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Estate Planning And Will Drafting 2018

Estate Planning And Will Drafting 2018

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 learn 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.
  • Estate Planning Overview
  • Will Drafting Overview
  • Planning with Revocable Trusts
  • Lifetime Giving, Minors and Incapacitated Beneficiaries
  • Tax Implications and Drafting
  • Digital Assets
  • Ethical Considerations

Program Chair
Patricia Shevy, Esq., The Shevy Law Firm, Albany

Local Program Chairs
Albany Chair: Jennifer M. Boll, Esq., Bond Schoeneck & King, PLLC, Albany 
Westchester Chair: Gail M. Boggio, Esq., McCarthy Fingar, LLP, White Plains

NYC Program Faculty
Moderator & Speaker
Ian W. MacLean, Esq., The MacLean Law Firm, P.C., New York, NY

Ilene S. Cooper, Esq., Farrell Fritz, P.C., Uniondale
Michael S. Schwartz, Esq., Curtis, Mallet-Prevost, Colt & Mosle, LLP, New York, NY

Non-Member Price: $275.00
  • DVD+MP3
Product Code:
  • FEY44
Areas Of Professional Practice Credit(s):
  • 6.0
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 7.0