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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
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 Price: $275.00


Now through December 1, save 30% off all NYSBA Publications, downloadable forms, and our Automated Power of Attorney, when you use the code PUB9435 at checkout.

Note: Does not apply to Practical Skills Series titles.

Published Date:
  • December 8, 2015
  • 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