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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
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.
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
Very useful
Very knowledgeable speakers
Instructors did a nice job...informative and interesting presentation.
great presentation
Excellent and very comprehensive.
Great coverage!
Cannot speak for "never wore the uniform" folks, but catch-up was brilliant and introduction to things military seemed excellent.
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
Excellent Course and Presentation
This was a great presentation. The speakers were packed a lot of useful information into an hour and a half.
Packed with info.
Best online ic lass to date
Very applicable.
As a veteran, I really enjoyed the program. I thought the program was extremely informative. Great Job!
Fantastic presentation. Easy to follow and full of necessary information when representing service members. Thank you for offering this course!
Good course.
didn't realize some of the issues Military personnel face.
Contained some good basic information as well as specialized information regarding military personnel needs.
Well done!
Excellent
Very informative.
Interesting discussion of the complications for military families, and special needs.
I'm a former military dependent whose father was a JAG - excellent presentation
great
Good overview-touched on relevant issues of daily practice, whether military or not
excellent--very useful info
Great considerations for drafting any estate planning for non military personel
interesting.
Best course I have participated in for the last few years!
Being military myself, I really appreciate the insight to specific legal issues faced by military families
great
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
Very interesting! I will watch anything Michael A. Brusca does. Robert F. Morris was also very clear, concise, and engaging.
Very useful. Really helps those lawyers who have never served. I was in the Navy and speaker characterized duty quite accurately.
Great class. Thank you!
timely and pertinent
Very informative and well done.
Thank you! Well done!
Really useful program!
Good speaker
Great
Logically presented information. Applies to not only military situations.
