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Event Details

Effective Trust Planning and Drafting Part Two - Session II

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Wednesday, May 21, 2014
12:00 PM - 1:15 PM Eastern Daylight Time


Effective Trust Planning and Drafting: Doing the Best for Your Client (Session II: Charitable Trusts)

NYSBA Trusts and Estates Law Section
NYSBA Elder Law and Special Needs Section
NYSBA Committee on Continuing Legal Education

1.5 MCLE Credits for Each Session
Each session in this advanced-level series has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

Picking up from last fall’s successful trust planning presentations, we are pleased to offer a new series of webcasts that will focus on four different types of trusts that are suitable for a client’s particular circumstances and goals that are revealed by the lawyer’s skillful interviewing and counseling. This second session is on Charitable Trusts.

As with last fall, this series will build your “toolbox” of estate/trust planning approaches by addressing several different trusts that are suitable for a client’s particular circumstances and goals that are revealed by the lawyer’s skillful interviewing and counseling.

In four separate sessions, the speakers will share techniques on how to communicate with clients and present reasonable alternatives, in addition to how to prepare the final trust document.  What information must we necessarily have in order to properly advise the client?  Only after the information gathering and analysis can the attorney reasonably look to the preparation of documents.  What then goes into the design of the documents and their drafting? The experienced speakers in this series will share successful techniques for planning for the individual client’s situation as well as their recommendations on drafting the resulting trusts. 

Remaining sessions this spring and summer in this series will be: Generation-Skipping Trusts on June 2 and Estate Tax Trusts on July 18. 

Series Overall Planning Chair
Michael E. O’Connor, Esq.,
DeLaney & O’Connor LLP, Syracuse

May 21, 2014, Noon to 1:15 p.m.
(This session is a live webcast only; no in-person attendance available)
What are the purposes of a charitable trust? Have the purposes been reduced or eliminated as a result of the high estate tax exemption currently in place? Are there alternatives to a charitable trust which should be considered in some cases? Consider wholly charitable trusts, charitable remainder trusts, and charitable lead trusts.
Hon. Eugene E. Peckham, Levene Gouldin & Thompson, LLP, Former Broome County Surrogate, Binghamton


Remember, other sessions this spring and summer will be:

June 2, 2014
Martin R. Goodman, Esq., Schlesinger Gannon & Lazetera LLP, New York City

July 18, 2014
Philip L. Burke, Esq., Woods Oviatt Gilman LLP, Rochester

Go to these Event pages at our website or call our Service Center at 1-800-582-2452 for further information or to register.



All program materials are distributed exclusively online in searchable PDF format, allowing attendees more flexibility in storing this information and allowing you to copy and paste relevant portions of the materials for specific use in your practice. A CLE NotePad © (paper) will be provided to all attendees at the live program site. The CLE NotePad © includes lined pages for taking notes on each topic, as well as any PowerPoint presentations submitted prior to printing.

Prior to a scheduled program date, all registrants will receive an email message containing a hyperlink that when clicked will provide you with access to the complete course materials in a searchable PDF format which can be downloaded to your computer using the “Save As” option under your “File” tab. Printing the complete materials is not required for attending the program. Online materials are updated periodically to reflect last minute submissions from program faculty, guaranteeing that you will always have the latest version of the materials.

Traditional printed course books may be ordered at the program site for a discounted price and will be shipped subsequent to the program date.


Program: 12:00 p.m. - 1:15 p.m.
THIS PROGRAM IS NEW YORK MCLE APPROVED FOR ALL ATTORNEYS, OTHER THAN THOSE WHO ARE NEWLY ADMITTED (LESS THAN 24 MONTHS). 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 get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452