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

This archived webcast is a video online program that you will view and listen to on your computer screen.