People don't like to contemplate their own deaths, but they do need to consider what will happen to their assets when they die. Tax issues, medical decisions, and a wide range of planning documents make the process even more complicated. But you can give your clients peace of mind by creating effective wills and trusts that carry out all of their wishes.

Order today to learn the fundamentals of preparing estate planning documents, including wills, trusts, and ancillary documents such as powers of attorney. Discover the pros and cons of using various types of documents, as well as the tax ramifications involved. Tackle the ethical issues related to estate planning, both from the attorney's perspective and from that of the client who must make end-of-life medical decisions. Have the skills and information you need right at your fingertips!

1. Fundamental Principles of Will Drafting
2. Using Living Trusts and Powers of Attorney as Estate Planning Tools
3. Basic Tax Considerations - What You Need to Know in Order to Choose the Appropriate Plan
4. Ethics and Estate Planning
5. Planning Methods to Control Medical Treatment

1. FUNDAMENTAL PRINCIPLES OF WILL DRAFTING
   9:00 - 10:30, Written by Michael Bonfrisco.
   Presented by Michael Bonfrisco in Atlantic City and Regina M. Spielberg in Newark.
   1. Selecting the Vehicle - Initial Advice to the Client
   2. Checklist for Gathering Client Information
   3. The Statutory ABCs: What is Required?
   4. Methods of Designating Fiduciaries
   5. Disinheritance and No Contest Clauses - Will They Stand?
   6. Protective Clauses for Minors, Incompetent Persons and Beneficiaries With Special Needs
   7. Building Flexibility Into the Plan - Checklist of Special Provisions
   8. Practical Pointers With Sample Forms
   9. Developing a Document Preparation System
2. USING LIVING TRUSTS AND POWERS OF ATTORNEY AS ESTATE PLANNING TOOLS
   10:45 - 12:00, Written by Megan E. Thomas.
   Presented by Michael Bonfrisco in Atlantic City and Megan E. Thomas in Newark.
   1. Common Elements in Trust Agreements
   2. The Revocable Living Trust - Why You Should Use It
   3. Disadvantages of Revocable Living Trusts
   4. Sample Pour-Over Will and Living Trust Agreements
   5. Durable Powers of Attorney
3. BASIC TAX CONSIDERATIONS - WHAT YOU NEED TO KNOW IN ORDER TO CHOOSE THE APPROPRIATE PLAN
   1:00 - 2:00, Written by Megan E. Thomas.
   Presented by Douglas A. Fendrick in Atlantic City and Megan E. Thomas in Newark.
   1. Tax Considerations of Drafting Living or Testamentary Trusts
   2. Marital Deduction Planning - Qualifications and Basic Formula Approaches
   3. Estate and Gift Taxes
   4. Generation-Skipping Transfer Taxes
   5. Income Tax - Ramifications of Trusts
4. ETHICS AND ESTATE PLANNING
   2:15 - 3:15, Written by Mary E. WanderPolo.
   Presented by Douglas A. Fendrick in Atlantic City and Mary E. WanderPolo in Newark
   1. Selected Ethical Rules Affecting the Estate Planner
   2. Who's Your Client? Conflict of Interest
   3. Competency - A Word to the Wise
   4. Practice Before the IRS
   5. Attorney Fees
5. PLANNING METHODS TO CONTROL MEDICAL TREATMENT
   3:15 - 4:30, Written by Mary E. WanderPolo.
   Presented by Jamie S. Morgan in Atlantic City and Mary E. WanderPolo in Newark
   1. What a Living Will Can and Cannot Accomplish
   2. Picking Up Where a Living Will Ends - Durable Powers of Attorney for Health Care/Health Care Proxy
   3. Preserving Your Client's Dignity Through the Patient Self-Determination Act
   4. Anatomical Gifts - Making the Difficult Decisions During Life and Upon Death

MICHAEL BONFRISCO is the founder of The Bonfrisco Law Firm, LLC. Mr. Bonfrisco oversees a practice devoted to providing clients with the best in estate planning and administration. As an attorney in private practice in Cherry Hill, New Jersey, he provides extensive estate and tax planning services to individuals and businesses. Mr. Bonfrisco's primary focus is to help clients eliminate taxes, protect their assets, and provide for the security of their loved ones with a well-crafted estate plan. He is an active member of his community, and is well aware of the growing importance of estate planning, dedicating himself to informing the public of the need for careful attention to their specific situations. Mr. Bonfrisco is a frequent speaker on a variety of estate planning topics and regularly presents educational seminars for public and private sectors. He is the author of the book Smart Estate Planning in New Jersey as well as numerous published articles. Mr. Bonfrisco has argued cases before the New Jersey Supreme Court and New Jersey Appellate Division. His experience with estate planning and real estate foreclosures has made him a sought after authority, and he has been quoted by the Associated Press, The Press of Atlantic City, the Starr Ledger, The Courier Post, The Daily Journal of Vineland, The Bridgeton News and South Jersey News online. Mr. Bonfrisco is a current member of the board of governors of the American Academy of Estate Planning Attorneys, and is the only selected member of this organization in the South Jersey area. He is a member of the New Jersey State Bar Association, the Camden County Bar Association (Probate & Trust Committee), the Philadelphia Bar Association and Pennsylvania Bar Association. Mr. Bonfrisco is licensed to practice before the U.S. District Court for the District of New Jersey, the U.S. District Court of the Eastern District of Pennsylvania and the U.S. Supreme Court. He earned his B.S. degree from Rutgers University School of Business and his J.D. degree from Widener University School of Law.

DOUGLAS A. FENDRICK maintains his law office in Voorhees, New Jersey. Mr. Fendrick's practice concentrates in the areas of estate planning, elder law and estate administration. He is admitted to practice in New Jersey, Pennsylvania and before the U.S. Tax Court. Mr. Fendrick is a Certified Elder Law Attorney through the National Elder Law Foundation, an Accredited Estate Planning Specialist through the American Bar Association, and a Certified Public Accountant. He also is accredited by the Veterans Administration to counsel clients regarding veterans benefits. Mr. Fendrick was a former trial attorney with the Office of Chief Counsel, Internal Revenue Service in Philadelphia, Pennsylvania. He earned his B.S. degree, cum laude, from Rider University, his J.D. degree from Rutgers University School of Law and his LL.M. degree from Temple University. Mr. Fendrick is a member of the Camden County and Burlington County bar associations, as well as the South Jersey Estate Planning Counsel.

JAMIE S. MORGAN is an attorney with the Law Offices of Douglas A. Fendrick, LLC, where she is admitted to practice in New Jersey and Pennsylvania. Ms. Morgan has lectured and been an author on issues of estate planning. She is a member of the Estate and Financial Planning Council of Southern Jersey, Philadelphia Estate Planning Council and the Real Property, Probate, and Trust Law Section of the Camden, Philadelphia and Pennsylvania bar associations. Ms. Morgan earned her LL.M. degree from New York University and her J.D. degree from Rutgers University School of Law.

REGINA M. SPIELBERG is a partner with Schenck, Price, Smith & King, LLP and a member of the firm's tax, trust and estates department. Ms. Spielberg concentrates her practice in elder and disability law, estate and trust planning and administration. She is certified as an elder law attorney by the American Bar Association Accredited National Elder Law Foundation. Ms. Spielberg is a member of the National Academy of Elder Law Attorneys (NAELA) Council of Advanced Practitioners. She is a fellow of the American College of Trust and Estate Council (ACTEC) and past chair of the Real Property, Trust and Estate Law Section of the New Jersey State Bar Association. She also is a member of the Elder Law Section of the New Jersey State Bar Association. Ms. Spielberg is a past president of the Greater New Jersey Estate Planning Council and a member of the Estate Planning Council of Bergen County. She has been recognized by NJBIZ as one of New Jersey's top Elder Law Attorneys; by New Jersey Monthly magazine as a top attorney in New Jersey. Ms. Spielberg has co-authored articles for Estate Planning. She is a member of the New Jersey State and New York State bar associations. Ms. Spielberg earned her undergraduate degree from Montclair State College, her M.B.A. degree from Long Island University and her J.D. degree from Rutgers University Law School.

MEGAN E. THOMAS is of counsel in the estates and trusts department of Stevens & Lee. Ms. Thomas concentrates her practice in trust and estate planning and administration. She has extensive experience in estate planning through the use of charitable trusts, private foundations, family partnerships and conservation easements. Ms. Thomas also regularly handles the administration of estates and trusts including Internal Revenue Service audits and related litigation on behalf of corporate and individual fiduciaries. She is a member of the New Jersey State (Real Property and Probate Section) and American bar associations. She earned her A.B. degree at Dartmouth College and her J.D. degree at the University of Pennsylvania School of Law.

MARY E. WANDERPOLO is an attorney at WanderPolo Law, LLC, where her practice focuses on estate planning and probate, special needs law, disability planning and elder law. Ms. WanderPolo is a founding and current member of the Council of Advanced Practitioners of the National Academy of Elder Law Attorneys. She has 20 years of experience in the fields of estate planning, elder law and disability planning. Ms. WanderPolo is certified by the National Elder Law Foundation as a Certified Elder Law Attorney.

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