516-227-0700

CLE Seminar: Challenges in Will Drafting

calendar icon September 21, 2012

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Suffolk County Bar Association

560 Wheeler Road, Hauppauge, NY 11788

Intended Audience: Public

clock icon9:00am - 5:00pm

Pricing Note: $150 SCBA member; $175 non-mbr

Contact Info:
Phone: 631-234-5588

The following Farrell Fritz attorneys will be presenting:
Ilene S. Cooper, partner, Drafting to Avoid a Will Contest
Eric M. Kramer, partner, Elective Share Issues in Wills
Robert M. Harper, associate, Are You Ready for a 1404 Exam? How to Properly Document Your File

Why Attend?
This full-day program delves into virtually everything a practitioner might wish to know about effective will drafting – from the initial client interview through providing for complex issues or situations. The program is taught by a highly respected faculty with vast experience and is recommended to any attorney who may be called upon to draft a will for a client. Those who are novices will derive a solid foundation and seasoned practitioners will gain both a review of effective techniques and an arsenal of new tips and ideas. True to the course title, much of the instruction will look at challenging issues that can arise even in situations that, on the surface, would seem to be devoid of complications. The day includes a complimentary light breakfast and buffet luncheon.

Other Agenda Topics:
– Panel discussion: The Biggest Will Challenges
– Ethical Issues in Will Drafting and Process
– Trusts in Wills: Overview and Trusts for Minors
– Drafting for a Special Needs Beneficiary
– Estate Tax Considerations in Will Drafting
– Surrogate’s Court Cases Concerning Wills & Trusts
– Mock Will Execution and Sample Attestation Clauses and Witness Affidavits
– Error to Avoid in Will Drafting

Agenda:
8:30 a.m. registration & continental breakfast
9:00 a.m. to 5:00 p.m. seminar
12:15 p.m. to 1:15 p.m. lunch buffet
2:30 p.m. coffee break

MCLE Credit:
8 hours (4 professional practice; 3 skills; 1 ethics)

Fees:
$150 SCBA member
$100 student member or no MCLE
$175 non-member attorney

Suitable for transitional and non-transitional attorneys

Checks should be made payable to the Suffolk Academy of Law. Amex, MasterCard, Visa and Discover accepted.