Estate Planning and Will Drafting (2016)
Total Credits: 7.0 (Professional Practice 6.0, Ethics 1.0)
This program will highlight current estate planning techniques and the means of implementing such techniques through a discussion of drafting of wills and trusts. You will finish this program knowing how to write a basic Will. Discussions will also include trusts for minors, charitable trusts, lifetime giving and planning for those with disabilities, tax implications and planning, digital assets, and ethical considerations. General practice and new attorneys should watch, along with anyone who may not be a trusts and estates practitioner, but has been asked to write a Will.
Topics to be covered include:
• Credit Shelter, Generation-Skipping and Disclaimer Trusts
• Planning With Revocable Trusts
• Lifetime Giving, Minors and Incapacitated Beneficiaries
• Tax Implications and Drafting
• Digital Assets
• Charitable Estate Planning
• Conflicts of Interest and Dual Representation
… and much more!
Speakers:
Amy F. Altman, Esq., Melzer Lippe, Long Island, NY
Lisa Barbieri, Esq. Assistant Attorney General, Charities Bureau, New York, NY
Jill Choate Beier, Esq., Marymount College, New York, NY
Irini Nagi Bekhit, Esq., Richmond County Surrogate's Court, Staten Island, NY
Sylvia Di Pietro, Esq., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York, NY
Laurence Keiser, Esq., Stern, Keiser & Panken LLP, White Plains
Kevin Matz, Esq., Kevin Matz & Associates PLLC, White Plains, NY
Marc E. Selden, Esq., Wilk Auslander LLP, New York, NY
Member Price:
$175.00
Join (or renew) for special member pricing
Non-Member Price:
$275.00
Published Date:
- April 20, 2016
Format:
- Online On-Demand
Product Code:
- VEH84
Areas Of Professional Practice Credit(s):
- 6.0
Ethics and Professionalism Credit(s):
- 1.0
Total Credit(s):
- 7.0
