Trusts and Estates Law Section Curriculum

The Trusts & Estates Law Section brings together Association members who are interested in the law relating to trusts and estates, and in improvements and reforms in such laws.

The Section has an active legislative program, regularly examining pending legislation and advocates for changes on behalf of the Section and its Committees. 

Upcoming Programs
A Critical Review of MHL Article 81: How Can the Legal Community Do Better?

Friday, September 27 | 9:30 a.m. – 4:30 p.m. | NYC & Webcast

Intermediate Trusts & Estates Planning 2019
Thursday, October 3 |  9:00 a.m. – 4:30 p.m. | Albany & Webcast
Friday, October 4 | 9:00 a.m. – 4:30 p.m. | Westchester 
Friday, October 11 | 9:00 a.m. – 4:30 p.m. | NYC
Wednesday, October 16 | 9:00 a.m. – 4:30 p.m. | Rochester 
Thursday, October 17 | 9:00 a.m. – 4:30 p.m. | Long Island 

17th Annual Sophisticated Trusts & Estates Law Institute 

Friday, November 8 | 9:00 a.m. – 5:00 p.m. | NYC

Estate Litigation: 1401 Exam. & Contested Accountings 
Tuesday, December 3 | 9:00 a.m. – 5:00 p.m. | Albany 
Wednesday, December 4 | 9:00 a.m. – 5:00 p.m. | NYC
Tuesday, December 10 | 9:00 a.m. – 5:00 p.m. | Buffalo
Thursday, December 12 | 9:00 a.m. – 5:00 p.m. | Long Island

Beginner Level T&E Law Programs
What is a Trust? Basic Trusts (2019)
Anatomy of a Trust (2019)

Article 81 of the Mental Hygiene Law (Fall 2018)

Probate & Administration of Estates (Fall 2018)

Planning with your Clients Retirement and Life Insurance (Spring 2018) 

Estate Planning & Will Drafting 2018 | Spring 2018 

What You Need to Know as a Guardian Ad Litem (Spring 2018)
Hope For the Best Prepare for the Worst: Live & Die By the PreNup (Fall 2017)

Nuts & Bolts of Uncontested Probate Proceedings (Fall 2017) 

Drafting to Avoid Elder Abuse (Fall 2017)

Guardianship Practice in New York (Fall 2017) 

There's a New Law in Town: NY's New Digital Asset Legislation (Spring 2017) 

Probate and the Administration of Estates (Fall 2016)

Hot Topics in Trusts & Estates Law (Fall 2016) 

Introduction to Estate Planning (Fall 2015)

What You Need to Know as a Guardian Ad Litem (Spring 2016) 

Effective Trust Planning & Drafting (Spring 2014)

Power of Attorney: Practice and Litigation (Spring 2012)  

Bridging the Gap Segments
Drafting 101 | Wills, Trusts and POA’s
Elder Law - Advance Directives, Medicare, Medigap, Long Term Care Insurance, Medicaid
Will Drafting Basics for New York Practitioners
Introduction to the Practice of Elder Law
The New York State Statutory Power of Attorney Short Form
Estate Planning 101 | Drafting a Basic Will for a Client

Elder Law Update | What You Need to Know about Long Term Care, Medicare and Medicaid

Drafting a Basic Will for a Client

Client Counseling in Elder Law | Medicare and Medicaid Applications

Intermediate Level T&E Law Programs
Conducting SCPA 1404 Discovery (Fall 2017)
Elements of a Trust Decanting (Spring 2015)

Estate Planning and Will Drafting (Spring 2016)

Conflicts of Interest in Surrogate’s Court Matters (Spring 2015) 

The Tangled Web of Planning for Digital Assets (Spring 2015) 

Discovery Proceedings in Surrogate’s Court (Spring 2014)

Advanced Level T&E Law Programs
Family Governance Symposium (Spring 2019)
16th Annual Sophisticated Trusts & Estates Law Institute (Fall 2018) 
14th Annual International Estate Planning Institute (Spring 2018) 

14th Annual Sophisticated Trusts & Estates Law Institute (Fall 2017) 

Retirement, Annuity, Life Insurance Benefit Planning (Spring 2015)

Relevant Book and Form Products of Interest for Trusts and Estates Law
Estate Planning and Will Drafting in New York (with 2018 Revision) (Print) 
New York State Bar Association Estate Planning System - Downloadable  
PSS Guardianship, 2018-2019 (Print Edition) 
PSS Guardianship, 2018-2019 (E-Book) 
New York State Bar Association's Guardianship Forms--Powered by HotDocs® (Downloadable) 
New York State Bar Association's Surrogate's Court Forms -- Powered by HotDocs® (Downloadable) 
PSS: Probate and Administration of Decedents' Estates, 2018-2019 (Print Edition) 
PSS: Probate and Administration of Decedents' Estates, 2018-2019 (E-Book) 
Probate and Administration of New York Estates, 2nd Edition (with 2019 Revision) (Print) 

Learn More about the Trusts & Estates Law Section HERE

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NYSBA One Elk Street, Albany , NY 12207
Phone: 518-463-3200   Secure Fax: 518.463.5993