It's Not Just Naming a Guardian: The Young Family Estate Planning Toolkit

(1476 Ratings)

Produced on: August 18, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 60 minutes
Difficulty Intermediate

Estate planning lawyers typically focus on helping “boomer” (and well beyond) pass legacies of accumulated wealth to the next generation in a tax advantaged and so-called “creditor/predator” protected way. Yet upon reflection, isn’t it perhaps the young family that truly needs the protection and peace of mind that a thoughtful and robust estate plan brings? 

 

When asked whether they need a Will, virtually every young mom and dad emphatically says “yes.” So then why don’t they have them? And what about planning for disability - shouldn’t everyone have a Durable Power of Attorney and a Living Will/Health Care Proxy, just in case? 

 

In this program, attorney Amie Gartenberg helps attorneys, both estate-focused and not, understand the legal intricacies that each young parent needs to protect their family and themselves.  

 

Learning Objectives: 

I.     Explore the legal framework of the government’s plan if we fail to plan for ourselves 

II.    Understand the issues that can be effectively dealt with in a customized and carefully drafted Last Will

III.   Gain insight on medical and financial decision-making in the event of incapacity 

IV.   Understand the structure and possibilities of Powers of Attorney and Living Wills

V.    Properly complete beneficiary forms for assets such as life insurance policies and retirement plans

VI.   Apply practical tools to give appointees easy access to information, both online and otherwise, and digital access (should the need arise) 

VII.  Build effective and ongoing relationships with young families   

Faculty

Amie Gartenberg

Gartenberg Howard LLP

For over 30 years, Amie has concentrated her practice in estate and succession planning, as well as complex probate and estate administration. Amie advises high net worth (often multigenerational) clients regarding sophisticated estate planning with an emphasis on estate, gift, generation-skipping transfer and income tax planning.

 

Amie is a sought-after speaker on a variety of estate planning topics, and she has spoken to attorneys on ethical issues confronting Trusts and Estate Practitioners at New Jersey Institute for Continuing Legal Education (ICLE) as well as the National Business Institute, as well as to attorneys and accountants at the UJA Federation Endowment Foundation on the subject of charitable trusts. She has also spoken on Surrogate’s Court practice before the New York State Trial Lawyers’ Association.

 

Amie is peer review rated as a pre-eminent lawyer (“AV” rated) by Martindale-Hubbell. She is a member of the Real Property, Probate and Trust Law Section of the New Jersey State Bar Association, the Real Property Trusts and Estate Law Section of the American Bar Association and the Trusts and Estates Law Section of the New York State Bar Association.

 

Amie began her professional career in Manhattan at a boutique intellectual property law firm handling that firm’s estate planning and contested probate matters, assisting well known visual artists and their families in the transfer of their often unique property rights and legacies from generation to generation.

 

In 1986 Amie returned to her home state of New Jersey to join the Firm now known as Gartenberg Howard, LLP as one of its founding partners.

 

Amie grew up in Freehold, New Jersey (Bruce Springsteen’s hometown), and resides in Manhattan. She received her law degree from Loyola University in New Orleans, and her B.A. in French from the Ohio State University. She is admitted to practice in the State and Federal Courts of New Jersey and New York, as well as the Supreme Court of the United States.

 

Amie serves on the Board of Trustees of the Jewish Home Foundation of Northern New Jersey, and is a participant in the Goldman Sachs 10,000 Small Businesses Program.

 

Amie is passionate about helping families protect the people they love.

Reviews

MJ
Mary B J.

This is possibly the best presentation of CLE I have ever seen. The information was well organized, the examples were helpful and realistic, and the tone was pleasant, professional, and encouraging.

RG
Roy G.

I thought this was a great presentation

SD
Stephen H. D.

I can prepare effective estate plans incorporating the principles of this course, but this presenter adds value with suggestions on communication with involved parties.

HN
Heidi N.

One of the best programs I have done on Lawline as far as practical application.

VH
Valerie H.

Informative program, excellent speaker.

RB
Randy B.

This was a good job on the topic and great tips.

DG
David G.

Excellent!

SK
Stewart K.

Thank you.

EL
Erika L.

This hit home for me. This was the best class I’ve taken so far.

KM
Kay M.

Quite worthwhile. Thank you.

AH
Amanda H.

very timely, very thoughtful and constructive

WG
William G.

Very helpful

CB
Catherine B.

Very well done. Practical information was given that was very helpful.

DS
Darren S.

Useful

RB
Roberta B.

Excellent presentation!!

JG
Jenny Anne G.

very good

MD
Maria D.

Excellent!! One of the best I have listened to and very practical content. 5 stars!

IA
irina a.

good starter course

GM
Greg M.

Outstanding

CL
cheryl l.

WOW- the most amazing amount of information tha5 I have ever received from a CLE credit. Everyone lattorney and non-attorney needs to watch this video. Thank you lawline for setting this up.

LC
Laura C.

Very helpful!

AB
Andrea B.

Ms. Gartenberg provides excellent advice in a clear and caring style. A first-rate presentation.

AZ
Aviva Z.

I love this presenter. Thank you!

RS
Rebecca S.

A fascinating look at an unusual topic. Thanks for giving me a lot to think about.

AW
Alexandra W.

One of the best CLE’s I’ve ever taken!

WR
Wiliam R.

Instructor was both knowledgeable and fluent with he subject matter.

VT
Valerie T.

Excellent and mindful presentation on a sensitive subject.

VT
Vera T.

Very informative!

AK
Alexander K.

She did a good job.

RM
Richard M.

Presentation was effective and well presented

JL
Julia L.

This program is excellent. Well done and materials are very good.

AW
Andrea W.

Excellent, thanks. I appreciate the client relationship info. at the end.

CG
Carla G.

Great presentation; especially loved the ideas about other things to consider, like passwords. I liked it so much that I will consider using her firm for my own estate planning.

MO
Meghan O.

Aime was excellent. Her delivery was the right balance of law and application. More instructors should have a similar balance.

KG
Krystal G.

Fantastic CLE! Very informative.

AP
Albert P P.

Superb presentation. So much information in so short a time. Terrific.

MJ
Mark A. J.

informative since it reaffirmed much of what I tell my clients.

CT
CAROL T.

Excellent speaker!

CM
Carey M.

Arnie was very well spoken and prepared. Very informative. Thank you!

CN
Charles B. N.

Very good presenter.

DS
DeAnn S.

She is very good.

JS
jon s.

Good presentation; good ideas. Thank you.

RM
Robert M.

Very informative.

NC
Nicole C.

Very well done!

IF
Ira L F.

Very well presented. Kept my attention.

CB
Catherine B.

This was among the best courses (in-person or online both) I've ever attended!

DR
Desiree R.

Excellent course

EW
Ellis W.

Very informative and well presented

LH
Lori H.

Really well done. Excellent presenter. Top of the top.

CR
Casey R.

Some insightful things that will help me tailor estate plans to fit my clients' unique needs in the future.

WA
Whitney A.

Estate planning is the future

JJ
Jane J.

A very thoughtful, creative and compassionate attorney! Great!

LK
Linda K.

A lot of very good suggestions about things to consider in estate planning

RJ
Rasheda J.

This was a very good presentation on estate planning.

NF
Nefertiti F.

I thought this presenter was very knowledgeable and taught this course well.

PD
Patrick D.

This is how I will now present it

WC
Wilbert C.

Outstanding....real world lessons

VC
Vincent C.

Well done. Good points about understanding the new generations of clients

DS
Donald S.

Top notch.

AP
Andrea P.

Good general overview.

KH
K M H.

Best course yet!

CK
Carole K.

low key, but covering all the things that a lawyer should do to protect their client.

CO
Carol O.

Very thoughtful.

BS
Brenda S.

This was a wonderful program

SD
S. Brad D.

This was a solid course for those that want a good overview of the estate and probate process.

AK
Allison K.

Best seminar I've watched thus far!

DS
Dale S.

Enjoyed speaker. Very informative. Would have liked more time allotted on this Subject.

EY
Elizabeth Y.

Excellent seminar. Ms. Gartenberg gave me a number of valuable ideas that I plan to incorporate in my practice.

SC
Scott C.

Great outline, information, hints, and ideas for advising young families.

AF
Andrew F.

Engaging speaker and easy to understand.

JR
Jesus R.

Great advice for working with young families.

MB
Michell B.

She is a wonderful speaker. It is very interesting to think about the different approaches that work best for different client age groups. I do many of the same things myself, and have gotten wonderful feedback from my clients and many referrals as a re

AH
Andrea Kelli H.

Excellent program, great presenter, and great practical advice for managing client relationships re: estate planning matters.

SF
Seth F.

very well organized and clear

MM
Martin M.

Very informative

BJ
Bryce J.

enjoyedeveryminute

SH
Sarah H.

Wonderful practical advice with compassion and compelling stories illustrating why clients must take steps to avoid estate planning pitfalls.

RS
randall s.

great advice.

SC
Susan C.

Extremely informative, especially toward the end. There were ideas about dealing with the online generation which seriously need to be considered by even experienced estate attorneys.

VB
Vivian B.

Great presenter.

KR
Kathleen R.

Excellent advice

HN
Howard N.

Great Speaker

AY
Adrienne Y.

Excellent! Clear, concise, and compassionate :-)

LS
Lisa S.

Very practical. Thank you!

PP
Pamela P.

Well done.

AW
Ann W.

I enjoyed listening to Ms. Gartenberg. This was a very informative course.

JP
John P.

good example information very clearly presented. Interesting about approaches to younger people

TD
T.W. Ronald D.

Good basic presentation of estate planning issues

LS
Layla S.

Absolutely excellent presentation. Knowledgeable, thoughtful, engaging and clear. thank you.

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$ 59 Wills, Trusts, & Estates In Stock

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