Estate Planning and Will Drafting 2022

This program will highlight current estate planning techniques and the means of implementing them. This program is transitional and suitable for all attorneys including those newly admitted.

Topics to Include

• Beginning the Relationship

• Drafting the Will

• Medicaid Planning and Irrevocable Income Only Trust

• Drafting the Revocable Trust

• Supplemental Needs Trust

• Tax Planning

• Ethical Considerations

Speakers

Program Chair: Michael E. O'Connor, Costello, Cooney & Fearon, PLLC

Program Chair: Azriel J. Baer, Farrell Fritz, P.C.

Kathryn Grant Madigan, Levene Gouldin & Thompson

Allison A. Gatoff, Farrell Fritz, P.C.

Mary P. O'Reilly, Meltzer, Lippe, Goldstein & Breitstone, LLP

Patricia A. Craig, Cona Elder Law, PLLC

Elisa Shevlin Rizzo, Northern Trust

Patricia J. Shevy, The Shevy Law Firm