NY Trusts 101 – Video Replay

Agenda

9:00 a.m. – 9:05 a.m.

Welcome and Introductory Remarks

9:05 a.m. – 9:35 a.m.

1. Revocable Trusts

Johanna C. David, Esq., Forchelli Deegan Terrana LLP, Uniondale, NY

(0.5 MCLE Credit in Areas of Professional Practice)

9:35 a.m. – 10:05 a.m.

2. Irrevocable Trusts

Christina Lamm, Esq., Makofsy Velente Law Group, P.C., Garden City, NY

(0.5 MCLE Credit in Areas of Professional Practice)

10:05 a.m. – 10:15 a.m.

Break

10:15 a.m. – 10:45 a.m.

3. Credit Shelter Trusts & Qualified Terminable Interest Trusts

Britt N. Burner, Esq., Burner Prudenti Law, P.C, New York, NY

(0.5 MCLE Credit in Areas of Professional Practice)

10:45 a.m. – 11:15 a.m.

4. Supplemental Needs Trusts (First and Third Party)

Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC, Clifton Park, NY

(0.5 MCLE Credit in Areas of Professional Practice)

11:15 a.m. – 11:25 a.m.

Break

11:25 a.m. – 11:55 a.m.

5. Generation Skipping Trusts

Karen T. Schiele, Esq., Carter Ledyard & Milburn LLP, New York, NY

Alison Powers Herman, Esq., Carter Ledyard & Milburn LLP, New York, NY

(0.5 MCLE Credit in Areas of Professional Practice)

11:55 a.m. – 12:25 p.m.

6. Irrevocable Life Insurance Trusts &Grantor Retained Annuity Trusts

Azriel J. Baer, Esq., Farrell Fritz, PC. Uniondale, NY

(0.5 MCLE Credit in Areas of Professional Practice)

12:25 p.m. – 12:35 p.m.

Break

12:35 p.m. – 1:00 p.m.

Question & Answer Session with Speakers

Moderator: Julia L. Santo, Esq., Lamson & Cutner, P.C., New York, NY