NYSBA Member: $175
Intermediate Trusts & Estates Planning
This beyond the basics program is designed for trusts and estates and elder law practitioners looking to take their understanding of estate planning to the next level. Experienced faculty will highlight current estate planning techniques and will cover topics including strategies to minimize the NY estate tax, the new NYS Power of Attorney form, case law under the Statutory Gifts Rider and planning with digital assets and IRAs. Explore the intersection of estate planning and matrimonial law as well as when and how to invoke trust decanting and the tax implications of doing so. Gain insight into drafting comprehensive estate plans to compliment every stage of your client’s life.
Sponsored by the Trusts & Estate Law Section and the Committee on Continuing Legal Education.
Live & Webcast
Thursday, October 3, 2019 | Albany (Webcast)
Friday, October 4, 2019 | Tarrytown
Friday, October 11, 2019 | NYC
Wednesday, October 16, 2019 | Rochester
Thursday, October 17, 2019 | Long Island
7.0 MCLE Credits: 7.0 Areas of Professional Practice
NYSBA Member: $175 | Non-Member: $275
Co-Sponsoring Section Member: $150
- Update on the NYS Power of Attorney
- NYS Estate Tax Revisited
- Estate Planning with Digital Assets
- Estate Planning with IRAs
- Decanting Trusts
- Where Estate Planning Meets Matrimonial Law
Program Co- Chairs
Audrey Peartree, Esq. | Harris Beach, LLP | Pittsford
Robert M. Freedman, Esq. | Schiff Hardin LLP | NYC
Chairs: Deborah Kearns I Albany County Surrogate's Court I Albany & Tara A. Pleat, Esq. I Wilcenski & Pleat PLLC I Clifton Park
JulieAnn Calareso I The Shevy Law Firm LLC I Albany
Katherine Carpenter, Eq. I Wilcenski & Pleat PLLC I Clifton Park
Richard D. Cirincione, Esq. I McNamee Lochner P.C.
David A. Kubikian, Esq. I Herzog Law Firm P.C. I Albany
Michael D. Stutman, Esq. I Stutman Stuman & Lichtenstein, LLP I New York
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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To view the full list of Continuing Legal Education Programs, click here.
If you have any questions about this program, please contact staff attorney Sally Bratten.