Get Critical Tools for Shaping Your Clients' Legacies
This no-nonsense introduction to estate planning breaks it down to its key working documents and fundamental steps. Learn how to map out asset transfers during life and distributions in probate, prepare clients for incapacity and nursing home care, and more. Whether you're just getting started or looking for a practical refresher, you'll find our expert faculty's insights helpful. Get the tools and tactics you'll need to ensure your client's estates function as intended. Register today!
Explore the top types of wills and trusts used in the practice, and pick the right one for each client.
Build Medicaid eligibility planning into your overall plans and avoid unintentional tax and creditor exposure.
Prevent POA abuse through wise choice of proxy and careful drafting.
Help clients plan for medical decision-making and diminishing capacity.
Plan for the tax consequences of trusts and other planning techniques and find ways to minimize the tax burden.
Spot common mistakes that will land you in hot water in joint representation of spouses.
Essential Will and Trust Drafting
Gifts, Joint Accounts, Intervivos Transfers, LLCs, IRAs, and Annuities
Special Needs Trusts and Medicaid Planning
Financial and Medical Decision-Making, Guardianships
Kimmo H Abbasi is a wealth planner and estate planning and trust administration attorney at Kimmo Abbasi, Attorney at Law. Mr. Abbasi has extensive experience in trust and estate law. He counsels clients on asset protection, and drafts wills, trusts, special needs trusts and other estate planning instruments for high net worth individuals, families and business owners. He also counsels business owners on the formation of corporations and limited liability companies, including the drafting and creation of organizational documents such as bylaws and operating agreements. Throughout his years of practice, Mr. Abbasi has developed an extensive network of financial planners, insurance agents and mortgage brokers, in order to provide the most complete and robust service to his clients. He received his B.A. degree from Rutgers University, his J.D. degree, cum laude, from New York Law School, and his LL.M. degree from Georgetown University School of Law.
Daniel Del Collo III 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 provided 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.
Daniel J Jurkovic is a solo practitioner located in Rutherford, New Jersey, whose practice is concentrated in the areas of elder law, guardianship, disability planning, and estate planning. He has been granted the title of certified elder law attorney by the National Elder Law Foundation. This certification has been approved by the New Jersey Supreme Court and accredited by the American Bar Association. Recently, Mr. Jurkovic represented the Guardianship Association of New Jersey, Inc. (GANJI) and the National Academy of Elder Law Attorneys-N.J. (NAELA-NJ) as amicus parties before the New Jersey Supreme Court in the matter of Thomas Saccone v. Board of Trustees, Police and Fireman's Retirement System, and previously served as lead attorney on the amicus curiae brief submitted to the New Jersey Supreme Court in the matter of In Re Keri. Mr. Jurkovic earned his B.S.B.A. degree from Thomas Edison State College, his M.S. degree in labor relations from Cornell University and Baruch College, and his J.D. degree, and a certificate in health law policy, from Pace University School of Law.
Jonathan Kukin is a principal in the law firm of Winne Banta Basralian & Kahn, P.C. Mr. Kukin has practiced exclusively in the tax planning area since 1987. He represents small and mid-size companies, particularly entrepreneurs, with a specific focus on family-controlled closely-held businesses. Mr. Kukin has also handled real estate commercial leases for growing companies. His legal expertise includes corporate planning, corporate transactions, charitable planning, and comprehensive estate planning. He has negotiated many transactions on behalf of professional and commercial clients. Mr. Kukin lectures frequently on estate planning for high net-worth individuals, Medicaid planning for senior citizens, and business planning for new and experienced business owners; and is a frequent in house lecturer for many accounting and financial planning firms. He received his J.D. degree from Cardozo School of Law and his LL.M. degree in taxation from New York University. Mr. Kukin is admitted to practice in New Jersey and New York.
Kevin F Murphy is a member of the Roseland law firm of Lum, Drasco & Positan, LLC, where his main areas of practice are taxation, limited liability companies, estate planning, trusts and estates, ERISA, employee benefits, and nonprofit organizations law. Mr. Murphy has lectured to various professional groups on tax topics, and he is an adjunct professor at Fairleigh Dickinson University in the M.S. tax program. He is a member of the New Jersey State (member, Taxation, Employee Benefits, Real Property, Probate and Trust Law sections) and American (member, Taxation and Employee Benefits sections) bar associations; and the Northern New Jersey Estate Planning Council. Mr. Murphy earned his B.B.A. degree from the University of Notre Dame and his J.D. degree from Seton Hall University.
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