28th Annual Bud Rosner Memorial Long Island Estate, Tax & Financial Planning Conference
NYS Attorneys: 8.5 CLE (nontransitional), including 7.5 professional practice and 1 ethics credit, or 6.5 professional practice and 2 ethics credits, if ethics breakout session is chosen
NYS CPAs: 8.5 CPE, including 7.5 general and 1 ethics credit, or 6.5 general and 2 ethics credits, if ethics breakout session is chosen
Farrell Fritz trusts and estates partner, Jed C. Albert will be presenting, "Analyze That Will!," during Workshop 1. This session will provide an analysis of typical will provisions. While the session will be geared towards attorneys who prepare wills, it will also be helpful for any professional who might be called upon to review a will.
Plenary Session Topics:
- estate planning update
- how to act prudently
- basics of planned giving
- ethical issues facing the trust and estate practitioner
For more information, please visit www.ujafedny.org.
Conference Chair: Gary H. Friedenberg