On-Demand Video
CC

Drafting a Last-Minute Estate Plan for the Sick or Dying Client 2023


  • City:
  • Start Date:2023-01-24 19:00:00
  • End Date:2025-01-24 19:00:00
  • Length:
  • Level:Intermediate
  • Topics:Estates

$249.00 ["ProPass"]

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Overview

Sometimes, a client may fall ill unexpectedly and not have a plan in place for their estate.  When this happens, you want to be prepared to act quickly on behalf of your client. This course will explain all the issues to consider, both pre and post-mortem, such as:

  • Capacity and privacy
  • Necessary documents
  • Drafting issues
  • Guardianship
  • Beneficiary designations
  • Elections by the executor
  • Rules of professional conduct

and so much more! – Including one integrated ethic credit! 

Join our panel of experts and receive answers to all of your questions as they lead an interactive discussion about practical challenges and solutions.

Recorded in January 2023.

Faculty

Jennifer Damelio Esq.

Ms. Damelio is a principal attorney with the firm of Friedman Schuman, PC, in Fort Washington, where she concentrates her practice in the estate planning and estate and trust administration areas, including elder law, gift and estate tax, and special needs planning issues, as well as various Orphans’ Court matters. In her practice, she regularly counsels individual and corporate fiduciaries and assists in the administration of trusts and estates. She is a member of the Montgomery County Estate Planning Council and is licensed to practice in Pennsylvania and Florida. Ms. Damelio has received recognition as a Super Lawyer’s “Rising Star” for five consecutive years. 

James Ruggiero Jr., Esq.

Since 1990, Mr. Ruggiero has been helping families and business owners create estate plans aimed at transferring their legacy successfully to the next generation. He is owner of Ruggiero Law Offices LLC with offices in Paoli, and Center Valley, where he practices in the area of estate planning, estate administration, elder law, business law and real estate. His planning experience includes the use of wills, revocable and irrevocable trusts, IRA trusts, and life insurance trusts. From an administration perspective, he has overseen the administration of estate of varying degree of complexity including insolvent estates to those values exceeded 20 million and ten year estate accountings. Mr. Ruggiero has developed a niche in dealing with closely held small business owners in advising on formation, growth and succession of the business. He has advised clients on contract negotiations, employee contracts and disputes, patents, copyright, real estate lease and purchase. Mr. Ruggiero has achieved board certification as an Estate Planning Law Specialist, one of only a few to attain this in the country, awarded by The Estate Law Specialist Board, Inc., an attorney-run subsidiary of the National Association of Estate Planners & Councils in Cleveland, Ohio. Additionally, he has attained designation as an Accredited Estate Planner, awarded by the National Association of Estate Planners & Councils. Mr. Ruggiero has been recognized in Main Line Today and Philadelphia Magazine as a Top Attorney in Trusts & Estates & Elder Law and a Five Star Wealth Manager for numerous years. He is a board member of the Estate Planning Council of the Lehigh Valley, member of the National Academy of Elder Law Attorneys and former council relation committee member for the National Association of Estate Planners & Councils. Additionally, Mr. Ruggiero is the Pennsylvania partner for Elder Care Matters, a national directory of elder care resources, and member of the Chester County, Pennsylvania and American Bar Associations where he is active in the Elder Law, Probate and Trust Real Property Sections. Active in the community, he serves as the president of the board of the Planned Lifetime Assistance Foundation, past chairman of the Business Department Advisory Board of Immaculata University and past president of the Chester County Estate Planning Council. Throughout his career, Mr. Ruggiero has given countless presentations for the Pennsylvania Bar Institute, WealthCounsel LLC and the Trial Lawyers Association. He is often asked to serve as a course planner. His seminar topics have included PA Inheritance Taxes, Advanced Estate Planning Issues, Special Needs Trusts, Estate Planning for Retirement Assets and Retirement Asset Disclaimers, Business Succession Planning, and Planning for Persons with Diminished Capacity and Distribution of Assets Upon Death. He received his B.A. from Ursinus College and his J.D. from Widener University School of Law.

Charles Hadad Esq.

Mr. Hadad is a partner in The Lynch Law Group. He is Chair of the Firm’s Estates and Trusts practice group and a member of the Firm’s Corporate and Business Succession group. He concentrates his practice in the areas of estate planning, estate administration, probate, trust administration, real estate transactions and corporate and business planning. Mr. Hadad advises clients in all facets of estate planning and estate administration. He works with clients in the preparation of documents that fit their needs, including revocable and irrevocable trusts, special needs trusts and charitable gift/trust planning, and also in preparing decedent final personal income tax returns, Federal Estate Tax returns, Pennsylvania Inheritance Tax returns, Federal Gift Tax returns and fiduciary income tax returns for estates and trusts. He is also an experienced litigator for Orphans’ Court and has successfully represented fiduciaries in surcharge actions, defended will contests, and asserted claims on behalf of beneficiaries and other interested parties for breach of fiduciary duty in the course of estate and trust administration. Mr. Hadad has a Bachelor of Arts degree in History and Business Administration from the University of Pittsburgh. He earned his J.D., with honors, from the Thomas M. Cooley Law School in Lansing, Michigan. He is a member of both the Pennsylvania and Allegheny County Bar Associations. He also is a member of the Allegheny County Bar Association Probate & Trust Section Council and Pittsburgh Estate Planning Council.

Nicole Labletta Esq.

Nicole B. LaBletta is licensed in the Commonwealth of Pennsylvania, the State of New York and the State of New Jersey and practices Estate Planning and Litigation. Ms. LaBletta has more than 17 years of legal experience and is affiliated with the following organizations: Montgomery County Bar Association, Pennsylvania Bar Association (Real Property, Probate, and Trust Law Section), Montgomery County Estate Planning Council, Philadelphia Estate Planning Council. Ms. LaBletta is a graduate of Fordham University Law School, New York, NY (2001), and received a Bachelor of Arts in Classics, Magna Cum Laude, at the College of the Holy Cross, Worcester, MA (1998). In her spare time, Ms. LaBletta enjoys spending time with friends and family and giving back to her community.


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