NJ Estate Planning

Christopher J. Roman, Esq. discusses the basic principles of estate planning in New Jersey. He covers the attorney’s role in the estate planning process from the initial consultation to the execution of the documents and beyond. Mr. Roman also discusses the common mistakes that he finds in estate planning documents and provides basic clauses that he has developed to solve these issues. Finally, the seminar includes a discussion of Federal and New Jersey transfer taxes, Living Wills, Powers of Attorney and the role of Trusts in a comprehensive estate plan.

Learning Objectives:

1. Grasp a foundational knowledge of estate planning in New Jersey
2. Know basic drafting principles
3. Avoid common errors
   

This course originally appeared as a part of our September 2014 Bridge the Gap Event.