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Introduction To Estate Planning (2015)

Introduction To Estate Planning (2015)

 
Total Credits: 7.5
(Professional Practice 4.0, Skills 2.5, Ethics 1.0)
 
This basic-to-intermediate level program is designed as a well-rounded overview of what a practitioner will likely encounter, and should consider as strategies for clients, in the realm of estate planning. The experienced faculty members will review the substantive law, suggest practice tips, and highlight recommended steps you should take in your counseling, based on typical but also thorny issues your clients may bring to you. Ethical guidelines will be addressed, as well as ethical dilemmas that may be lurking below the surface in the course of an active estate planning practice.
 
Topics to be covered include:
 
• Preparing for an initial client interview
• How to discuss the responsibilities of estate and post mortem planning with your client
• Planning devices and documents (will, trusts, etc.)
• Ethical issues and guidelines
• Wealth transfers and gifts
• Life insurance and other insurance issues

 

 
Program Faculty:
 
Chair: Ian W. MacLean, Esq., MacLean Law Firm, P.C., New York City
 
Speakers:
 
Lee D. Caney, Esq., Dechert LLP, New York City
 
Sylvia E. Di Pietro, Esq., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York City 
 
Jaclyn G. Feffer, Esq., Senior Vice President and Fiduciary Counsel, Bessemer Trust Company, N.A., New York City
 
Ian W. MacLean, Esq., MacLean Law Firm, P.C., New York City
 
Michael S. Schwartz, Esq., Curtis, Mallet-Prevost, Colt & Mosle LLP, New York City
 
Marc Selden, Esq., Selden Law Group, P.C., New York City
 
Patricia J. Shevy, Esq., The Shevy Law Firm, LLC, Albany
 
Margaret C. Sylvester, Esq., Greenfield Stein & Senior, LLP, New York City
 
Kaylin L. Whittingham, Esq., Whittingham Law, New York City.
 

 

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

Non-Member Pricing: $275.00
Published Date:
  • December 8, 2015
Format:
  • Online On-Demand
Product Code:
  • VEC94
Areas Of Professional Practice Credit(s):
  • 4.0
Ethics and Professionalism Credit(s):
  • 1.0
Skills Credit(s):
  • 2.5
Total Credit(s):
  • 7.5