Anatomy of a Trust 2017

7.5 MCLE Credits
5.5 Skills; 1.0 Professional Practice, 1.0 Ethics

Program Description
Revocable or Irrevocable?  Lifetime or Testamentary?  This comprehensive program will provide the fundamentals of creating various types of trusts.  Not only will the speakers discuss how to draft the trust, but when specific trusts are appropriate based on a client’s needs and goals.  This program is designed for newly admitted attorneys, those new to estate and long term care planning, or practitioners who want a refresher on trusts.

Topics to be Covered Include
> Irrevocable Medicaid Income Only Trusts
> Special Needs Trusts
> Pet Trusts
> QTIP (Marital Deduction Trusts)
> Credit Shelter Trusts
> Grantor Trusts
> Life Insurance Trusts

Program Chair
Sylvia E. Di Pietro, Esq. | Law Office of Sylvia E. Di Pietro, Esq., LLC

Speakers
Lenore S. Davis, Esq. | Attorney at Law, New York
Elizabeth Forspan, Esq. | Ronald Fattoullah & Associates
Veronica Escobar, Esq. | The Law Offices of Veronica Escobar
Avi Z. Kestenbaum, Esq. | Meltzer, Lippe, Goldstein & Breitstone, LLP
Marianna Schwartsman, Esq. | Meltzer, Lippe, Goldstein & Brietstone, LLP
Marianna Moliver, Esq. | Attorney at Law
Lenore Sharon Davis, Esq. | Attorney at Law
Ian W. MacLean, Esq. | The MacLean Law Firm, P.C.

Pricing
NYSBA Member: $175
Non-Member: $275

Program Co-Sponsors
Trusts and Estates Law Section
Committee on Continuing Legal Education