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Retirement Seminar: What You Must Know Before Planning Retirement

PLAN FOR A HAPPY, SECURE RETIREMENT AT BAR FOUNDATION SEMINAR

 

            Looking ahead to retirement?  There is a whole lot more to it than merely not reporting for work each day. To get the most from what should be one of the most enjoyable stages of life, you need a plan—and a lot of reliable information to create the plan that best serves you and your family’s needs.

            The public is invited to a free seminar, “Are You Retirement Ready? What You Must Know Before Planning Your Retirement,” slated for Wednesday, September 10, from 7 to 9 p.m. at the New Jersey Law Center just north of the intersection of Route 1 and Ryders Lane in New Brunswick, New Jersey. The program is sponsored as a public service by the New Jersey State Bar Foundation.

            Speakers are attorneys Lawrence A. Friedman of Friedman Law, Bridgewater; and Cynthia Sharp of Sharp Bratton, Haddon Heights.

            Individuals in their forties and beyond face unique issues. To address them properly, many questions need to be asked—and answered:

o   Do I need to create a new will and trusts now that my children are no longer young and I’ve accumulated a nest egg?

o   What if my elderly parents become disabled?

o   What if I need long-term care?

o   How can I pass funds to my descendants without a large tax bite?

o   How will funding education for my children or grandchildren affect my options?

            The seminar will address those and other questions in the context of wills, trusts, powers of attorney, health care directives, long-term care planning, living wills, IRAs, 401(k)s, pensions, estate taxes, and more.

            A former chair of the New Jersey State Bar Association Elder Law Section, Mr. Friedman received the New Jersey State Bar Association’s Distinguished Legislative Service Award for drafting legislation to help New Jersey citizens use special needs trusts to preserve disability benefits. He has also been certified as an Elder Law Attorney by the National Elder Law Foundation, a certifying organization accredited by the American Bar Association.

            A recipient of a Master of Laws (LL.M.) in taxation and J.D. degree from New York University School of Law, he is a frequent lecturer for the Institute for Continuing Legal Education (ICLE), the National Academy of Elder Law Attorneys and various colleges, schools and other professional and community organizations.  In addition to presenting yearly programs on elder law and special needs trusts for ICLE, Mr. Friedman has contributed to numerous treatises on elder and disabilities law and tax planning and has been published in a number of periodicals including New Jersey Lawyer, New Jersey Law Journal, Journal of Taxation and Elder Law Attorney.  He has served on the board of directors for many nonprofit organizations including the Arc (formerly Association for Retarded Citizens) and Planned Lifetime Assistance Network of New Jersey.  He has also served as a director of the New Jersey chapter of the National Academy of Elder Law Attorneys and was recognized in New Jersey Super Lawyers.

            Ms. Sharp practices estate planning and elder law with Sharp Bratton Attorneys at Law located in Haddon Heights and Lawrenceville, New Jersey.  She is immediate past president of the Estate and Financial Planning Council of Southern New Jersey. Ms. Sharp is former secretary of the Elder Law Section of the New Jersey State Bar Association and past president of the Alzheimer’s Association South Jersey Chapter. She is the treasurer of the National Academy of Elder Law Attorneys, New Jersey Chapter. In September of 2007 South Jersey Magazine featured her as an “Awesome Attorney.”  In February of 2008 an independent group of women business leaders named her a winner of the NJBIZ Best 50 Women in Business award. In March of 2008 South Jersey Business Trends named her as a “Formidable Female.” Ms. Sharp achieved the status of Accredited Estate Planning Attorney in 2006, as conferred by the National Association of Estate and Financial Planning Councils.

She received her law degree cum laude from Georgetown University Law Center and an LL.M. degree in taxation from New York University School of Law. A noted lecturer and author, she has published at least 56 articles on the topics of estate planning and elder law in various professional periodicals and general-interest newspapers and has delivered at least 105 speeches in her area of expertise to both professional and community groups since June 1995.  She was the featured speaker at the annual meeting of the Million Dollar Round Table in Toronto in June 2008. 

            Question-and-answer periods will follow the presentations.

            Admission to the seminar is free; however, advance registration is required. To register, please visit the Foundation online at www.njsbf.org or call 1-800-FREE LAW. The program is made possible by funding from the IOLTA Fund of the State Bar of New Jersey.

 

            Founded in 1958, the New Jersey State Bar Foundation is the educational and philanthropic arm of the New Jersey State Bar Association. The Bar Foundation's mission is to promote public understanding of the law through a free, comprehensive public education program. Among its activities, the Foundation conducts seminars and conflict resolution training, publishes materials, operates a videotape loan library and speakers bureau, and coordinates elementary, middle and high school mock trial competitions. For more information about the Foundation's programs and publications, visit us online at www.njsbf.org or call 1-800-FREE-LAW.

 
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 Directions:  From the NJ Turnpike: Take Exit 9 to Route 18 North.  Follow signs for Route 1 South to Ryders Lane-New Brunswick.  The Law Center is the first right turn off Ryders Lane. From Princeton take Route 1 North to the second Ryders Lane Exit (Ryders Lane-New Brunswick). The Law Center is the first right turn.

 

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