Introduction To Estate Planning 2015 LI – CLE
October 15, 2015
1350 Walt Whitman Road
Melville, NY 11747
Intended Audience: Attorneys
9:00am - 5:00pm
$175, $148.75, $275
Pricing Note: NYSBA Member: Trusts and Estates Law Section Member: Non-Member respectively
Contact Info:
Jean Nelson
Phone: 518.463.3200
Email: jnelson@nysba.org
The NYSBA will hold its Fall 2015 CLE Conference on October 15. Eric W. Penzer and Joe La Ferlita will be among the presenters at this CLE, Joe will also moderate.
This basic-to-intermediate level program is designed as a well-rounded overview of what a practitioner will likely encounter, and should consider as strategies for clients, in the realm of estate planning. The experienced faculty members will review the substantive law, suggest practice tips, and highlight recommended steps you should take in your counseling, based on typical but also thorny issues your clients may bring to you. Ethical guidelines will be addressed, as well as ethical dilemmas that may be lurking below the surface in the course of an active estate planning practice.
7.5 TOTAL CREDITS: 4.0 in Professional Practice; 2.5 in Skills; 1.0 in Ethics. This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).
Program Agenda – 8:30-9:00 a.m. REGISTRATION
9:00-9:50 I. ESTATE PLANNING OVERVIEW – Ilene Samuel
9:50-10:40 IV. SELECTED ASPECTS OF FAMILY WEALTH TRANSFER
10:40-11:00 BREAK II. ESTATE PLANNING DEVICES: AN OVERVIEW
11:00-11:50 A. Lifetime Planning: An Introduction – Larry Berwitz of Berwitz and DiTatta
11:50-12:20 p.m. B. Transfers on Death – Sarah Rebosa of Cullen & Dykman
12:20-12:30 QUESTION AND ANSWER PERIOD
12:30-1:30 LUNCH (on your own)
1:30-2:20 III. ETHICAL ISSUES – Eric W. Penzer of Farrell Fritz
SELECTED ASPECTS OF FAMILY WEALTH TRANSFER (con’t from morning session)
2:20-3:10 B. Testamentary Gifts – Mitchell J. Cooper of Spizz & Cooper
3:10-3:20 BREAK
3:20-3:50 C. Intervivos Gifts – Moira Jabir of Morritt Hock
3:50-4:20 E. Charitable Planning – Joseph La Ferlita – Farrell Fritz
4:20-4:50 F. The Irrevocable Life Insurance Trust – David Schoenhaar of Ruskin Moscou
4:50-5:00 p.m. QUESTION AND ANSWER PERIOD
5:00 ADJOURNMENT
Program materials are distributed at each live program in a CLE Course Materials publication. In addition, complete course materials are distributed to registered attendees in digital PDF searchable format at least one week prior to the program date via email, providing you with flexibility in using these materials in your day-to-day practice.