Hot Topics in Trusts and Estates Practice (2004)

The underlying theme to this seminar is “what are some of the difficult and even unforeseen issues I could encounter in my trusts and estates practice over the next few years?” This intermediate-to-advanced level program explores with you practical issues and problems that could arise for your clients who have come to you for counseling and advice on their finances, their estates and even the status and appropriate use of their health and medical information.

The Health Insurance Portability and Accountability Act (“HIPAA”) has ushered in a new era of handling patient/client health information with which lay persons, not to mention trusts and estates counselors, may not yet be totally comfortable, and the first segment of this program highlights the important provisions of this law and suggest how to avoid the traps it may hold for the unwary trusts and estates lawyer.

The next part of the program explores in depth some of the underlying and potential conflicts of interest and ethical challenges faced by trusts and estates practitioners, and how to recognize and successfully deal with them in the course of your representation and counseling.

Finally, the program offers guidance on several of today’s substantive issues that often pose confusing questions the counselor must sort out for his or her clients and indirectly, for those the client is seeking to benefit.

Program Contents

· The Effect of HIPAA on Trusts and Estates Practice

· Recognizing and Handling Ethical Dilemmas Inherent in Your Trusts and Estates Practice

· Current Issues and Recurring Problems Faced by Trusts and Estates Practitioners

Program Speakers

Robert Wm. Johnson, III, Esq. (Chair)
Martin, Shudt, Wallace, DiLorenzo & Johnson
—Troy

David L. Evans, Esq.
Urbach Kahn & Werlin
—Albany

Stephen B. Hand, Esq.
Jaspan Schlesinger Hoffman LLP
—Garden City

Robert N. Swidler, Esq.
General Counsel
Northeast Health
—Troy

Timothy B. Thornton, Esq.
McNamee Lochner Titus & Williams, P.C.
—Albany

Total MCLE Credits                        4.0

Ethics MCLE Credits                       1.5

* Each additional person who uses the tapes for MCLE credit must purchase a copy of the “MCLE coursebook.”

Product Type	Member Price	Non Member Price
Hot Topics in Trusts and Estates Practice (2004) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1576	$40.00	$60.00
+ Hot Topics in Trusts and Estates Practice (2004) (MCLE credit only if you have access to the course's audio/video/CD recording. You cannot receive MCLE credit from a coursebook alone.) (CLE CourseBooks) 1576M	$60.00	$125.00
* Hot Topics in Trusts and Estates Practice (2004) (MCLE Audio on CD) D5761	$115.00	$195.00