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 learn 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.
- Estate Planning Overview
- Will Drafting Overview
- Planning with Revocable Trusts
- Lifetime Giving, Minors and Incapacitated Beneficiaries
- Tax Implications and Drafting
- Digital Assets
- Ethical Considerations
Program Chair
Patricia Shevy, Esq., The Shevy Law Firm, Albany
Local Program Chairs
Albany Chair: Jennifer M. Boll, Esq., Bond Schoeneck & King, PLLC, Albany
Westchester Chair: Gail M. Boggio, Esq., McCarthy Fingar, LLP, White Plains
NYC Program Faculty
Moderator & Speaker
Ian W. MacLean, Esq., The MacLean Law Firm, P.C., New York, NY
Speakers
Ilene S. Cooper, Esq., Farrell Fritz, P.C., Uniondale
Michael S. Schwartz, Esq., Curtis, Mallet-Prevost, Colt & Mosle, LLP, New York, NY
Materials
CLE Front Pages - Estate Planning and Will Drafting 2018
(624.3 KB)
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1 - Basics of Will Drafting By Patricia Shevy
(134.5 KB)
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2 -Drafting Will Provisions By O'Connor
(215.4 KB)
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3-Rev Trusts By Delaney
(196.6 KB)
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4.1-Inter Vivos Gifts By Bederka
(135 KB)
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5.1-Dunlop and Barkhorn_Tax Implications
(349.5 KB)
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6-Digital Assets By-Beir and Howe
(148.7 KB)
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7-Ethical Dilemmas By-D'Angelo_
(73.8 KB)
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Coursebook - Estate Planning and Will Drafting 2018
(11.7 MB)
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Faculty Biographies
(645.2 KB)
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