Description
This recording provides a survey of many of the major aspects of estate planning. Presented on a basic level, the course aims to heighten awareness for the issues confronting an estate planning practitioner.
Materials
Slides |
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| Shevy_PowerPoint_Slides_For_Topic_2A_Lifetime_Planning_An_Introduction | Available after Purchase | ||
| Reynolds_PowerPoint_Slides_For_Topic_4F_Life_Insurance_and_Retirement_Benefits | Available after Purchase | ||
Materials |
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| Course book front pages | Available after Purchase | ||
| Table of Contents | Available after Purchase | ||
| 1_Amelar_Estate_Planning_Overview | Available after Purchase | ||
| 2_Mariani_Fact_Gathering_Checklists | Available after Purchase | ||
| 3_Glossary | Available after Purchase | ||
| 4_Bailly_Hancock_Changes_for_POA_in_NY | Available after Purchase | ||
| 5_Ron_Weiss_NY_POA_Legislation | Available after Purchase | ||
| 6_Shevy_Health_Care_Proxy_and_Living_Wills | Available after Purchase | ||
| 7_Reid_Revocable_Trusts | Available after Purchase | ||
| 8_Krooks_NY_Medicaid | Available after Purchase | ||
| 9_Enea_Basics_of_Medicaid_Eligibility | Available after Purchase | ||
| 10_Bailly_Article_81_of_MHL_Appointment_of_Guardian | Available after Purchase | ||
| 11_Guardianship_in_Surrogates_Court_Article_17_17-A | Available after Purchase | ||
| 12_OConnor_Drafting_NonTax_Will_Provisions | Available after Purchase | ||
| 13_Baker_NY_Will_Drafting_Techniques | Available after Purchase | ||
| 14_Reid_Revocable_Trusts | Available after Purchase | ||
| 15_Streng_Ethical_Issues_for_TE_Lawyers | Available after Purchase | ||
| 16_Dunlop_Barkhorn_Federal_Estate_and_Gift_Taxation | Available after Purchase | ||
| 17_OConnor_NY_Estate_Gift_Taxes | Available after Purchase | ||
| 18_Baker_NY_Will_Drafting_Techniques | Available after Purchase | ||
| 19_Dunlop_Barkhorn_Federal_Estate_and_Gift_Taxation_UPDATED_Oct2011 | Available after Purchase | ||
| 20_Harris_Right_of_Election | Available after Purchase | ||
| 21_Porter_Gaynor_Lifetime_Gifts_and_Trusts_for_Minors | Available after Purchase | ||
| 22_Cohen_Charitable_Techniques_in_Estate_Planning | Available after Purchase | ||
| 23_Evans_Estate_Planning_with_Life_Insurance | Available after Purchase | ||
| 24_Pratt_Making_the_Most_of_Retirement_Plans | Available after Purchase | ||
| Faculty biographies | Available after Purchase | ||
| Entire Course Book | Available after Purchase | ||