Practical Skills – Introduction to Estate Planning
October 31, 2013
Melville Marriot
1350 Walt Whitman Rd.
9:00am - 5:00pm
This presentation is a New York State Bar Association CLE Event, good for up to 7.5 credits (4.0 Professional practice, 2.5 skills, 1.0 ethics).
This presentation will provide useful information forĀ initial client interviews, planning devices and documents. It will also cover the responsibilities of estate and post mortem planning with clients, as well as ethical issues. Wealth transfers, gifts and different insurance issues will also be discussed.
Joe La Ferlita will be chairing this event, as well as presenting. Jack Barnosky will also be one of the speakers.
When | Thursday, October 31st, 2013 9:00 AM – 5:00 PM
Where | Melville Marriot 1350 Walt Whitman Rd., Melville, NY 11747
Register online at www.nysba.org/CLE OR call 1.800.582.2452
NYSBA Members: $150
Non-members: $250
Students: $45