Introduction To Estate Planning (2013)
Related Products
- Tax Implications Of Family Wealth Transfer (2013) - Online On-Demand
- The Irrevocable Life Insurance Trust (2013) - Online On-Demand
- Intervivos Gifts And Gifts To Minors (2013) - Online On-Demand
- Estate Planning Overview (2013) - Online On-Demand
- Estate Planning: Ethical Issues (2013) - Online On-Demand
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
Click "Add to Cart" to purchase full program or click a title below to purchase by topic.
1 | Estate Planning Overview (2013) |
Skills: 0.50 |
2 | Estate Planning Devices (2013) |
Skills: 1.00 |
3 | Transfers On Death (2013) |
Skills: 0.50 |
4 | Estate Planning: Ethical Issues (2013) |
Ethics: 1.00 |
5 | Tax Implications Of Family Wealth Transfer (2013) |
Areas of Professional Practice: 1.00 |
6 | Testamentary Gifts (2013) |
Areas of Professional Practice: 1.00 |
7 | Intervivos Gifts And Gifts To Minors (2013) |
Areas of Professional Practice: 0.50 |
8 | Charitable Planning (2013) Available with purchase of full program |
MCLE Credit: 0.00 |
9 | The Irrevocable Life Insurance Trust (2013) |
Areas of Professional Practice: 0.50 |
- October 30, 2013
- Online On-Demand
- VDC11
- 4.0
- 1.0
- 2.5
- 7.5

