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.
• 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
Thomas J. Collura, Esq. (Chair, Moderator and
Tuczinski, Cavalier, Gilchrist & Collura, P.C.
Carl T. Baker, Esq.
Fitzgerald Morris Baker Firth PC
Richard D. Cirincione, Esq.
McNamee, Lochner, Titus & Williams, P.C.
Bonnie McGuire Jones, Esq.
Jones Wilcenski & Pleat PLLC
Deborah S. Kearns, Esq.
Visiting Assistant Clinical Professor
Director, Taxpayer Clinic
Albany Law School
Gerald P. Leary, Jr., Esq.
Balzer and Leary, PLLC
Patricia J. Shevy, Esq.
The Shevy Law Firm LLC
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.”
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
+ 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
* Estate Planning for the Middle Class Client (2009) (MCLE Audio on CD) D9931
* Estate Planning for the Middle Class Client (2009) (CLE on DVD) F9931
Estate Planning for the Middle Class Client (2009) [Audio] (On-Line Programs) 80993
+ Each additional person who uses the recorded media for MCLE credit must purchase a copy of this "MCLE coursebook"
* This recording already includes one copy of the MCLE course materials. Course materials provided electronically for all CLE Online Programs, and for CD/DVD Programs from 2010 and later. CD/DVD Programs prior to 2010 include a printed copy of the course materials.
NEW YORK STATE BAR ASSOCIATION, ONE ELK STREET, ALBANY, NY 12207 PH: (518) 463-3200 SECURE FX: (518) 463-5993