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Practical Skills - Introduction To Estate Planning

- Location -
Westchester Marriott
670 White Plains Road
Tarrytown, NY 10591
(914) 631-2200

7.5 TOTAL CREDITS
4.0 credit hours of professional practice and/or practice management; 2.5 of skills; 1.0 of ethics.
This basic-level course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).

PROGRAM DESCRIPTION
This survey of major aspects of estate planning is designed to provide exposure rather than in-depth instruction. The first in a sequence of courses offered by the Trusts and Estates Law Section of the New York State Bar Association, this introduction is intended to heighten awareness for the issues confronting an estate planning practitioner.

AGENDA
8:30-9:00 REGISTRATION

9:00-9:50
1.  ESTATE PLANNING OVERVIEW
 A.  Use of Checklists in Preparation for an Initial Client Interview
 B. Responsibilities of an Estate Planner
   1. Intervivos Gifts
   2. Non-testamentary Gifts and Assets
   3. Testamentary Assets
   4. Collection of Documents and Information from Client
 C. Post Mortem Estate Planning: An Introduction
Speakers: Ronnie S. Ringel, Esq. (NYC); Susan Carroll Picotte, Esq. (Albany); George E. Reidel, Jr., Esq. (Buffalo); Lawrence Mahon, Esq. (Long Island); Jason P. Torres, Esq. (Rochester); Mary C. King, Esq. (Syracuse); Katherine A. Lynch, Esq. (Westchester)

9:50-10:40
2. ESTATE PLANNING DEVICES: AN OVERVIEW
 A. Lifetime Planning: An Introduction
   1. Planning for Prospective Disability or Incapacity of a Client
     a. Powers of Attorneys: The New Statute and Forms
     b. Living Wills; Health Care Proxies
     c. Revocable Trusts
     d. “Medicaid” Planning and Asset Transfers
   2. Dealing with Disabled or Incapacitated Clients or Minors
     a. Article 81 of the Mental Hygiene Law
     b. Article 17-A of the Surrogate’s Court Procedure Act
     c. Article 17 of the Surrogate’s Court Procedure Act
Speakers: Lisa K. Friedman, Esq. (NYC); Patricia J. Shevy, Esq. (Albany); David J. Luzon, Esq. (Buffalo); Stephen B. Hand, Esq. (Long Island); Terrence C. Brown-Steiner, Esq. (Rochester); Elizabeth L. Perry, Esq. (Syracuse); Anthony J. Enea, Esq. (Westchester)

10:40-11:00  Coffee break

11:00-11:30
 B. Transfers on Death
   1. Wills
     a. Forms of Wills
     b. Execution of Wills
   2. Revocable Trust Agreements
     a. Drafting
     b. Execution
     c. Pour-over Wills
     d. Transfers to Trust
Speakers: Carole M. Bass, Esq. (NYC); Paul Macari, Esq. (Albany); Edward C. Robinson, Esq. (Buffalo); Thomas F. Werring, Esq. (Long Island); Terrence C. Brown-Steiner, Esq. (Rochester); Morgan R. Thurston, Esq. (Syracuse); Michael Markhoff, Esq. (Westchester)
  
11:30-12:20
3. ETHICAL ISSUES
  A. New Ethics Code: An Introduction
  B. Actual or Potential Conflicts of Interest
  C. Letters of Engagement and Conflicts of Interest Strategies
  D. Legal Fees
Speakers: Douglas H. Evans, Esq. (NYC); Jennifer M. Boll, Esq. (Albany); Victoria L. D'Angelo, Esq. (Buffalo); Christopher J.L. Deziel, Esq. (Long Island); Terrence C. Brown-Steiner, Esq. (Rochester); Michael E. O’Connor, Esq. (Syracuse); Gary B. Freidman, Esq. (Westchester)

12:20-12:30  Question and answer period

12:30-1:30  Lunch (on your own)

1:30-2:20
4. SELECTED ASPECTS OF FAMILY WEALTH TRANSFER
 A. Tax Implications of Family Wealth Transfer
   1. Federal Estate and Gift Tax: An Overview
     a. Property Includable in Decedent’s Gross Estate
     b. Estate Tax Deductions
     c. Estate Tax Credits
     d. Gift Tax Exemptions
     e. Scheduled Phase-out of Estate Tax
   2. New York State Estate Tax
   3. Generation-Skipping Transfer Tax
   4. Income Taxation in Estate Planning: An Introduction
Speakers: Evelyn M. Capassakis, Esq. (NYC); Thomas J. Collura, Esq. (Albany); Thomas F. Hewner, Esq. (Buffalo); Morris Sabbagh, Esq. (Long Island); Elizabeth K. Randisi, Esq. (Rochester); Robert D. Scolaro, Esq. (Syracuse); Lisa Newfield, Esq. (Westchester)
  
2:20-3:10
 B.    Testamentary Gifts
   1. Pre-Residuary Bequests
   2. Residuary Bequests
   3. Spousal Right of Election
   4. Trusts
     a. Credit-Shelter Trusts (Tax Avoidance)
     b. Marital Deduction Planning
     c. Q-Tip Trusts
     d. Trusts for Minors
     e. Supplemental Needs Trusts
   5. Will Drafting Issues
Speakers: Joseph M. Samulski, Esq. (NYC); Thomas J. Collura, Esq. (Albany); Lisa J. Allen, Esq. (Buffalo); Bill P. Parkas, Esq. (Long Island); Elizabeth K. Randisi, Esq. (Rochester); Alicia S. Calagiovanni, Esq. (Syracuse); Karen J. Walsh, Esq. (Westchester)

3:10-3:20 COFFEE/SOFT DRINK BREAK

3:20-3:50
 C.  Intervivos Gifts
   1. Gifts, other than Marital or Charitable Gifts, not Subject to Taxation
   2. Gifts under a Durable Power of Attorney: An Introduction to Major Gifts Rider to POA Form
   3. Irrevocable Trusts: An Introduction
 D. Gifts to Minors
   1. Outright Gifts under the Uniform Transfers to Minors Act
   2. Trusts under I.R.C. 2503(c) or (b)
Speakers: Pamela Ehrenkranz, Esq. (NYC); Paul Macari, Esq. (Albany); Edward C. Robinson, Esq. (Buffalo); Eric M. Kramer, Esq. (Long Island); Adam H. Brunner, Esq. (Rochester); Christine Woodcock Dettor, Esq. (Syracuse); Denise P. Ward, Esq. (Westchester)

3:50-4:20
 E. Charitable Planning
   1. Income and Estate and Gift Tax Deductions
   2. Outright Bequests
   3. Use of Trusts: An Introduction to Split-Interest Techniques
Speakers: Karin J. Barkhorn, Esq. (NYC); Deborah S. Kearns, Esq. (Albany); Bruce D. Reinoso, Esq. (Buffalo); Stephen B. Hand, Esq. (Long Island); Adam H. Brunner, Esq. (Rochester); Christine Woodcock Dettor, Esq. (Syracuse); Susan Slater-Jansen, Esq. (Westchester)

4:20-4:50
 F. Life Insurance and Other Insurance Issues
   1. The Irrevocable Life Insurance Trust
     a. Tax Issues
     b. “Crummey” Trusts and Provisions
   2. Other Insurance, like Health Care Insurance and Long-Term Care Policies
 G.    ERISA and Qualified Plan Benefits
   1. Due Diligence on client’s plans
   2. Lifetime Planning for Clients: An Introduction
   3. Beneficiary Designations
Speakers: Lee Slavutin, MD, CLU (NYC – Topic F); Stephen J. Krass, Esq. (NYC – Topic G); Deborah S. Kearns, Esq. (Albany); Bruce D. Reinoso, Esq. (Buffalo); Victor M. Finmann, Esq. (Long Island); Adam H. Brunner, Esq. (Rochester); David S. Kimpel, Esq. (Syracuse); Susan Slater-Jansen, Esq. (Westchester)

4:50-5:00  Question and Answer Period

5:00   Adjournment

PROGRAM FACULTY
Overall Planning Co-Chairs

Jennifer Weidner, Esq.
Harter Secrest & Emery LLP
Rochester

Frank W. Streng, Esq.
McCarthy Fingar LLP
White Plains

Local Chairs and Speakers (listed in order of appearance)

Monday, October 19, 2009
New York City:
 Chair: Jonathan J. Rikoon, Esq., Debevoise & Plimpton LLP, New York City
  * Ronnie S. Ringel, Esq., Fiduciary Trust Company International, New York City
  * Lisa K. Friedman, Esq., Law Office of Lisa K. Friedman, New York City
  * Carole M. Bass, Esq., Sonnenshein Nath & Rosenthal LLP, New York City
  * Douglas H. Evans, Esq., Sullivan & Cromwell LLP, New York City
  * Evelyn M. Capassakis, Esq., PricewaterhouseCoopers LLP, New York City
  * Joseph M. Samulski, Esq., The Bank of New York Mellon Corporation, New York City
  * Pamela Ehrenkranz, Esq., Wachtell, Lipton, Rosen & Katz, New York City
  * Karin J. Barkhorn, Esq., Bryan Cave LLP, New York City
  * Lee Slavutin, MD, CLU, Stern Slavutin-2, Inc., New York City
  * Stephen J. Krass, Esq., Krass, Snow & Schmutter, P.C., New York City

Tuesday, October 20, 2009
Albany:
 Chair: Thomas J. Collura, Esq., Tuczinski Cavalier Gilchrist & Collura PC, Albany
  * Susan Carroll Picotte, Esq., Cooper Erving & Savage LLP, Albany
  * Patricia J. Shevy, Esq., The Shevy Law Firm, LLC, Albany
  * Paul Macari, Esq., The Martin Law Firm, Troy
  * Jennifer M. Boll, Esq., Tuczinski Cavalier Gilchrist & Collura PC, Albany
  * Thomas J. Collura, Esq., Tuczinski Cavalier Gilchrist & Collura PC, Albany
  * Deborah S. Kearns, Esq., Albany Law School, Law Clinic & Justice Center, Albany

Buffalo:
 Chair: Lisa J. Allen, Esq., Harris Beach PLLC, Buffalo
  * George E. Riedel, Jr., Esq., Lipsitz Green Scime Cambria LLP, Buffalo
  * David J. Luzon, Esq., Phillips Lytle LLP, Buffalo
  * Edward C. Robinson, Esq., Hurwitz & Fine, PC, Buffalo
  * Victoria L. D'Angelo, Esq., Jaeckle Fleischmann & Mugel, LLP, Amherst
  * Thomas F. Hewner, Esq., Cole, Sorrentino, Hurley, Hewner & Gambino, P.C., Buffalo
  * Lisa J. Allen, Esq., Harris Beach PLLC, Buffalo
  * Bruce D. Reinoso, Esq., Magavern Magavern Grimm LLP, Buffalo

Long Island:
 Chair: Stephen B. Hand, Esq., Jaspan Schlesinger LLP, Garden City
  * Lawrence Mahon, Esq., Mahon, Mahon, Kerins & O'Brien, LLC, Garden City South
  * Stephen B. Hand, Esq., Jaspan Schlesinger LLP, Garden City
  * Thomas F. Werring, Esq., Franchina & Giordano, P.C., Garden City
  * Christopher J.L. Deziel, Esq., Vishnick McGovern Milizio LLP, Lake Success
  * Morris Sabbagh, Esq., Vishnick McGovern Milizio LLP, Lake Success
  * Bill P. Parkas, Esq., McCoyd, Parkas & Ronan LLP, Garden City
  * Eric M. Kramer, Esq., Farrell Fritz PC, Uniondale
  * Stephen B. Hand, Esq., Jaspan Schlesinger LLP, Garden City
  * Victor M. Finmann, Esq., Cullen & Dykman LLP, Garden City

Rochester:
 Chair:  Stephanie T. Seiffert, Esq., JP Morgan Chase Bank, Rochester
  * Jason P. Torres, Esq., Nixon Peabody LLP, Rochester
  * Terrence C. Brown-Steiner, Esq., Odorisi Law Firm, East Rochester
  * Elizabeth K. Randisi, Esq., Weinstein Murphy, Rochester
  * Adam H. Brunner, Esq., Boylan, Brown, Code, Vigdor & Wilson, LLP, Rochester

Syracuse:
 Chair: Martin A. Schwab, Esq., Bond, Schoeneck & King, PLLC, Syracuse
  * Mary C. King, Esq., Hancock & Estabrook, LLP, Syracuse
  * Elizabeth L. Perry, Esq., Bond, Schoeneck & King, PLLC, Syracuse
  * Morgan R. Thurston, Esq., Onondaga County Department of Social Services, Syracuse
  * Michael E. O'Connor, Esq., DeLaney & O'Connor LLP, Syracuse
  * Robert D. Scolaro, Esq., Scolaro Shulman Cohen Fetter & Burstein PC, Syracuse
  * Alicia S. Calagiovanni, Esq., Costello, Cooney & Fearon, PLLC, Syracuse
  * Christine Woodcock Dettor, Esq., Green Seifter Attorneys, PLLC, Syracuse
  * David S. Kimpel, Esq., Ali, Pappas & Cox, P. C., Syracuse

Westchester:
 Chair: Charles T. Scott, Esq., Chief Clerk - Surrogate's Court, White Plains
  * Katherine A. Lynch, Esq., O'Connor, McGuiness, Conte, Doyle & Oleson, White Plains
  * Anthony J. Enea, Esq., Enea, Scanlan & Sirignano LLP, White Plains
  * Michael Markhoff, Esq., Danziger & Markhoff LLP, White Plains
  * Gary B. Freidman, Esq., Greenfield Stein & Senior LLP, New York City
  * Lisa Newfield, Esq., McCarthy Fingar LLP, White Plains
  * Karen J. Walsh, Esq., Walsh, Amicucci & Pantaleo LLP, Purchase
  * Denise P. Ward, Esq., Grean & Ward, Port Chester
  * Susan B. Slater-Jansen, Esq., Kurzman Eisenberg Corbin & Lever, LLP, White Plains

PROGRAM LOCATIONS

Monday, October 19, 2009
New York City
New York's Hotel Pennsylvania
401 Seventh Avenue (at 33rd St.)
New York, NY 10001
(212) 736-5000

Tuesday, October 20, 2009
Albany
Albany Marriott
189 Wolf Road
Albany, NY 12205
(518) 458-8444

Buffalo
Ramada Inn & Conference Center
2402 N. Forest Road
Buffalo, NY 14226-0823
(716) 636-7500

Long Island
Melville Marriott Long Island
1350 Old Walt Whitman Road
Melville, NY 11747
(631) 423-1600

Rochester
Holiday Inn Rochester Airport
911 Brooks Avenue
Rochester, NY 14624
(585) 328-6000

Syracuse
Sheraton Syracuse University Hotel & Conference Center
801 University Avenue
Syracuse, NY 13210-0801
(315) 475-3000

Westchester
Westchester Marriott
670 White Plains Road
Tarrytown, NY 10591
(914) 631-2200

Important Note: If you plan to pre-register within 10 days of the program or register at the door, please call us at (800) 582-2452 or in Albany and surrounding area, dial (518) 463-3724, to verify that the program is not sold out or that the date or location has not been changed. Those who pre-register in advance of the program will automatically be notified of any such changes and will receive a full refund up to the day prior to the program, if they cannot attend and notify us of their cancellation. Please pre-register as early as possible.

INFORMATION AND POLICIES
Pre-registration Strongly Advised: You can save money and guarantee your seat and course materials by registering early. Registrations received or postmarked within 10 days of the event, or at the door, are subject to a higher registration fee. Seating is limited in all locations and registrations are taken on a first-come, first-served basis. If you plan to pre-register within 10 days of the program or to register at the door, please call the CLE Registrar’s Office at (800) 582-2452 to verify that the program is not sold out or that the date or location has not been changed. Pre-registrants are guaranteed a seat and set of course materials, and will automatically be notified if there are any such changes in the date or location of the program.

Cancellations are easy – full refunds are given: Your full registration fee will be refunded if you give us notice no later than the close of business (4:45 p.m. EST) on the day prior to the date of the program for which you registered. To cancel, write the CLE Registrar’s Office at One Elk Street, Albany, New York 12207; or fax (518) 487-5618; or call (800) 582-2452. If you do not cancel and do not attend the program, a complete set of materials will be forwarded to you in consideration of the registration fee. Non-registrants may purchase program materials after the final program date.

MCLE Credit: This program is acceptable for MCLE credit in New York and many other MCLE jurisdictions. Please see inside of this brochure for details.

Discounts and Scholarships: NYSBA members may apply for a discount or scholarship to attend this program, based on financial hardship. Under that policy, any member of our Association who has a genuine financial hardship may apply in writing, not later than two working days prior to the program, explaining the basis of his/her hardship, and, if approved, may receive a discount or scholarship, depending on the circumstances. For more details, please contact our CLE Registrar’s Office at (800) 582-2452.

Non Members - Join the NYSBA and enjoy great discounts on CLE seminars, products, and other valuable NYSBA services. NYSBA members can save 30 percent or more over non-members on CLE seminars alone. Join now and take advantage of NYSBA membership discounts throughout the year.
If you wish to join, please contact NYSBA Membership Services at (518) 487-5577 and an application will be sent to you.

Tape Recording of NYSBA Seminars is not permitted.

Accommodations for Persons with Disabilities: We will make every reasonable effort to ensure that our programs are held in locations with barrier-free access for persons with mobility impairments. If you are planning to attend one of our programs and need assistance relating to some other type of disability, please contact us sufficiently in advance and let us know so that we can be prepared to make reasonable accommodations.

7.5 TOTAL CREDITS
4.0 credit hours of professional practice and/or practice management; 2.5 of skills; 1.0 of ethics.
This basic-level course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).

This program has also been approved for MCLE credit by the State Bar of California and the Pennsylvania Continuing Legal Education Board for 5.5 credit hours of substantive law and 1.0 credit hour of ethics. All inquiries regarding MCLE credits may be directed to (518) 487-5606.

This course includes 6.5 credit hours for the Continuing Professional Education (CPE) requirements of New York and New Jersey CPAs.  Sponsor Numbers:  New York: 000026; New Jersey: 20CE00099900.

The New York State Bar Association’s Committee on Continuing Legal Education has been certified by the New York State Continuing Legal Education Board as an accredited provider of continuing legal education in the State of New York.

IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED. Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot receive MCLE credit for a program segment unless they are present for the entire segment.  Persons who arrive late, depart early, or are absent for any portion of the segment will not receive credit for that segment.

CLICK HERE TO PRINT A COPY OF THE REGISTRATION FORM 

CLICK HERE TO VIEW THE COLOR BROCHURE

Directions
From Tappan Zee Bridge Exit 9. After toll booth turn right onto Route 9 North, next traffic light turn right onto Route 119--hotel is 1 mile east 

The last day to pre-register online was October 19, 2009.

Members, please login to get member discounts.

Seminar
WC-P/S Introduction To Estate Planning	$90.00

Seminar
WC-P/S Introduction To Estate Planning	$145.00

Seminar
WC-P/S Introduction To Estate Planning	$55.00

Accommodations for Persons with Disabilities:
NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O'Brien at 800-582-2452 or cobrien@nysba.org.