Description
This topic is a segment of the Anatomy of a Trust CLE program of April 2017. Additional segments of the program can be found at the bottom of this page.
0.5 MCLE Credit in Skills
Topics to be Covered Include
> Permissible Terms of Credit Shelter Trust
> Powers of Appointment
> Disclaimer Funding of Credit Shelter Trust
> Sample Will with Marital and Credit Shelter Trusts
> Defining the Credit Shelter Trust- Federal or NYS Exemption
> Pecuniary v. Fractional Funding
Speaker
Avi Z. Kestenbaum, Esq. | Meltzer, Lippe, Goldstein & Breitstone, LLP
Pricing
NYSBA Member: $22.50
Non-Member: $122.50
Program Co-Sponsors
Trusts and Estates Law Section
Committee on Continuing Legal Education
Materials
| Front Pages and Table of Contents | Available after Purchase | ||
| I. What is a Trust -by Patricia Shevy | Available after Purchase | ||
| II. Irrevocable Medicaid Income Only Trusts - by Elizabeth Forspan | Available after Purchase | ||
| III. QTIP Marital Deduction Trusts and Credit Shelter Trusts - Avi Z. Kestenbaum, Esq.; Mariana Schwartsman, Esq. | Available after Purchase | ||
| IV. Grantor Trusts and Life Insurance Trusts - by Audrey Patrone Peartree | Available after Purchase | ||
| V. Pet Trusts | Available after Purchase | ||
| VI. Supplemental Needs Trusts | Available after Purchase | ||
| VII. Ethics | Available after Purchase | ||
| Biographies | Available after Purchase | ||
| Entire Coursebook | Available after Purchase | ||
| Powerpoint - Irrevocable Medicaid Income Trust - E. Forspan | Available after Purchase | ||
| Powerpoint - Supplemental Needs Trust - E. Forspan | Available after Purchase | ||
| Powerpoint - Pet Trusts - L. Davis | Available after Purchase | ||
| Revised Pet Trusts - L. Davis | Available after Purchase | ||
| revised outline - Ethical Considerations in Representing Fiduciaries - I. MacLean and E.Penzer | Available after Purchase | ||
| Electronic Coursebook (3.4 MB) | Available after Purchase | ||