Anatomy of a Trust 2019

Program Description
Revocable or Irrevocable? Lifetime or Testamentary? This comprehensive program will provide attendees with the fundamentals of creating various types of trusts.  Not only will the speakers discuss how to draft the trust, but also when specific trusts are appropriate based on a client’s needs and goals. The program will cover Irrevocable Medicaid Income Only Trusts, Special Needs Trusts, Pet Trusts, QTIP (Marital Deduction Trusts), Credit Shelter Trusts, Grantor Trusts and Life Insurance Trusts, among others. 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.

Who Should Attend
Newly admitted attorneys, attorneys new to the practice areas of estate and long term care planning, and practitioners looking for a refresher on trusts.  

Sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education.

Live CLE Program
Can’t Attend Live? All registrants will have access to the program video archive.

Tuesday, May 7, 2019 | Albany | NYSBA
Tuesday, May 7, 2019 | Buffalo | Hyatt Place Amherst
Tuesday, May 21, 2019 | Long Island | Melville Marriott
Friday, May 31, 2019 | NYC | Convene

7.5 MCLE Credits: 5.5 Skills; 1.0 Areas of Professional Practice; 1.0 Ethics

NYSBA Member: $175 | Non-Member: $275
Co-Sponsoring Section Member: $150
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Agenda Topics

• What Is a Trust?
• Irrevocable Medicaid Income Only Trusts
• Supplemental Needs Trusts
• Pet Trusts
• Credit Shelter Trusts
• Grantor Trusts and Life Insurance Trusts
• QTIP (Marital Deduction Trusts)
• Ethical Considerations in Representing Fiduciaries

Program Co-Chairs
Ellen G. Makofsky, Esq., Makofsky & Associates, P.C., Garden City
Katherine Carpenter, Esq., Wilcenski & Pleat PLLC, Clifton Park

Program Faculty
Albany
Kirsten Dunn, Esq., Dunn & Dunn, LLP, Canajoharie
Patricia Shevy, Esq., The Shevy Law Firm, LLC, Albany
Katherine Carpenter, Esq., Wilcenski & Pleat PLLC, Clifton Park
Kristen Casper, Esq., Law & Law P.C, East Greenbush
Nicole L. Clouthier, Esq., Cioffi Slezak Wildgrube P.C., Schenectady
Thomas J. Collura, Esq., Hodgson Russ LLP, Albany
Lucy Kats, Esq., Whiteman Osterman & Hanna LLP, Albany
Amy L. Earing, Esq., Lavelle & Finn, LLP, Latham

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Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys.  For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.

Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey.  If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.

Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.

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To view the full list of Continuing Legal Education Programs, click here.

If you have any questions about this program, please contact staff attorney Sally Bratten.