Estate Planning and Will Drafting CLE

February 7, 2018

CFA Society New York

1540 Broadway
New York, New York 10036

9:00am - 5:00pm

Ilene S. Cooper will be a presenter at this NYSBA and TELS combined CLE program.  Her topic of discussion will be estate planning overview.  See agenda below.

PROGRAM AGENDA

7.0 MCLE Credits (6.0 professional practice, 1.0 ethics)

8:30 a.m. – 9:00 a.m.         Registration

9:00 a.m. – 9:10 a.m.       Introductory Remarks

9:10 a.m. – 10:00 a.m.       Estate Planning Overview (Ilene S. Cooper)

• Interviewing the Client
• Elements of a Will
• Trusts
• –    Inter Vivos
• –    Testamentary
• Powers of Attorney
• Health Care Proxies
• Fiduciaries
• Will Execution

[1.0 MCLE Credits – professional practice]

• 10:00 a.m. – 10:50 a.m.     Will Drafting Overview
• 10:50 a.m. – 11:00 a.m.     Break
• 11:00 a.m. – 11:50 a.m.      Planning with Revocable Trusts
• 11:50 p.m. – 1:30 p.m.       Lunch (on your own)
• 1:30 p.m. – 2:20 p.m.        Lifetime Giving, Minors and Incapacitated Beneficiaries
• 2:20 p.m. – 3:10 p.m.         Tax Implications and Drafting
• 3:10 p.m. – 3:20 p.m.         Break
• 3:20 p.m. – 4:10 p.m.         Digital Assets
• 4:10 p.m. – 5:00 p.m.          Ethical Considerations
• 5:00 p.m.                              Adjournment