Basic Estate Planning and Administration in New Jersey

SKU: EST600

Rhode Island MCLE
Accreditation Info

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About This Course

Smart investments will protect your money now; a will ensures your legacy for the future. Estate Planning, however, builds, preserves, arranges and distributes your wealth during the course of your lifetime and for generations to come.

This CLE course will explain everything you need to know about estate planning in NJ including:

Advantages of Estate Planning
Primary Elements of the Estate Plan
Documentation
Wills
Probates
Power of Attorney
Death Planning
Tax Planning Techniques

Lecturer Bio

Lisa K. Schubel, Esq.

Lisa K. Schubel is a partner in Hill Wallack LLP’s Yardley, Pa. office. She is a Member of the Trusts and Estates Practice Group.

Ms. Schubel concentrates her practice in the areas of Estate Planning for high net worth individuals, Estate Administration, Trusts and Trust Administration, Elder Law and taxation of Estates and Trusts.

Representative Matters

Represents individuals in all aspects of estate planning, including the preparation of Wills, Trusts, Powers of Attorney and Advance Health Care Directives (“Living Wills”)
Represents owners of closely held business entities in connection with integrating Succession Planning and Estate Planning
Represents adults with disabilities and parents of children with disabilities in matters requiring Special Needs Trusts and Estate Planning coordination
Represents Executors and Administrators in Estate Administration matters
Represents Trustees in Trust Administration matters
Represents Beneficiaries of Inter Vivos Trusts and Testamentary Trusts Leadership

Member, Pennsylvania Bar Association
Member, Bucks County Bar Association
Member, New Jersey Bar Association
Member, National Academy of Elder Law Attorneys (NAELA)
Member, Bucks County Estate Planning Council
Member, PBA Women in the Profession Committee
Member, The Heritage Conservancy, Business Membership Committee
Member, St. Mary Medical Center Planning Giving Advisory Council

Publications - Presentations

Course Planner and Presenter at legal seminars sponsored by the Pennsylvania Bar Institute: Using Life Insurance in Estate Planning and Drafting Wills
Ms. Schubel was selected for inclusion in the 2007 edition of Philadelphia Magazine “Pennsylvania Super Lawyers – Rising Stars.”

Ms. Schubel is admitted to practice in Pennsylvania and New Jersey. She earned her J.D. from Temple University School of Law, and is a graduate of San Francisco State University with a B. A. in International Relations.

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Accreditation and CLE Rules for Rhode Island

Basic Estate Planning and Administration in New Jersey

Rhode Island MCLEAccreditation Info

Choose Your State

About This Course

This CLE course will explain everything you need to know about estate planning in NJ including:

Choose Your State

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