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Continuing Legal Education
Live CLE | Estate Planning Basics
Building an estate plan with a client is a rewarding but oftentimes complicated practice.
From your first meeting with the client until the plan is completed, your skill set must be at its sharpest to ensure your client’s financial and personal interests are carried out without complication.
This CLE is designed for attorneys who are new to estate planning, and our experienced speakers will guide you through the entire estate planning process, passing on valuable tips along the way.
The following Key topics will be discussed:
- Drafting Fiduciaries, Forms and Clauses
- Living Trusts (Revocable vs. Irrevocable)
- Funding a Trust
- Probate Basics
- Potential Tax Pitfalls (Estate, Gift, Marital Deduction, etc.)
- Financial/Medical Power of Attorney
- Advance Health Care Directives
- Wealth Transfer Charitable Tax Deduction
08:15 – 08:45 |
Registration |
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08:45 – 09:15 |
Essentials of Attorney/Client Relations |
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• Client Interview |
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09:15 – 10:15 |
Understanding Wills and Trusts |
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• Non-Tax Reasons for Having an Estate Plan |
10:15 – 10:45 |
Basics of Probate |
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• What’s Included (Non-probate transfers, holding title, life insurance, employee benefits, annuities, business assets) |
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10:45 – 11:15 |
Potential Tax Pitfalls |
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• Estate & Gift Taxes |
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11:15 – 11:30 |
Break |
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11:30 – 12:00 |
Preparations for Incapacity |
• Financial/Medical Powers of Attorney |
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12:00 – 12:15 |
Charitable Giving Considerations |
• Wealth Transfer Charitable Tax Deduction |
CLE Course Speakers: |
Carl G. Archer |
Attorney Carl G. Archer
Maselli Warren, P.C. - Hamilton, NJ
Carl G. Archer, Esquire is a graduate of Rutgers University School of Law-Camden and previously served as law clerk to the Honorable Edward M. Coleman, P.J.Cr. Carl practices out of Hamilton, NJ, where he represents clients in estate planning matters, elder law issues, Medicaid planning, and estate administration, Carl maintains an active consumer bankruptcy practice while also advising small businesses in all stages of their development, ranging from formation to dissolution. He was recently named a Super Lawyers Rising Star for 2012 in the area of Elder Law and Estate Planning.
Carl graduated from Rutgers College with a degree in linguistics, and while in law school received the American College of Trusts and Estates Counsel Award for his scholarship in trusts and estates.
Carl currently serves as the Corporate Board President and General Counsel for New Jersey Hugh O'Brian Youth Leadership, a New Jersey nonprofit organization committed to instilling values of leadership development and community service in high school sophomores through the State. He lives in central New Jersey with his wife.
Live CLE • Estate Planning Basics
February 9, 2012 • New Brunswick, NJ
Credits:
Total NJ Cle credits: 3.25 Hours
This program is pending approval by the Board on Continuing Legal Education of the Supreme Court of New Jersey.
Location:
Hyatt Regency New Brunswick
Two Albany Street
New Brunswick, NJ 08901
Time:
Start 08:45 AM – Finish 12:15 PM
Tuition:
$200 First Registrant
Add Associate $100 dollars*
Add Paralegal $100 dollars*
$125 Young Lawyers - Under 4 years acceptance to the Bar.**
*Young Lawyers with under 4 years acceptance to the Bar may use the coupon code YL75 to receive the $75 discount when checking out.
**Discounts can not be combined.
Pre-Order Audio:
Can't attend? Pre-order audio now.
Receive a copy of the complete audio recording of this live CLE along with the Power Point and materials. (Audio recordings are made available approximately 2 weeks after completion of the live CLE.)
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