Estate Planning and Will Drafting 2025

Wednesday, May 14

9:00 a.m. – 9:05 a.m.

Welcome and Introduction

Moderator:

Julia L. Santo, Esq., Abrams Fensterman, LLP, Lake Success, NY

9:05 a.m. – 9:35 a.m.

1. Beginning the Relationship – Reasons to Estate Plan & Advance Directives

• Interviewing the Client

• Financial Information and Family

• Powers of Attorney

• Health Care Proxies and Living Wills

Speaker:

Julia L. Santo, Esq., Abrams Fensterman, LLP, Lake Success, NY

0.5 Credit in Areas of Professional Practice 

9:35 a.m. – 10:25 a.m.

2. Will Drafting

• 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:

Lauren C. Enea, Esq., Enea, Scanlan & Sirignano, LLP, White Plains, NY

1.0 Credit in Areas of Professional Practice 

10:25 a.m. – 11:15 a.m.

3. Medicaid Planning and Irrevocable Income Only Trusts

• Basic Medicaid Eligibility Rules

• Asset Protection Trusts

- Income Only Trust

- Powers of Appointment

- Revoking an Irrevocable Trust

- Coordinating with Estate Plan and Will

Speaker:

Ashley M. Valla, Esq., Haley Weinblatt & Calcagni, LLP, Islandia, NY

1.0 Credit in Areas of Professional Practice

---------------------------------------------------------------------------------------------------------------------

Thursday, May 15

9:00 a.m. – 9:05 a.m.

Welcome and Introduction

Moderator:

Julia L. Santo, Esq., Abrams Fensterman, LLP, Lake Success, NY

9:05 a.m. – 9:35 a.m.

4. Drafting the Revocable Trust

• Coordination with Pour Over Will

• Capacity and Execution

• Single Trust or Joint Trust

• Trust Provisions During Grantor’s Lifetime

• Trust Provisions Upon Grantor’s Death

• Administrative Provisions

- Fiduciaries

- Trust Protectors

- Accounting Requirements

- Funding the Trust

Speaker:

Abby C. Zampardi, Esq., Fern Finkel & Associates, PLLC, Brooklyn, NY

0.5 Credit in Areas of Professional Practice

9:35 a.m. – 10:25 a.m.

5. Federal and New York State Tax Planning

• Lifetime Giving

• Federal and New York State Estate Tax

• Charitable Gifts and the “Santa” Clause

• Fiduciary Income Tax

• Marital Deduction (QTIP) Trusts v. Disclaimers

• Credit Shelter Trusts- Funding with NYS or Federal Exemption

Speaker:

Daniel R. Miller, Esq., Miller & Miller Law Group PLLC, Brooklyn, NY

1.0 Credit in Areas of Professional Practice 

10:25 a.m. – 11:15 a.m.

6. Ethical Considerations

• Conflicts of Interest

• Dual Representation

• Putnam/Weinstock/Saterlee Considerations

• SCPA 2307(a) and Rule 207.16(e) Attorney-Fiduciary Issues

• Drafting Retainer Agreements

Speaker:

Erica R. Berger-Hausthor, Esq., Fern Finkel & Associates, PLLC, Brooklyn, NY

1.0 Credit in Ethics