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Estate Planning for the Middle Class Client (2009)

While what qualifies as a “middle class family” may be a moving target in today’s economy, such families quite often have substantial issues requiring careful and expert planning. This program will educate the attorney on the details of recognizing, addressing and solving some of the commonly arising non-tax situations and problems. For example, how do you coordinate planning for Medicaid and long term care insurance with the general estate plan? Or, what are the best ways to address subsequent marriages and “blended” families and “equalize” assets for all concerned? Or, how and when should you use revocable trusts in your estate plans?

Of special note is that the program reviews the new Power of Attorney statute. Finally, the faculty discusses ethical issues of specific concern to trusts and estates practitioners.

Program Contents

• Dealing with Second or Troubled Marriages
• Taxes in a Nutshell
• Medicaid and Long-Term Planning
• Drafting the Will
• IRAs and Qualified Plans
• Revocable Trusts
• Ethical Considerations
• Powers of Attorney

Program Speakers

Thomas J. Collura, Esq. (Chair, Moderator and Speaker)
Tuczinski, Cavalier, Gilchrist & Collura, P.C.
—Albany

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

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

Bonnie McGuire Jones, Esq.
Jones Wilcenski & Pleat PLLC
—Clifton Park

Deborah S. Kearns, Esq.
Visiting Assistant Clinical Professor
Director, Taxpayer Clinic
Albany Law School
—Albany

Gerald P. Leary, Jr., Esq.
Balzer and Leary, PLLC
—Albany

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


Total MCLE Credits 7.5
Ethics MCLE Credits 1.0


* 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
Estate Planning for the Middle Class Client (2009) (This product cannot be used to receive MCLE credit) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1993	$40.00	$60.00
+ Estate Planning for the Middle Class Client (2009) (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) 1993M	$85.00	$160.00
* Estate Planning for the Middle Class Client (2009) (MCLE Audio on CD) D9931	$175.00	$260.00
* Estate Planning for the Middle Class Client (2009) (CLE on DVD) F9931	$200.00	$290.00
Estate Planning for the Middle Class Client (2009) [Audio] (On-Line Programs) 80993	$150.00	$235.00