Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques (2007)

This basic-to-intermediate level program focuses on the uses of trusts as vehicles for achieving financial planning goals of your clients. The experienced panelists discuss the various types of trusts and their recommended uses depending on your clients’ specific situations.

Time has been set aside in the program to address some of the ethical considerations faced by practitioners in this area.

The presentations should be useful to those with some basic trust and estate planning experience and should serve as a helpful review for more experienced practitioners.

Program Contents

· Trust Planning Overview

· Ethical Considerations

· Revocable Living Trusts

· Trusts for Spouses

· Trusts for Minors

· Trusts for Charity

· Trusts for Disabled and Elderly Persons

· Trusts with Retained Interests

· Trusts for Special Assets

Program Speakers

Stacy L. Pettit, Esq.
Chief Clerk, Albany County Surrogate's Court
—Albany

Carl T. Baker, Esq.
Fitzgerald Morris Baker Firth P.C.
—Glens Falls

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

Thomas J. Collura, Esq.
Tuczinski, Cavalier, Burstein & Collura, P.C.
—Albany

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

Margaret Z. Reed, Esq.
Reed & Vella LLP
—Delmar

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

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

Michael R. Suprunowicz, Esq.
Higgins, Roberts, Beyerl & Coan, P.C.
—Niskayuna

Total MCLE Credits...... 7.0

Ethics MCLE Credits..... 0.5

* 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
Trust Your Planning (2007) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1744	$40.00	$60.00
+ Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques (2007) (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) 1744M	$85.00	$160.00
* Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques (2007) (MCLE Audio on CD) D7441	$175.00	$260.00
* Trust Your Planning: A Comprehensive Review of Trust Planning and Drafting Techniques (2007) (CLE on DVD) F7441	$200.00	$290.00
Trust Your Planning - Spring 2007 [Audio] (On-Line Programs) 80744	$150.00	$235.00