Description
All registrants receive access to the online, on-demand archive! Each video replay is available for you to access and watch at any time, allowing you to earn your MCLE credits on your own schedule! NYSBA Members receive special NYSBA Member Pricing, 20%-25% below our regular archived program prices.
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.
Materials
Slides |
|||
| Digital Assets By Katherine Carpenter_Albany | Available after Purchase | ||
| Revocable Trusts By Kenneth Aaron Grossberg_Buffalo | Available after Purchase | ||
| Digital Assets By Jill Choate Beier_NYC | Available after Purchase | ||
| Digital Assets By Anthony A. Marrone II_Syracuse | Available after Purchase | ||
| Will Drafting Overview By Moira Laidlaw_Westchester | Available after Purchase | ||
| Estate Planning and Will Drafting PowerPoint - Catherine B. Eberl | Available after Purchase | ||
| Will Drafting By Richard Cirincione, Esq_Albany | Available after Purchase | ||
Materials |
|||
| Basics of Will Drafting By Patricia Shevy. Esq. | Available after Purchase | ||
| Drafting Will Provisions By Michael E. O'Connor, Esq. | Available after Purchase | ||
| Planning with Revocable Trusts By Karin Sloan Delaney, Esq. | Available after Purchase | ||
| Inter Vivo Gifts By Anne Bederka, Esq. | Available after Purchase | ||
| Lifetime Gifts and Trusts for Minors By Magdalen Gaynor, Esq., Eric W. Hager Esq., and Barbara L MacGrady, Esq. | Available after Purchase | ||
| Tax Implications and Will Drafting By Karin J Barkhorn, Esq. and William R. Dunlop, Esq. | Available after Purchase | ||
| NY Estate and Gift Taxes By Michael E. O'Connor, Esq. | Available after Purchase | ||
| Digital Assets By Jill Choate Beier, Esq. and Honorable Barbara Howe | Available after Purchase | ||
| Ethical Considerations By Victoria L. D'Angelo, Esq. | Available after Purchase | ||
| 2018 Estate Planning and Will Drafting Course Book | Available after Purchase | ||
| Digital Assets PowerPoints By Katherine Carpenter, Esq._Albany | Available after Purchase | ||
| Revocable Trusts PowerPoints By Kenneth Aaron Grossberg, Esq._Buffalo | Available after Purchase | ||
| Digital Assets PowerPoints By Jill Choate Beier, Esq._NYC | Available after Purchase | ||
| Digital Assets PowerPoints By Anthony A. Marrone II, Esq._Syracuse | Available after Purchase | ||
| Will Drafting Overview PowerPoints By Moira Laidlaw, Esq._Westchester | Available after Purchase | ||
| Lifetime Giving By JulieAnn Calareso, Esq._Albany | Available after Purchase | ||
| Will Drafting By Wendy Sheinberg, Esq._Melville | Available after Purchase | ||
| Estate Planning and Will Drafting PowerPoint - Catherine B. Eberl | Available after Purchase | ||
| Estate Planning Overview By Judy Nolfo-McKenna, Esq. | Available after Purchase | ||
| Ethics By Laura Lattman, Esq. | Available after Purchase | ||
| Estate Tax and Drafting By Catherine B. Eberl, Esq. | Available after Purchase | ||
| Tax Implications By Jessica Goldsmith, Esq. | Available after Purchase | ||
| Will Drafting Overview By Richard Cirincione, Esq. | Available after Purchase | ||
| Planning with Revocable Trusts By Luck Kats, Esq. Albany | Available after Purchase | ||
| CLE Front Pages - Estate Planning and Will Drafting 2018 (624.3 KB) | Download | ||
| 1 - Basics of Will Drafting By Patricia Shevy (134.5 KB) | Download | ||
| 2 -Drafting Will Provisions By O'Connor (215.4 KB) | Download | ||
| 3-Rev Trusts By Delaney (196.6 KB) | Download | ||
| 4.1-Inter Vivos Gifts By Bederka (135 KB) | Download | ||
| 5.1-Dunlop and Barkhorn_Tax Implications (349.5 KB) | Download | ||
| 6-Digital Assets By-Beir and Howe (148.7 KB) | Download | ||
| 7-Ethical Dilemmas By-D'Angelo_ (73.8 KB) | Download | ||
| Coursebook - Estate Planning and Will Drafting 2018 (11.7 MB) | Download | ||
| Faculty Biographies (645.2 KB) | Download | ||
Alternate Options
|
Lifetime Giving, Minors and Incapacitated Beneficiaries 2018 (Audio Only)
Original Program Date: 02/07/2018 |