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Event Details

Anatomy of a Trust 2017 - ALB

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Tuesday, April 25, 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 Faculty
Overall Planning Co-Chairs
Sylvia E. Di Pietro, Esq., Law Office of Sylvia E. Di Pietro, Esq., LLC, New York, NY
Albany Chair:
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
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, including those who are newly admitted (less than twenty-four 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
1 Elk Street
Albany, NY 12207
Online Registration has closed, to register please contact the Member Resource Center at 1-800-582-2452