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Event Details

Estate Planning & Will Drafting 2018 ALB

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Date:
Friday, February 09, 2018
Time:
9:00 AM - 5:00 PM Eastern Standard Time
Press Register button below for pricing.

NYSBA Member: $175
 


 

Estate Planning and Will Drafting 2018
 

Program Description

This full-day program will highlight current estate planning techniques and the means of implementing such techniques through a discussion of drafting of wills and trusts. Attendees will leave this program knowing how to write a basic will. Discussions will also include trusts for minors, charitable trusts, lifetime giving and planning for those with disabilities, tax implications and planning, digital assets, and ethical considerations.

Who Should Attend

Attorneys in the general practice of law, estate and trust planners, elder law attorneys, and those interested in a basic knowledge of taxation as it applies to wills and trusts.

Sponsored by the Committee on Continuing Legal Education and the Trusts & Estates Law Section

Live CLE Program & Webcast

Tuesday, February 6, 2018 – Syracuse Sheraton University Hotel
Tuesday, February 6, 2018 - Long Island – Melville Marriott
Wednesday, February 7, 2018 – NYC (live webcast) – CFA Society New York
Thursday, February 8, 2018 – Holiday Inn Mt. Kisco
Thursday, February 8, 2018 - Classics V Banquet Center Buffalo
Friday, February 9, 2018 – New York State Bar Association
Friday, February 9, 2018 – RIT Inn & Conference Center

7.0 MCLE Credits: 6.0 Areas of Professional Practice,1.0 Ethics

NYSBA Member: $175 | Non-Member: $275
Section Member: $135

 

 

Agenda Topics

  • Estate Planning Overview
  • Will Drafting Overview
  • Planning with Revocable Trusts
  • Lifetime Giving, Minors and Incapacitated Beneficiaries
  • Tax Implications and Drafting
  • Digital Assets
  • Ethical Considerations

 

Program Chair
Patricia Shevy, Esq., The Shevy Law Firm, Albany

Local Program Chairs
Jennifer M. Boll, Esq., Bond Schoeneck & King, PLLC, Albany 
Gail M. Boggio, Esq., McCarthy Fingar, LLP, White Plains

Albany Program Faculty

Jennifer Boll, Esq., Bond Schoeneck & King, Albany
Judy Nolfo McKenna, Esq., Nolfo McKenna Law, Albany
Richard Cirincione, Esq., McNamee Lochner, PC, Albany
Lucy Kats, Esq. Whiteman Osterman & Hanna, LLP, Albany
JulieAnn Calareso, Esq., The Shevy Law Firm, LLC, Albany
Katherine Carpenter, Esq., Wilcenski & Pleat PLLC, Clifton Park
Deborah Kearns, Esq., Albany County Surrogate’s Court, Albany
Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC, Clifton Park

_________________________________________________________________________________________________________________

Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys.  For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.

Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey.  If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.

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.

 

 

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To view the full list of Continuing Legal Education Programs, click here.

If you have any questions about this program, please contact staff attorney Sally Bratten.

 

 

Additional Information: 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.
Address:
New York State Bar Association
One Elk Street
Albany, NY 12207
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