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
III. QTIP Marital Deduction Trusts and Credit Shelter Trusts - Avi Z. Kestenbaum, Esq.; Mariana Schwartsman, Esq. | Available after Purchase |
Bio - Mariana Schwartsman | Available after Purchase |
Electronic Coursebook (3.4 MB) | Available after Purchase |