Estate Planning and Will Drafting
February 6, 2018
1350 Walt Whitman Road
Melville, NY 11747
9:00am - 5:00pm
$175 | $275 | $135
Pricing Note: NYSBA Member, Non-Member, Section Member
Eric Penzer will be chairing this CLE seminar. Joseph La Ferlita and Jordan Linn will be speakers.
Program Description
This full-day program will highlight current estate planning techniques and the means of implementing such techniques through a discussion of drafting of wills and trusts. Attendees will leave this program knowing how to write a basic will. Discussions will also include trusts for minors, charitable trusts, lifetime giving and planning for those with disabilities, tax implications and planning, digital assets, and ethical considerations.
Agenda Topics
- Estate Planning Overview
- Will Drafting Overview
- Planning with Revocable Trusts
- Lifetime Giving, Minors and Incapacitated Beneficiaries
- Tax Implications and Drafting
- Digital Assets
- Ethical Considerations
Co-sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education of the New York State Bar Association. The program registration page can be found at the following link: www.nysba.org/EstatePlanningandWillDrafting.