Introduction To Estate Planning (2013)

Total MCLE Credits 7.5
Ethics Credit 1.0

This survey of major aspects of estate planning is designed to provide exposure rather than in-depth instruction. The first in a sequence of courses offered by the Trusts and Estates Law Section of the New York State Bar Association, this introduction is intended to heighten awareness for the issues confronting an estate planning practitioner.

Topics to be discussed:

1. Estate Planning Overview

2. Estate Planning Devices

2A. Lifetime Planning: An Overview

2B. Transfers on Death

3. Ethical Issues

4. Selected Aspects of Family Wealth Transfers

4A. Tax Implications of Family Wealth Transfers

4B. Testamentary Gifts

4C. Intervivos Gifts                             

4D. Gifts to Minors

4E. Charitable Planning

4F. The Irrevocable Life Insurance Trust

4G. ERISA and Qualified Plan Benefits

Albany Panel:

Co-Chairs:

Stacy L. Pettit, Esq., State of New York, Appellate Division, Third Department, Albany, NY

Cristine Cioffi, Esq., Cioffi Slezak Wildgrube P.C., Niskayuna, NY

Panel:

Stacy L. Pettit, Esq., State of New York, Appellate Division, Third Department, Albany, NY

Patricia J. Shevy, Esq., The Shevy Law Firm, LLC, Albany, NY

Cristine Cioffi, Esq., Cioffi Slezak Wildgrube P.C., Niskayuna, NY

Michelle H. Wildgrube, Esq., Cioffi Slezak Wildgrube P.C., Niskayuna, NY

Thomas J. Collura, Esq., Hodgson Russ LLP, Albany, NY

Michael R. Suprunowicz, Esq., Higgins, Roberts & Suprunowicz, P.C., Niskayuna, NY

Richard D. Cirincione, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany, NY

Robert S. Reynolds, Esq., Whiteman Osterman & Hanna LLP, Albany, NY

Total Credits: 7.50 | Ethics: 1.00, Skills: 2.50, Areas of Professional Practice: 4.00