NYSBA CLE Seminar: Anatomy of a Trust

April 27, 2017

Melville, NY 11747

Intended Audience: Newly-admitted attorneys, attorneys new to the practice areas of estate and long term care planning, and practitioners looking for a refresher on trusts

9:00am - 5:00pm

$175; $275; $140

Pricing Note: NYSBA member; non-member; newly-admitted attorney

Contact Info:
Sylvia E. Di Pietro, Esq.
Phone: 212-242-8800
Email: info@sylviadipietro.com

About:
Revocable or Irrevocable?  Lifetime or Testamentary?  This program will provide attendees with the fundamentals of creating various types of trusts.  The speakers will discuss how to draft the trusts and will advise when specific trusts are appropriate based on a client’s needs and goals.  The program will cover Irrevocable Medicaid Income Only Trusts, Special Needs Trusts, Pet Trusts, QTIP (Marital Deduction Trusts), Credit Shelter Trusts, Grantor Trusts and Life Insurance Trusts, among others.

Spencer L. Reames, counsel at Farrell Fritz, will be a panelist discussing, “What is a Trust?”

7.5 MCLE Credits (5.5 Skills; 1.0 Professional Practice; 1.0 Ethics)

This course has been approved for all attorneys, including those who are newly admitted (less than twenty-four months). IMPORTANT NOTICE–PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED: Under the New York State 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.