516-227-0700

NYSBA Trusts and Estates Law Section 2018 Fall Meeting

calendar iconOctober 18, 2018

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The Sagamore Resort

110 Sagamore Road, Bolton Landing, New York

clock icon10:30am - 12:00pm

Contact Info:
Lisa Bataille
Phone: 518-487-5680
Email: lbataille@nysba.org

Real Estate for Estate Attorneys: Handling Real Property Transfers in Estate Matters & Recognizing Estate Planning Issues in Real Property Transfers

Most clients own, and their estates will contain, real estate – whether a modest house, an heirloom lake front cottage, or a condo or cooperative apartment in New York City – that needs to be planned for properly. As Estate attorneys, at some point in time we will be advising our clients regarding the transfer of title, keeping real property in the family for future generations, strategies for administering an entity holding real estate over time, or protecting it from loss to creditors or care expenses. This meeting will help you advise your clients in all of those areas. We will also take a close look at how the Power of Attorney and Gift Rider can be utilized in estate planning and cover the ethical issues that can arise from time to time.

MCLE: up to 6.0 credits consisting of 5.0 Credits in Professional Practice and 1.0 Credit in Ethics. 

Joseph T. La Ferlita, Esq., Farrell Fritz, P.C., will present “Deeds and Misdeeds: Avoiding Real Property Transfer and Planning Pitfalls” along with Albert B. Kukol, Esq., Levene Gouldin & Thompson, LLP. The session will provide strategies on how to deal with common traps when structuring and documenting real property transfers both during life and after death.