Home Trusts and Estates Law Home

Intro To Estate Planning

- Location -
New York Hotel Pennsylvania
401 Seventh Avenue (at 33rd St.)
New York, NY 10001
(212) 736-5000

Learn basic skills to help you become a "Practice Ready" attorney

7.5 total credits
(4.0 professional practice; 2.5 skills; 1.0 ethics)

By attending this program, you will:

• Learn how to prepare for an initial client interview
• Learn how to discuss the responsibilities of estate and post mortem planning with your client
• Learn about planning devices and documents (will, trusts, etc.)
• Hear discussions on ethical issues that may arise
• Learn about wealth transfers and gifts
• Learn about life insurance and other insurance issues

Co-sponsored by the Trusts and Estates Law Section and the Committee on Continuing Legal Education of the New York State Bar Association

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.

WHO SHOULD ATTEND

• All attorneys seeking a fundamental but practical overview of handling an estate planning matter
• Attorneys practicing in the area of Trusts & Estates Law, Elder Law or Family Law

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

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

10:40-11:00     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
  
11:30-12:20
3. ETHICAL ISSUES
     A. Ethics Code: An Introduction
     B. Actual or Potential Conflicts of Interest
     C. Letters of Engagement and Conflicts of Interest Strategies
     D. Legal Fees

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. Current Estate Tax Exemptions and Sunset Provision
        2. New York State Estate Tax
        3. Generation-Skipping Transfer Tax
        4. Income Taxation in Estate Planning: An Introduction
  
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

3:10-3:20     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)

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

4:20-4:50
 F.   The Irrevocable Life Insurance Trust
      1. Tax Issues
      2. “Crummey” Trusts and Provisions
 G.   ERISA and Qualified Plan Benefits 
       1. Due Diligence on Client’s Plans
        2. Lifetime Planning for Clients: An Introduction
       3. Beneficiary Designations

4:50-5:00     QUESTION AND ANSWER

5:00      ADJOURNMENT

PROGRAM FACULTY

Overall Planning Co-Chairs
Jennifer N. Weidner, Esq.
Boylan Code LLP
Rochester, NY

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

Local Chairs and Speakers (listed in order of appearance)

(M) October 24, 2011
Albany
Chairs: Deborah S. Kearns, Esq., Albany Law School, Law Clinic & Justice Center, Albany, NY * Michael R. Suprunowicz, Esq., Higgins, Roberts, Beyerl & Coan, P.C., Niskayuna, NY
Panel: Carl T. Baker, Esq., FitzGerald Morris Baker Firth PC, Glens Falls, NY * Patricia J. Shevy, Esq., The Shevy Law Firm, LLC, Albany, NY * Deborah S. Kearns, Esq., Albany Law School, Law Clinic & Justice Center, Albany, NY * Hon. Cathryn M. Doyle, Albany County Surrogate’s Court, Albany, NY * Thomas J. Collura, Esq., Tuczinski, Cavalier, Gilchrist & Collura, P.C., Albany, NY * Michael R. Suprunowicz, Esq., Higgins, Roberts, Beyerl & Coan, P.C., Niskayuna, NY * Richard D. Cirincione, Esq., McNamee, Lochner, Titus & Williams, P.C., Albany, NY * Tara A. Pleat, Esq., Wilcenski & Pleat PLLC, Clifton Park, NY * Robert S. Reynolds, Esq., Whiteman Osterman & Hanna LLP, Albany, NY

(M) October 24, 2011
New York City
Chair: Lisa Newfield, Esq., McCarthy Fingar LLP, White Plains, NY
Panel: Lisa M. Stern, Esq., Proskauer, New York, NY * Russell N. Adler, Esq., Epstein Becker & Green, P.C., New York, NY * Stacey B. Weinberg, Esq., Phillips Nizer LLP, New York, NY * Eric W. Penzer, Esq., Farrell Fritz PC, Uniondale, NY * G. William Haas, Esq., Morrison Cohen LLP, New York, NY * Leslie J. Wilsher, Esq., Greenfield Stein & Senior, LLP, New York, NY * Shu-Ping Shen, Esq., McDermott Will & Emery LLP, New York, NY * Lisa Newfield, Esq., McCarthy Fingar LLP, White Plains, NY * Joseph C. Mahon, Esq., Frankfurt Kurnit Klein & Selz, PC, New York, NY

(M) October 24, 2011
Syracuse
Chair: Martin A. Schwab, Esq., Bond, Schoeneck & King, PLLC, Syracuse, NY
Panel: Alicia S. Calagiovanni, Esq., Costello, Cooney & Fearon, PLLC, Syracuse, NY * Ami Setright Longstreet, Esq., Mackenzie Hughes LLP, Syracuse, NY * Elizabeth L. Perry, Esq., Bond, Schoeneck & King, PLLC, Syracuse, NY * David S. Kimpel, Esq., Ali, Pappas & Cox, P. C., Syracuse, NY * Robert F. Baldwin, Jr., Esq., Baldwin & Sutphen, LLP, Syracuse, NY * Martin L. Fried, Esq., Hancock Estabrook, LLP, Syracuse, NY * Christine Woodcock Dettor, Esq., Green & Seifter, Attorneys, PLLC, Syracuse, NY * Martin A. Schwab, Esq., Bond, Schoeneck & King, PLLC, Syracuse, NY

(T) October 25, 2011
Long Island (Melville)
Chair: Peter K. Kelly, Esq., Ruskin Moscou & Faltischek PC, Uniondale, NY
Panel: TBA * Lori A. Sullivan, Esq., Jaspan Schlesinger LLP, Garden City, NY * David R. Schoenhaar, Esq., Ruskin Moscou Faltischek, P.C., Uniondale, NY * Eric W. Penzer, Esq., Farrell Fritz PC, Uniondale, NY * Paul S. Hyl, Esq., Genser Dubow Genser & Cona LLP, Melville, NY * Sally M. Donahue, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola, NY * Eric M. Kramer, Esq., Farrell Fritz PC, Uniondale, NY * Lawrence E. Davidow, Esq., Davidow, Davidow, Siegel & Stern LLP, Islandia, NY * Adam J. Gottlieb, Esq., Ruskin Moscou Faltischek, P.C., Uniondale, NY

(T) October 25, 2011
Rochester
Chair: Audrey Patrone Peartree, Esq., Harris Beach PLLC, Pittsford, NY
Panel: Michael T. Belgiorno, Esq., Attorney, Rochester, NY * Robert G. Greene, Esq., Davidson Fink LLP, Rochester, NY * Daniel H. Overbeck, Esq., Underberg & Kessler LLP, Rochester, NY * Timothy Pellittiere, Esq., Law Office of Timothy Pellittiere, PLLC, Penfield, NY * Adam H. Brunner, Esq., Nixon Peabody LLP, Rochester, NY * Audrey Patrone Peartree, Esq., Harris Beach PLLC, Pittsford, NY * David R. Ferris, Esq., Harter Secrest & Emery LLP, Rochester, NY

(W) October 26, 2011
Buffalo
Chair:  Catherine T. Wettlaufer, Esq., Hiscock & Barclay LLP, Buffalo, NY
Panel: Sally B. Logan, Esq., Ed Northwood and Associates, Buffalo, NY * Kathryn A. Jackson, Esq., Kathryn A. Jackson, Attorney At Law, P.C., Williamsville, NY * Catherine T. Wettlaufer, Esq., Hiscock & Barclay LLP, Buffalo, NY * Jennifer G. Flannery, Esq., Damon Morey LLP, Buffalo, NY * Holly A. Beecher, Esq., Phillips Lytle LLP, Buffalo, NY * Brenda A. Mattar, Esq., Lockport, NY * Barbara A. Schaus, Esq., Schaus & Schaus, Attorney At Law, Buffalo, NY * Kevin J. Miller, Esq., Lancaster, NY * Raymond N. McCabe, Esq., Hiscock & Barclay, LLP, Buffalo, NY

(Th) October 27, 2011
Westchester
Chair: Charles T. Scott, Esq., Greenfield Stein & Senior, LLP, New York, NY
Panel: Stephen Hochhauser, Esq., Bertine, Hufnagel, Headley, Zeltner, Drummond & Dohn LLP, Scarsdale, NY * James P. Reduto, Esq., Bertine, Hufnagel, Headley, Zeltner, Drummond & Dohn LLP, Scarsdale, NY * Sara Meyers, Esq., Enea, Scanlan & Sirignano, LLP, White Plains, NY * Michael Markhoff, Esq., Danziger & Markhoff LLP, White Plains, NY * Eric W. Penzer, Esq., Farrell Fritz PC, Uniondale, NY * Laurence Keiser, Esq., Stern Keiser & Panken LLP, White Plains, NY * Susan Taxin Baer, Esq., Law Offices of Susan Taxin Baer, White Plains, NY * Kevin Matz, Esq., Kevin Matz & Associates PLLC, White Plains, NY * Lisa Newfield, Esq., McCarthy Fingar LLP, White Plains, NY * Susan B. Slater-Jansen, Esq., Kurzman Eisenberg Corbin & Lever, LLP, White Plains, NY

PROGRAM LOCATIONS

(M) October 24, 2011 
Albany
New York State Nurses Association
11 Cornell Road
Latham, NY 12110
(518) 782-9400

(M) October 24, 2011 
New York City
New York Hotel Pennsylvania
401 7th Avenue (b/w 33rd & 32 St.)
New York, NY 10001
(212) 736-5000

(M) October 24, 2011 
Syracuse
Crowne Plaza Syracuse Downtown
701 East Genesee Street
Syracuse, NY 13210
(315) 703-1913

(T) October 25, 2011 
Long Island (Melville)
Melville Marriott
1350 Old Walt Whitman Road
Melville, NY  11747
(631) 423-1600

(T) October 25, 2011 
Rochester
Holiday Inn Rochester Airport
911 Brooks Avenue
Rochester, NY  14624
(585) 328-6000

(W) October 26, 2011 
Buffalo
Holiday Inn Amherst
1881 Niagara Falls Blvd.
Amherst, NY 14228
(716) 691-8181

(Th) October 27, 2011 
Westchester (Mt. Kisco)
Holiday Inn Mt. Kisco
1 Holiday Inn Drive
Mt. Kisco, NY 10549
(914) 241-2600

MCLE CREDITS

7.5 total credits
(4.0 professional practice; 2.5 skills; 1.0 ethics)

This 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.

DIRECTIONS

(Across from Penn Station/Madison Square Garden)Transportation: Metroplitan Transportation: Subways: A, C, E, B, D, F, Q, N, R, 1,2, 3 & 9Buses: M16, M34, M4, M10, M20 & Q32Pennsylvania Rail Road Station: Long Island Railroad, Amtrak & NJ Transit (all trains)

The last day to pre-register online was October 23, 2011.

Members, please login to get member discounts.

Seminar
NYC-REGISTRATION	$165.00

Seminar
NYC-REGISTRATION	$250.00

Seminar
NYC-REGISTRATION	$60.00

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.