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Event Details

Effective Trust Planning and Drafting - Session IV

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Friday, December 06, 2013
12:00 PM - 1:15 PM Eastern Standard Time

Effective Trust Planning and Drafting: Doing the Best for Your Client Session IV - Special Needs Trusts


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

 Can’t attend in person? This program is also available via simultaneous live webcast option.

1.5 MCLE Credits

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).

All sessions will be webcast live from The State Bar Center, One Elk Street, Albany, NY. You may sign up to attend in-person at The Bar Center or to participate via simultaneous webcast.


This four-session 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. This fourth and final session this fall is on Special NeedsTrusts.

In 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. For example, a client may come into an appointment looking to have a Medicaid trust. The attorney may, upon looking at all the details, advise against it. What is involved in that process? 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.

Seminars to address other specific trusts will be planned for 2014.                                     

Series Overall Planning Chair

Michael E. O’Connor, Esq.
DeLaney & O’Connor LLP

Registration: 11:30 am to 12:00 noon (for in-person attendance at The Bar Center)
Program Presentation: 12:00 noon to 1:15 p.m. (Eastern Time) (for both in-person and live webcast)

Topic IV on December 6


This session will cover the various types of supplemental needs trusts, including third-party trusts and payback trusts.  It will consider both testamentary and living trusts within this context and advantages or disadvantages of actually funding the trust during life.  Given the statutory implications of these trusts, actual drafting issues will receive special attention.

 Cora A. Alsante, Esq., Hancock Estabrook, LLP, Syracuse.




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.

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.
New York State Bar Association
One Elk Street
Albany, NY 12207
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452

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