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
Speakers
Ilene S. Cooper, Esq., Farrell Fritz, P.C., Uniondale
Michael S. Schwartz, Esq., Curtis, Mallet-Prevost, Colt & Mosle, LLP, New York, NY
Member Price:
$175.00
Join (or renew) for special member pricing
Non-Member Price:
$275.00
Format:
- 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
