Materials
| Agenda (64.2 KB) | Available after Purchase | ||
| MCLE Verification Form - On Demand (214.9 KB) | Available after Purchase | ||
| Speaker bios (331.2 KB) | Available after Purchase | ||
| 1a. Beginning the Client Relationship - PowerPoint (Santo) (655.8 KB) | Available after Purchase | ||
| 1b. Beginning the Client Relationship - Outline (Santo) (125.9 KB) | Available after Purchase | ||
| 2a. Will Drafting - PowerPoint (Enea) (262.7 KB) | Available after Purchase | ||
| 2b. Will Drafting Outline (Enea) (by M. O'Connor (271.5 KB) | Available after Purchase | ||
| 3a. Medicaid Outline (Valla) (246.7 KB) | Available after Purchase | ||
| 3b. Sample Trust 2025 (Valla) (158.2 KB) | Available after Purchase | ||
| 3c. Medicaid Planning & Irrevocable Trusts - PowerPoint (Valla) (309.1 KB) | Available after Purchase | ||
| 4. Drafting the Revocable Trust - PowerPoint (Zampardi) (184.9 KB) | Available after Purchase | ||
| 5. Federal Estate Tax and NY Estate Tax - PowerPoint (Miller) (3.6 MB) | Available after Purchase | ||
| 6. Estate Planning Ethical Considerations - PowerPoint (Berger-Hausthor) (5.3 MB) | Available after Purchase | ||