Materials
| MCLE Verification Form (148.9 KB) | Available after Purchase | ||
| Power of Attorney By David Goldfarb Esq (105.1 KB) | Available after Purchase | ||
| Powers of Attorney - What Trusts & Estates Elder Law and Special Needs Planning Attorneys Need To Know By Katy Carpenter Esq. & Joanna C. Feldman Esq. (270.8 KB) | Available after Purchase | ||
| Power of Attorney By JulieAnn Calareso (102.3 KB) | Available after Purchase | ||
| Power of Attorney Supplemental Materials By JulieAnn Calareso (2.5 MB) | Available after Purchase | ||
| Estate Taxation in New York: An Exploration of Intermediate Planning Issues By Robert M. Freedman, Esq. & Alexis R. Gruttandauria, Esq. (113.9 KB) | Available after Purchase | ||
| Federal Tax Appendix A (20.7 KB) | Available after Purchase | ||
| Santa Clause Articles (2.3 MB) | Available after Purchase | ||
| New York State Estate Tax Reformed TSB-M-14(6)M (218.1 KB) | Available after Purchase | ||
| IRAs and Roth IRA Conversions By Bruce D. Steiner, Esq. (1.6 MB) | Available after Purchase | ||
| Trusts as Beneficiaries of Retirement Benefits By Bruce D. Steiner, Esq. (1.3 MB) | Available after Purchase | ||
| Trust as Beneficiaries of Retirement Benefits powerpoint By Bruce D. Steiner, Esq. (1.6 MB) | Available after Purchase | ||
| IRA Planning Under the Required Minimum Distribution Rules By Brian K. Haynes, Esq.. (332.5 KB) | Available after Purchase | ||
| Roth Conversions Under ATRA By Bruce D. Steiner, Esq. (635.4 KB) | Available after Purchase | ||
| IRA rollovers Trusts Estates By Bruce D. Steiner, Esq. (571.1 KB) | Available after Purchase | ||
| Trust as beneficiaries of retirement benefits By Bruce D. Steiner, Esq. (692.7 KB) | Available after Purchase | ||
| Spousal Rollovers Article By Bruce D. Steiner, Esq. (612.2 KB) | Available after Purchase | ||
| Tax Reform Opens a Window for Roth Conversions By Bruce D. Steiner, Esq. (700.4 KB) | Available after Purchase | ||
| IRA Trust runs out of beneficiaries By Bruce D. Steiner, Esq. (428.7 KB) | Available after Purchase | ||
| Practical Matrimonial Pointers for the Trust & Estate Practitioner By Michael D. Stutman, Esq. (14.4 KB) | Available after Purchase | ||
| IRAs and Roth Conversions powerpoint By Bruce D. Steiner, Esq. (1.8 MB) | Available after Purchase | ||
| Estate Planning with IRAs By Tara A. Pleat, Esq. (267.5 KB) | Available after Purchase | ||
| Altering Wealth Transfer Strategies Incident to Divorce By Jessica A. Cohan, Cynthia A. Duncan, & James D. Spratt, Jr. (564.3 KB) | Available after Purchase | ||
| Trust Decanting: A Practical Guide By Diana R. Clarkson, Esq. & Graham S. Leonard, Esq. (292.6 KB) | Available after Purchase | ||
| Decanting Trusts By Bruce D. Steiner, Esq. (367.1 KB) | Available after Purchase | ||
| Advising Clients: The Challenge of Digital Assets By Jill Choate Beier, Esq. (408 KB) | Available after Purchase | ||
| Digital Assets By Katy Carpenter, Esq. (299.1 KB) | Available after Purchase | ||
| Where Estate Planning Meets Matrimonial Law Cases (1.4 MB) | Available after Purchase | ||
| Faculty Biographies (860.6 KB) | Available after Purchase | ||
| Coursebook (10.3 MB) | Available after Purchase | ||