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Event Details

Anatomy of a Trust 2017 NYC - Live & Webcast

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Wednesday, April 26, 2017
9:00 AM - 5:00 PM Eastern Daylight Time



7.5 MCLE Credits: (5.5 Skills; 1.0 Professional Practice; 1.0 Ethics)
Registration: 8:30 a.m. - 9:00 a.m.
Program: 9:00 a.m. - 5:00 p.m.
Tuesday, April 25, 2017 | Albany
Wednesday, April 26, 2017 | New York City (Live & Webcast)
Thursday, April 27, 2017 | Melville, L.I.
Tuesday, May 2, 2017 | Syracuse (Liverpool)
Revocable or Irrevocable?  Lifetime or Testamentary?  This comprehensive program will provide attendees with the fundamentals of creating various types of trusts.  Not only will the speakers discuss how to draft the trust, but when specific trusts are appropriate based on a client’s needs and goals.  The program will cover Irrevocable Medicaid Income Only Trusts, Special Needs Trusts, Pet Trusts, QTIP (Marital Deduction Trusts), Credit Shelter Trusts, Grantor Trusts and Life Insurance Trusts, among others. This program is designed for newly admitted attorneys, those new to estate and long term care planning, or practitioners who want a refresher on trusts.

Who Should Attend?  Newly admitted attorneys, attorneys new to the practice areas of estate and long term care planning, and practitioners looking for a refresher on trusts.


Program Planning Chair
Sylvia E. Di Pietro, Esq., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York
New York City Chair:
Lenore S. Davis, Esq.,
Attorney at Law, New York
Sylvia E. Di Pietro, Esq., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York
Elizabeth Forspan, Esq., Ronald Fattoullah & Associates, Great Neck
Veronica Escobar, Esq., The Law Offices of Veronica Escobar, Forest Hills
Avi Z. Kestenbaum, Esq., Meltzer, Lippe, Goldstein and Breitstone, LLP, Mineola
Marianna Schwartsman, Esq., Meltzer, Lippe, Goldstein and Brietstone, LLP, Mineola
Marianna Moliver, Esq., Attorney at Law, New York
Lenore Sharon Davis, Esq., Attorney at Law, Woodmere
Ian W. MacLean, Esq., The MacLean Law Firm, P.C., New York
Trusts and Estates Law Section Members: $148.75
Non-members: $275.00
Newly-Admitted Attorneys: $140.00
Students: $75.00
Reg: 8:30 a.m. Program: 9:00 a.m. - 5:00 p.m.
This course has been approved for all attorneys. PLEASE NOTE: Newly admitted attorneys attending via webcast will only receive Professional Practice and Ethics credit. 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.
Executive Conference Center
1601 Broadway @ 49th Street
New York, NY 10019
Online Registration has closed, to register please contact the Member Resource Center at 1-800-582-2452