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Anatomy Of A Trust 2017

7.5 MCLE Credits
5.5 Skills; 1.0 Professional Practice, 1.0 Ethics

Program Description
Revocable or Irrevocable?  Lifetime or Testamentary?  This comprehensive program will provide the fundamentals of creating various types of trusts.  Not only will the speakers discuss how to draft the trust, but when specific trusts are appropriate based on a client’s needs and goals.  This program is designed for newly admitted attorneys, those new to estate and long term care planning, or practitioners who want a refresher on trusts.

Topics to be Covered Include
> Irrevocable Medicaid Income Only Trusts
> Special Needs Trusts
> Pet Trusts
> QTIP (Marital Deduction Trusts)
> Credit Shelter Trusts
> Grantor Trusts
> Life Insurance Trusts

Program Chair
Sylvia E. Di Pietro, Esq.
| Law Office of Sylvia E. Di Pietro, Esq., LLC

Lenore S. Davis, Esq.
| Attorney at Law, New York
Elizabeth Forspan, Esq. | Ronald Fattoullah & Associates
Veronica Escobar, Esq. | The Law Offices of Veronica Escobar
Avi Z. Kestenbaum, Esq. | Meltzer, Lippe, Goldstein & Breitstone, LLP
Marianna Schwartsman, Esq. | Meltzer, Lippe, Goldstein & Brietstone, LLP
Marianna Moliver, Esq. | Attorney at Law
Lenore Sharon Davis, Esq. | Attorney at Law
Ian W. MacLean, Esq. | The MacLean Law Firm, P.C.

NYSBA Member: $175
Non-Member: $275

Program Co-Sponsors
Trusts and Estates Law Section
Committee on Continuing Legal Education

Click "Add to Cart" to purchase full program or click a title below to purchase by topic.

 1 What is a Trust?
Areas of Professional Practice: 1.00
 2 Irrevocable Medicaid Income Trusts Only
Skills: 1.00
 3 Pet Trusts
Skills: 0.50
 4 QTIP (Marital Deduction Trusts)
Skills: 0.50
 5 Credit Shelter Trusts
Skills: 0.50
 6 Grantor Trust and Life Insurance Trusts
Skills: 1.00
 7 Supplemental Needs Trusts
Skills: 1.00
 8 Ethical Considerations in Representing Fiduciaries
Ethics: 1.00
Non-Member Price: $275.00
Published Date:
  • April 26, 2017
  • Online On-Demand
Product Code:
  • VEP84
Areas Of Professional Practice Credit(s):
  • 1.0
Ethics and Professionalism Credit(s):
  • 1.0
Skills Credit(s):
  • 5.5
Total Credit(s):
  • 7.5