Introductory Estate Planning for Every Lawyer – Case Studies

Originally held on Monday, March 7 | 6 pm – 9 pm

Program Co-Chairs 

John Olivieri
White & Case LLP
           &
Susan Porter
Fiduciary Consultant

  • This program will utilize case studies to introduce both tax and non-tax estate planning issues that arise routinely in the ordinary course of people’s lives and discuss the relevant estate planning solutions.  Non-estate planning attorneys will be introduced to the signals that should alert them to the relevant issues that are likely to arise in their own practices.  Estate Planning is not only for the wealthy.  The non-tax aspects of estate planning are critical for the orderly disposition of assets upon death.  For the wealthier client, estate planning addresses the orderly disposition of assets tax efficiently.  This program will introduce the basics of the estate, gift and generation skipping taxes, go over the application of common estate planning techniques and discuss the role of life insurance in estate planning.

    DVDs & CDs: $229 Member | $329 Nonmember
    On-Demand: $179 Member/$279 Nonmember
    Materials Only (No CLE Credit): $99 Member/$129 Nonmember 

    * New York residents will be charged the New York sales tax for all audio visual purchases.

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  • 6:00 pm – 6:20 pm                Why You Should Have a Will

    6:20 pm – 6:45 pm                Estate Tax Considerations

    6:45 pm – 7:00 pm                Separate vs. Joint Ownership and Beneficiary Designations

    7:00 pm – 7:15 pm                IRAs & 401(k)s

    7:15 pm – 7:30 pm                Life Insurance Trusts

    7:30 pm – 7:45 pm                Break

    7:45 pm – 8:20 pm                Selecting Executors, Trustees and Guardians

    8:20 pm – 8:40 pm                Revocable Trusts

    8:40 pm – 8:50 pm                Powers of Attorney

    8:50 pm – 9:00 pm                Health Care Proxies / Living Wills

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  • This program provides 3.0 credits in professional practice for the New York & New Jersey MCLE requirements. California & Pennsylvania credit differs as it is based on a 60-minute credit hour. The live program provided transitional credit to newly admitted attorneys; the recording does not provide transitional credit.

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    * New York residents will be charged the New York sales tax for all audio visual purchases.

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  • Sponsoring Association Committee: Trusts, Estates & Surrogates Court | John M. Olivieri, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Maricela Alfonso, Membership and CLE Relations Associate
    (212) 382-6608 | MAlfonso@nycbar.org

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