Webinar | What is a Trust?
Learn the basic elements of trust drafting from basic terminology, differentiating between the elements of a trust, trust funding and dissecting a sample trust.
Sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education
Tuesday July 16, 2019 | 12:00 P.M. – 1:00 P.M.
1.0 MCLE Credits: 1.0 Areas of Professional Practice
NYSBA Member: $50 | Non-Member: $150
- Basics and Terminology
- Lifetime versus Testamentary
- Execution Requirements
- Revocable versus Irrevocable
- Getting a Taxpayer Identification Number
- Funding the Trust
- Sample Revocable Trust
Kirsten Dunn, Esq., Dunn & Dunn, PLLC, Canajoharie
If you are unable to participate in the webinar on July 16th or miss this program, all registrants will have access to the program archive. You will be able to pose questions in real time to the speaker on July 16th by participating in the webinar.
Tuition Assistance: Any New York attorney who has a genuine financial hardship may apply for tuition assistance for a CLE program. Learn more at www.nysba.org/TuitionAssistance.
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.