Intermediate Trusts and Estates Planning (2019)

This beyond the basics program is designed for trusts and estates and elder law practitioners looking to take their understanding of estate planning to the next level. Experienced faculty will highlight current estate planning techniques and will cover topics including strategies to minimize the NY estate tax, the new NYS Power of Attorney form, case law under the Statutory Gifts Rider and planning with digital assets and IRAs. Explore the intersection of estate planning and matrimonial law as well as when and how to invoke trust decanting and the tax implications of doing so. Gain insight into drafting comprehensive estate plans to compliment every stage of your client’s life.

Speakrs:

Chair: Deborah Kearns I Albany County Surrogate's Court I Albany

Chair: Tara A. Pleat, Esq. I Wilcenski & Pleat PLLC I Clifton Park

JulieAnn Calareso I The Shevy Law Firm LLC I Albany

Katherine Carpenter, Eq. I Wilcenski & Pleat PLLC I Clifton Park

Richard D. Cirincione, Esq. I McNamee Lochner P.C.

David A. Kubikian, Esq. I Herzog Law Firm P.C. I Albany

Michael D. Stutman, Esq. I Stutman Stuman & Lichtenstein, LLP I New York