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CLE Programs

July 25, 2023

Drafting the Will and Medicaid Planning & Irrevocable Income Trust Only – Video Replay

Drafting the Will and Medicaid Planning & Irrevocable Income Trust Only – Video Replay

Drafting the Will and Medicaid Planning_VR_675

Allison A. Gatoff and Michael E. O'Connor will discuss these topics:

Drafting the Will

• Capacity and Execution

• Specific and General Bequests

• Testamentary Trusts for Young Beneficiaries

• Testamentary Trusts for Spendthrifts

• Administrative Provisions

– Survivorship Requirements

– No Contest Clause

– Tax Allocations/Apportionment

– Sample Will

Speaker: Allison A. Gatoff | Farrell Fritz, P.C. | Uniondale, NY

Medicaid Planning and Irrevocable Income Only Trust

• Basic Medicaid Eligibility Rules

• Asset Protection Trusts

– Income Only Trust

– Powers of Appointment

– Revoking an Irrevocable Trust

– Coordinating with Estate Plan and Will

Speaker: Michael E. O’Connor | Costello Cooney Fearon | Syracuse, NY

Start Date:
  • July 25, 2023
Start Time:
  • 11:00 AM
End Time:
  • 1:00 PM
Areas Of Professional Practice Credit(s):
  • 2.0
Total Credit(s):
  • 2.0
Region:
  • Virtual Participation
Format:
  • Webinar
Product Code:
  • 0MC51Z_02
Section Member Price: $60.00
NYSBA Member Price: $75.00 Join (or renew) for special member pricing
Non-Member Price: $125.00
Sponsoring Committee Group
  • Trusts & Estates Law Section
  • Committee on Continuing Legal Education