your account. Simply login to your account and click on My Courses. If you require additional assistance please call our Customer Service Department at 800-930-6182.
Do you have options for attendees who are deaf or hard of hearing?
Closed captioning is available for all Live Webinars. After you've joined the event room, you can enable closed captioning by clicking the "cc" button in the lower right of the player.
What happens if my course is cancelled?
In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
Will I receive a certificate of completion?
Yes, we'll email you a certificate of completion and store in your account for any future reporting needs.
Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

Have more questions? Please Contact Us