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