Gary Cornick, Esq., to present at upcoming CLE program

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On November 9, 2016, attorney Gary Cornick, Esq., will be presenting a continuing education seminar hosted by the Middlesex County Bar Association.  The seminar, titled Creating Estate Planning Documents that Really Matter to Your Clients, will focus on the following areas.

 

 

  • Developing a “Principled Results Estate Planning Program”
    • Initial Client Interview
    • Determining the Client’s Goals
    • How Estate Planning Documents Can Further a Client’s Goals

 

  • Reviewing the Client’s Personal Environment
    • Financial Conditions
    • Health Concerns
    • Family Dynamics
    • Religious Affiliations & Moral Doctrines

 

  • Tax Considerations & Long Term Care Issues

 

  • The Need for Periodic Review as Needs Change

 

This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit and meets Regulation 201:2 for newly admitted attorneys.

 

 

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