What Every Lawyer Should Know About A Fiduciary Live Webcast
July 14, 2016
1540 Broadway
New York, NY 10036
Intended Audience: Attorneys who practice Trusts and Estates, Elder Law, or deal with Fiduciary situations.
8:30am - 12:35pm
$135 - $235 - $114.75
Pricing Note: Member - Non-Member - Estates Section Member (respectively)
Eric Penzer will be a part of the panel for this MCLE sponsored by the New York State Bar Association. The topic of Eric’s discussion will be “Fiduciaries and Attorney Fees”. The MCLE will take place on July 14th and will be held at the New York Society of Security Analysts in NYC.
There will be a Live Webcast Option is Available!*
*This course has been approved for MCLE credit in New York for ALL attorneys, even those who are newly admitted (less than 24 months).
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8:30 a.m.
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Registration
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9:00 a.m. – 9:50 a.m.
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Fiduciaries and Attorney Fees
1.0 Credit in Professional Practice
Speaker: Eric Penzer, Esq. & Lori Sullivan, Esq.
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9:50 a.m. – 10:40 a.m.
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Meeting Your Fiduciary Obligations
1.0 Credit in Professional Practice
Speaker: Anne Bederka, Esq.
An overview of fiduciary obligations, including investing, diversification, and beneficiaries, and maintaining trust/estate records.
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10:40 a.m. – 10:55 a.m.
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Coffee Break
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10:55 a.m. – 11:45 a.m.
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The Art of Disinheritance
1.0 Credit in Professional Practice
Speaker: Michael Ryan, Esq.
All the savings that can be achieved by efficient tax planning in an estate may all be for naught if the family dynamics result in litigation. There are techniques that can be used to minimize the chances that an estate will be subject to costly and protracted litigation. Techniques considered include the use of revocable trusts, in terrorem clauses, stacking wills, family meetings.
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11:45 a.m. – 12:35 p.m.
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SCPA 701 and 711: Fiduciary- Keeping Him In and Knocking Him Out
1.0 Credit in Professional Practice
Speaker: Irini Bekhit, Esq.
An in-depth look at the pros and cons of SCPA 707 and SCPA 711; Fiduciary eligibility before letters and after letters. Each section will be analyzed with each subsection explained and cases highlighted to provide a thorough understanding of the applicability of each.
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12:35 p.m.
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Adjournment
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