Advanced Document Drafting For The Elder Law Attorney (2013)

6.5 MCLE Credits

This program will provide the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client. As you will note in the program agenda, a full range of documents, and their suitability for different clients and situations, will be discussed by the experienced elder law practitioners on the faculty.

Not only will the program provide document samples, but each document will be analyzed, and its purpose and use explained to maximize the benefit of the document's intended purpose.

Program Topics

I. DRAFTING REVOCABLE TRUSTS AND WILLS IN THE ELDER LAW CONTEXT

II. PROBLEMS / BENEFITS OF NEW POA STATUTE THREE YEARS LATER

III. DRAFTING IRREVOCABLE TRUSTS

IV. MISCELLANEOUS DRAFTING ISSUES: FROM PROMISSORY NOTES TO CAREGIVER CONTRACTS TO COST BASIS OF GIFTED ASSETS: MISTAKES NOT TO MAKE

V. BASIC OVERVIEW OF ESTATE DISCOUNT VEHICLES: FLPs, CRTs, etc.

VI. DRAFTING SUPPLEMENTAL NEEDS TRUSTS
 

Program Faculty

Chair and Moderator

Ronald A. Fatoullah, Esq.
Ronald Fatoullah & Associates
Great Neck

Speakers 

Stephanie J. Braunstein, Esq.
Sharon Kovacs Gruer, P.C.
Great Neck 

David J. DePinto, Esq.
DePinto Law Associates, P.C.
Melville 

David Goldfarb, Esq.
Goldfarb Abrandt Salzman & Kutzin LLP
New York City 

Saundra M. Gumerove, Esq.
Law Offices of Saundra M. Gumerove, Esq.
Jericho 

Avi Z. Kestenbaum, Esq.
Meltzer, Lippe, Goldstein & Breitstone, LLP
Mineola 

Debby R. Rosenfeld, Esq.
Ronald Fatoullah & Associates
Great Neck

Total Credits: 6.50 | Skills: 3.50, Areas of Professional Practice: 3.00