There are three basic estate planning documents in New Jersey – a will, power of attorney and health care directive. Trusts have become more popular due in part to a surge in online marketing on why clients need a trust in addition to a will. Should our clients believe everything they read?

This program will explore some of the common reasons clients give for wanting a trust. The seminar will separate fact from fiction about what a trust can accomplish over a will. Speakers will take a deep dive into the most common type of trust – the revocable living trust.

In this new program, you will learn about contesting a living trust versus a will and whether the notice of probate rules apply to living trusts.

Topics include:

• When do clients need a trust
• How to deal with clients who insist on a trust regardless of need
• Revocable living trusts
• Contesting a living trust and appliable rules

Speakers:
Timothy M. Ferges, Partner, McCarter & English
Adam M. Grenker, Partner, Fox Rothschild
Nicholas W. Keller, Associate, McCarter & English

Please note there is a cost to attend. CLE credits are available.