Estate Planning Primer

Originally held on Monday, May 22, 2017 | 6 pm – 9 pm

 

Program Chairs:

Regina Kiperman 
RK Law, P.C.

Bridget LaRosa
Fox Rothschild LLP

  • 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: $199 Member | $299Nonmember
    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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  • Evelyn M. Capassakis                                                               
    PricewaterhouseCoopers LLP

    Lois Tilton, Esq. 
    Kurzman Eisenberg Corbin & Lever, LLP

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  •  6:00 pm – 6:20 pm Why You Should Have a Will
    6:20 pm – 6:45 pm Anatomy of Will
    6:45 pm – 7:00pm Selecting Executors, Trustees and Guardians
    7:00pm – 7:15 pm Separate vs. Joint Ownership and Beneficiary Designations
    7:15pm – 7:30 pm Break
    7:30 pm – 8:05 pm Estate Tax Considerations
    8:05 pm – 8:20 pm IRAs & 401(k)s
    8:20 pm – 8:40 pm Revocable Trusts
    8:40 pm – 8:50 pm Why You Should Have a Will
    8:50 pm – 9:00 pm Health Care Proxies / Living Wills

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  • This program provides 3.0 credits in skills 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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  • Sponsoring Association Committees: 
    Trusts, Estates & Surrogate’s Courts | John M. Olivieri, Chair
    Estate and Gift Taxation | Evelyn M. Capassakis, Chair

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

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