Description
Total MCLE Credits 7.5
Ethics Credit 1.0
This survey of major aspects of estate planning is designed to provide exposure rather than in-depth instruction. The first in a sequence of courses offered by the Trusts and Estates Law Section of the New York State Bar Association, this introduction is intended to heighten awareness for the issues confronting an estate planning practitioner.
Materials
Slides |
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| 1_Estate_Planning_Overview_PowerPoint_Slides_by_Stacy_Pettit | Available after Purchase | ||
| 2A_B_Estate_Planning_Devices_PowerPoint_Slides_by_Patricia_Shevy | Available after Purchase | ||
| 4A. Tax Implications PowerPoint Slides by Tom Collura | Available after Purchase | ||
| 4F. Life Insurance Trust PowerPoint Slides by Robert Reynolds | Available after Purchase | ||
Materials |
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| Course Book Front Pages | Available after Purchase | ||
| Table of Contents | Available after Purchase | ||
| 1. Estate Planning Overview | Available after Purchase | ||
| 1. PowerPoint Slides by Stacy Pettit | Available after Purchase | ||
| 2A. Lifetime Planning - An Introduction | Available after Purchase | ||
| 2B. Transfers on Death | Available after Purchase | ||
| 3. Ethical Issues | Available after Purchase | ||
| 4A. Tax Implications of Family Wealth Transfers | Available after Purchase | ||
| 4A. PowerPoint Slides by Tom Collura | Available after Purchase | ||
| 4B. Testamentary Gifts | Available after Purchase | ||
| 4C. Intervivos Gifts and Topic 4D. Gifts to Minors | Available after Purchase | ||
| 4E. Charitable Planning | Available after Purchase | ||
| 4F. The Irrevocable Life Insurance Trust | Available after Purchase | ||
| 4F. PowerPoint Slides by Robert Reynolds | Available after Purchase | ||
| 4G. ERISA and Qualified Plan Benefits | Available after Purchase | ||
| Faculty Biographies | Available after Purchase | ||
| Entire Course Book | Available after Purchase | ||