516-227-0700

NYSBA CLE: Estate Planning & Will Drafting

calendar icon April 6, 2016

map pin icon
Melville Marriott

1350 Walt Whitman Road
Melville, NY 11747

Intended Audience: Attorneys, including newly admitted

clock icon9:00am - 5:00pm

dollar sign icon$175; $148.75; $275

Pricing Note: NYSBA Member; T&E Law Section Member; Non-Member

Contact Info:
NYSBA Member Resource Center
Phone: 800-582-2452
Email: mrc@nysba.org

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. You 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. General practice and new attorneys should attend, along with anyone who may not be a trusts and estates practitioner, but has been asked to write a Will.

Who should attend:

Attorneys in the general practice of law, estate and trust planners, elder law attorneys, and those interested in a basic knowledge of taxation as it applies to wills and trusts.

Farrell Fritz Estate Litigation partner Eric W. Penzer is the Melville Long Island program chair and will be the seminar moderator. His colleagues will participate as faculty members.

Jordan S. Linn, T&E counsel, will speak from 11:00 a.m. to 12:00 p.m. on Planning With Revocable Trusts.

Joseph T. La Ferlita, a T&E partner, will speak from 3:45 p.m. to 4:10 p.m. on Charitable Estate Planning.

Click here to read about each presentation.

Additional faculty include:
Susan Mary Bacigalupo, Esq., McCoyd, Parkas & Ronan LLP
Jill Choate Beier, Esq., Marymount College
Keith D. Black, Esq., Law Office of Keith D. Black, P.C.
John G. Farinacci, Esq., Ruskin Moscou Faltischek P.C.
Wendy H. Sheinberg, Esq., Davidow Davidow Siegel & Stern LLP
Michael J. Sullivan, Esq., Novick & Associates

CLE:
7.0 Total MCLE Credits; 6.0 Professional Practice; 1.0 Ethics

PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED: Under the NYS 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.