Description
Total Credits: 7.0 (Professional Practice 6.0, Ethics 1.0)
This program will highlight current estate planning techniques and the means of implementing such techniques through a discussion of drafting of wills and trusts. You will finish this program knowing how to write a basic Will. Discussions will also include trusts for minors, charitable trusts, lifetime giving and planning for those with disabilities, tax implications and planning, digital assets, and ethical considerations. General practice and new attorneys should watch, along with anyone who may not be a trusts and estates practitioner, but has been asked to write a Will.
Topics to be covered include:
• Credit Shelter, Generation-Skipping and Disclaimer Trusts
• Planning With Revocable Trusts
• Lifetime Giving, Minors and Incapacitated Beneficiaries
• Tax Implications and Drafting
• Digital Assets
• Charitable Estate Planning
• Conflicts of Interest and Dual Representation
… and much more!
Materials
| Estate Planning Overview - James N. Seeley, Esq. (941.8 KB) | Available after Purchase | ||
| Basics of Will Drafting - Patricia J. Shevy, Esq. (642.7 KB) | Available after Purchase | ||
| Drafting Will Provisions - Michael E. O'Connor, Esq. (670.2 KB) | Available after Purchase | ||
| Sample of a Revocable Trust - Karin Sloan DeLaney, Esq. (569 KB) | Available after Purchase | ||
| Intervivos Gifts - Anne C. Bederka, Esq. and Joanne Butler, Esq. (607.6 KB) | Available after Purchase | ||
| Fall 2016 Tax Law Update - Merrie Jeanne Webel, Esq. (961.7 KB) | Available after Purchase | ||
| Non-Resident Decedent Estate Tax SANTA CLAUSE - Paul S. Forster, Esq. and Laurence Kesier, Esq. (511.4 KB) | Available after Purchase | ||
| Planning for Digital Assets - Jill Choate Beier, Esq. (1.2 MB) | Available after Purchase | ||
| Lifetime Gifts and Trusts for Minors - Susan Porter, Esq. and Magdalden Gaynor, Esq. (886.5 KB) | Available after Purchase | ||
| The 1997 Amendment to the EPTL Regarding Lifetime Trusts A Twenty-Year Look - Gerald Carp, Esq. and Benjamin A. Rosen, Esq. (886.5 KB) | Available after Purchase | ||
| Ethical Dilemmas Inherent in a Trusts and Estates Practice- Victoria D'Angelo, Esq. (536.7 KB) | Available after Purchase | ||
| Electronic Coursebook (7.5 MB) | Available after Purchase | ||
| PPT - Office of the New York State Attorney General Charities Bureau (21 KB) | Available after Purchase | ||
| PPT - Lifetime Giving Minors and Incapacitated Beneficiaries - Amy F. Altman, Esq. (104 KB) | Available after Purchase | ||
| PPT - Planning for Digital Assets - Jill Choate Beier, Esq. (123.8 KB) | Available after Purchase | ||
| Handout - Fighting the Good Fight for NY Estate Tax Reform - Kevin Matz, Esq., CPA, LL.M. (296.4 KB) | Available after Purchase | ||