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
• Estate Planning Overview
• Estate Planning Devices
• Transfers on Death
• Ethical Issues
• Selected Aspects of Family Wealth
• Testamentary Gifts
• Intervivos Gifts and Gifts to Minors
• Charitable Planning
• Irrevocable Life Insurance Trusts and ERISA Qualified
Deborah S. Kearns, Esq. (Chair and Speaker)
Albany Law School, Law Clinic & Justice Center
Carl T. Baker, Esq.
FitzGerald Morris Baker Firth PC
Richard D. Cirincione, Esq.
McNamee, Lochner, Titus & Williams, P.C.
Thomas J. Collura, Esq.
Tuczinski, Cavalier, Gilchrist & Collura, P.C.
Hon. Cathryn M. Doyle
Albany County Surrogate
Tara A. Pleat, Esq.
Wilcenski & Pleat, PLLC
Robert S. Reynolds, Esq.
Whiteman Osterman & Hanna LLP
Patricia J. Shevy, Esq.
The Shevy Law Firm, LLC
Michael R. Suprunowicz, Esq.Higgins, Roberts,
Beyerl & Coan, P.C.
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.
NEW YORK STATE BAR ASSOCIATION, ONE ELK STREET, ALBANY, NY 12207 PH: (518) 463-3200 SECURE FX: (518) 463-5993
Copyright © New York State Bar Association, 2011