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.
Overall Planning Co-Chairs
Sylvia E. Di Pietro, Esq., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York, NY
Patricia Shevy, Esq., The Shevy Law Firm, LLC, Albany
Michael D. Dezik, Esq., Wilcenski & Pleat, PLLC, Clifton Park, NY
Tara Anne Pleat, Esq., Wilcenski & Pleat, PLLC, Clifton Park, NY
Lucy Kats, Esq., Whiteman Osterman & Hanna, LLP, Albany, NY
Thomas J. Collura, Esq., Hodgson Russ, LLP, Albany, NY
Audrey Patrone Peartree, Esq., Harris Beach PLLC, Pittsford, NY
Nicole Clouthier, Esq., Cioffi, Slezak, Wildgrube, P.C., Schenectady, NY
Phillip M. Tribble, Esq., Tribble Law, Clifton Park, NY