Common Estate Planning and Family Issues for Military Personnel

(899 Ratings)

Produced on: February 23, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 91 minutes
Difficulty Beginner

Though less than 0.5% of the population serves in the armed forces, serving is a commitment not only for servicemembers, but also for their families and dependents. For military families, separation can often last for long periods of time.  Servicemembers are on duty 24/7, need to be ready to depart at a moment’s notice, and therefore benefit greatly from having an organized estate and all of their affairs in order.   

 

Attorneys Michael Brusca and Robert Morris will help viewers understand the issues in estate planning for military personnel, as well as show them how utilize the tools available to military families, both of which are critical in order to best serve these deserving clients.   

 

Learning Objectives:

I.     Identify the basic documents available for lifetime and estate planning

II.    Recognize the impact of separation and divorce on an estate plan 

III.   Utilize guardians and other alternatives 

IV.   Understand estate planning and estate/inheritance taxation issues for servicemembers/families 

V.    Grasp the basic issues involved in Special Needs Planning 

VI.   Comprehend the USERRA and SCRA

 

 

Faculty

Michael A. Brusca

Davis & Brusca

Since 2009, Michael has focused the majority of his practice on representing vulnerable people and their families when there is abuse or neglect in nursing homes, assisted living facilities, group homes, and hospitals.

Michael knows how to go to trial when necessary. He was lead counsel on the Estate of Mary Dwyer v. Harborview, the largest nursing home verdict in the state of New Jersey – a $13.2 million dollar verdict in Hudson County. He received great training serving as an Air Force Judge Advocate, where he tried many cases all over the world in the United States, Japan, Qatar, and Kuwait.

As a specialist, he regularly lectures around the country and teaches other lawyers how to prosecute these claims. He’s been published many times, including in the New Jersey Law Journal and the national attorney magazine Trial.

Having lost his own family members in institutions, Michael has a certain level of understanding with all of his clients. He knows first hand what it’s like to see someone you care about struggling, and brings a specific passion to his work.


Robert F. Morris

Stark & Stark

Robert F. Morris is a Shareholder in the Trusts & Estates Group of Stark & Stark. Mr. Morris’ practice focuses on the areas of estate planning, wills, trusts and probate. Mr. Morris has substantial experience in drafting sophisticated estate planning documents including complex wills, insurance trusts, personal residence trusts, and grantor trusts. He provides counsel to both fiduciaries and beneficiaries in all aspects of trust, probate and estate administration, including the litigation of contested estates and trusts. Mr. Morris’ estate planning practice also includes business succession planning, partnership agreements, and limited liability operating agreements. Mr. Morris’ real estate practice focuses upon contracts and leases for real property, particularly as they relate to estate planning issues. 

 

Mr. Morris is the founder and current chair of the Mercer County Bar Association, Estate Planning & Probate Committee.  He is a frequent lecturer on estate planning and probate issues at civic and Bar organizations.  For four years following law school, Mr. Morris served in the U.S. Army Judge Advocate General's Corps and was assigned to the Army Armor Center, Fort Knox, Kentucky. 

 

Education

  • J.D., Vanderbilt University Law School, 1997
  • B.S., University of Pennsylvania, Wharton Business School, 1994
    • cum laude

     

    Bar Admissions

    • New Jersey
    • New York
    • District of Columbia

     

    Professional Organizations

    • Mercer County Bar Association 
    • Founder and Chair, Estate Planning & Probate Committee

     

    Community Organizations

    • Free and Accepted Masons in Princeton

     

    Press Placements

    • "Who Gets Your Stuff When You're Dead?" U.S.1: Survival Guide. September 18, 2013.
    • "Helping Clients Mitigate Real Estate Fraud." New Jersey CPA. Jan.-Feb. 2010 ed.
    • "Highlights of Recent Changes in Federal and State Law Related to Estate Planning and Probate." Mercer County Lawyer. August 2010.

     

    Speaking Engagements

    • “Reclaiming Your Inheritance – New Jersey Estate Litigation.” Stark & Stark Webinar. January 2015.
    • “Prepare for Tomorrow by Acting Today: Tips for Ensuring a Successful Estate Plan.” Stark & Stark. June 10, 2014.
    • “Prepare for Tomorrow by Acting Today: Tips for Ensuring a Successful Estate Plan.” Stark & Stark. April 30, 2014.

     

Reviews

JL
Joseph L.

great presentation

GH
GENA H.

Excellent and very comprehensive.

BM
Brad M.

Great coverage!

TL
Theodore L.

Cannot speak for "never wore the uniform" folks, but catch-up was brilliant and introduction to things military seemed excellent.

BB
Benjamin B.

always have this hole that has been filled in my legal need to know as to military personnel needs to consider when case resolutions occur

HH
Harry H.

Excellent Course and Presentation

MS
Mary Jo S.

This was a great presentation. The speakers were packed a lot of useful information into an hour and a half.

AD
Alice D.

Packed with info.

RB
Reed B.

Best online ic lass to date

AP
Adam P.

Very applicable.

RC
Robert C.

As a veteran, I really enjoyed the program. I thought the program was extremely informative. Great Job!

AS
Aronda S.

Fantastic presentation. Easy to follow and full of necessary information when representing service members. Thank you for offering this course!

SM
Sheldon M.

Good course.

LS
lewjene s.

didn't realize some of the issues Military personnel face.

TK
Timothy M. K.

Contained some good basic information as well as specialized information regarding military personnel needs.

LS
Lars S.

Well done!

SW
steven w.

Excellent

MB
Monica B.

Very informative.

TB
Thomas B.

Interesting discussion of the complications for military families, and special needs.

SP
Susan P.

I'm a former military dependent whose father was a JAG - excellent presentation

DB
Dwight B.

great

OC
Otis C.

Good overview-touched on relevant issues of daily practice, whether military or not

LF
Lynne F.

excellent--very useful info

GR
greg r.

Great considerations for drafting any estate planning for non military personel

CD
Catherine D.

interesting.

LT
Lynn T.

Best course I have participated in for the last few years!

MB
Majel B.

Being military myself, I really appreciate the insight to specific legal issues faced by military families

LP
Lawrence P.

great

RC
Robert C.

While I had studied tax and estate planning in law school, and did some of it in my first job out of law school, it has been a while, and this was good refresher material. Additionally, I live near a military base and, while I had never had service member

RG
Ruth G.

Very interesting! I will watch anything Michael A. Brusca does. Robert F. Morris was also very clear, concise, and engaging.

CS
Charles S.

Very useful. Really helps those lawyers who have never served. I was in the Navy and speaker characterized duty quite accurately.

CM
Connie M.

Great class. Thank you!

KR
Karen R.

timely and pertinent

JU
J. Michael U.

Very informative and well done.

MM
Martza M.

Thank you! Well done!

DW
David W.

Really useful program!

SC
Silvia C.

Good speaker

DG
David G.

Great

RB
Ronald K B.

Logically presented information. Applies to not only military situations.

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