Estate Planning and Will Drafting 2018
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
- Estate Planning Overview
- Will Drafting Overview
- Planning with Revocable Trusts
- Lifetime Giving, Minors and Incapacitated Beneficiaries
- Tax Implications and Drafting
- Digital Assets
- Ethical Considerations
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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If you have any questions about this program, please contact staff attorney Sally Bratten.