Augulis Law Firm – New Jersey Estate Planning Information Center

Learn how to continue to protect your family home & nest egg

Thursday, April 23, 2020

10:00 a.m.

We will also cover the topics of

Changes to the Laws Since Your Estate Plan was Last Reviewed

How Changes in Your Family Affect Your Estate Plan

Are you ready to begin making decisions that will continue to protect your independence and ability to stay in control if you get sick or need long-term care in the future?

Join Alan Augulis for a special ONLINE 60+ minute training event! Learn how to use simple legal strategies to help make your wishes known, keep peace in the family, and ensure that life is as easy as possible for your loved ones, no matter what happens.

What Happens When a Loved One Dies?

What are the Roles and Responsibilities of Successor Trustees?

What Your Trust Does for You and Those You Love

You have taken the first step by creating a Trust – now what? It isn’t easy to discuss the death of a loved one. However, many of our clients have expressed interest in learning more about how their Trust works upon incapacity or after a death.

.           Trustee Responsibility & Liability: The duties the Trustee must fulfill and how to shield the Trustee from liability.

.           Taking Action: The steps that need to be taken to begin the process of administering the Trust.

.           Pitfalls: The most common pitfalls facing Trustees and how to avoid them.

.           Role of the Attorney: When it’s necessary to hire an attorney to help facilitate the Trust Administration process, and how he or she may be able to help.

.           Timing: The steps in the Trust Administration process that have strict deadlines requiring that the Trustee to act within a very short time frame.

These are not uncommon concerns, and we at the Augulis Law Firm want to ensure that you have the knowledge you need to feel protected and comforted, especially during a time of loss. So, we are presenting a Webinar designed to help you understand just how valuable your Trust documents are for you and your family – and how to put them into effect when the time comes.

For many of you, there may have been many changes (both legal and family) since you last reviewed your Trust. Now is an excellent time to have a Trust review if it has been several years since you last visited us. We will be offering a free Estate Plan review at the conclusion of our Webinar. During this difficult time in our community we will make it as easy as possible by offering this complimentary review from the comfort and safety of your own home, whether through Zoom, Facetime, Skype or by telephone.   

We strongly encourage you to invite your family members, especially your successor trustees and beneficiaries to this important and informative Webinar.

The Webinar will be presented on Thursday April 23 at 10:00 a.m. You can register online by visiting AugulisLawFirm.com or simply by calling us at (908) 222-8803.

We here at the Augulis Law Firm are grateful to have you in our community and we always strive to provide you with the best service and education to protect you and your family. Thank you for entrusting us with this important role for your family.

We look forward to seeing you! Be sure to participate with your spouse, or feel free to invite a friend.

REGISTER NOW!

Yes! Send me the instructions on how to join this 1 hour estate planning webinar!

About the Speakers:

Attorneys Alan Augulis and Daniel Swinton

Mr. Augulis founded his Warren, New Jersey law firm so that he could focus his practice in the areas of estate planning and elder law. Mr. Augulis has invested considerable time and energy helping to educate others on the topic of estate planning and has become a sought-after speaker in the estate planning and elder law arena because of his informative and entertaining seminars.

Mr. Swinton is an experienced estate planning and elder law attorney. He received his J.D. law degree at Pace University School of Law from which he graduated Cum Laude, as a Ranking Scholar and winner of the American Jurisprudence Award for Excellent Achievement in the Study of Wills and Trusts.