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Introduction to Estate Planning (2011)

This recording provides a survey of many of the major aspects of estate planning. Presented on a basic level, the course aims to heighten awareness for the issues confronting an estate planning practitioner.

Program Topics

• Estate Planning Overview

• Estate Planning Devices

• Transfers on Death

• Ethical Issues

• Selected Aspects of Family Wealth Transfers

• Testamentary Gifts

• Intervivos Gifts and Gifts to Minors

• Charitable Planning

• Irrevocable Life Insurance Trusts and ERISA Qualified Plans

Program Speakers

Deborah S. Kearns, Esq. (Chair and Speaker)
Albany Law School, Law Clinic & Justice Center
—Albany

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

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

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

Hon. Cathryn M. Doyle 
Albany County Surrogate
—Albany

Tara A. Pleat, Esq. 
Wilcenski & Pleat, PLLC
—Clifton Park

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 7.5
Ethics MCLE Credits 1.0

The product type below that starts with the letter 'V' is a video online program that you will view and listen to on your computer screen.

The product type beginning with the number '8' is an audio-only online program that you may listen to through your computer OR download to a portable media player.

Product Type	Member Price	Non Member Price
Introduction to Estate Planning (2011) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1B88	$40.00	$60.00
+ Introduction to Estate Planning (2011) (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) 1B88M	$85.00	$160.00
* Introduction to Estate Planning (2011) (MCLE Audio on CD) DB881	$175.00	$260.00
* Introduction to Estate Planning (2011) (CLE on DVD) FB881	$200.00	$290.00
Introduction to Estate Planning (2011) [Video] (On-Line Programs) VB881	$150.00	$235.00
Introduction to Estate Planning (2011) [Audio] (On-Line Programs) 80B88	$150.00	$235.00