Estate Planning Primer

Wednesday, February 7, 2018 | 6 pm – 9 pm

 

 

Program Co-Chair
Regina Kiperman
RK Law PC

Program Co-Chair
Bridget LaRosa
Fox Rothschild LLP

 

  • Estate Planning applies to everybody. This program will introduce estate planning issues that arise in the ordinary course of people’s lives, and discuss the relevant solutions to those issues. Estate Planning has a tax and non-tax component. With respect to the tax component, this program will introduce basic techniques for reducing and eliminating potential estate, gift, and generation skipping taxes. With respect to the non-tax component, the program will explore options for orderly disposing of assets during lifetime and at death. This program is an excellent opportunity for estate planning attorneys to refresh their basic planning skills. 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.

    Live Program: $199 Member | $299 Nonmember
    Small Law Firm: $99 Member

  • Shaina S. Kamen
    Stroock & Stroock & Lavan LLP

    Arlene A. Osterhoudt
    Skadden Arps Slate Meagher & Flom LLP

  • 6:00 pm – 6:20 pm Why You Should Have a Will
    Bridget La Rosa
    6:20 pm – 6:45 pm Anatomy of a Will
    Bridget La Rosa
    6:45 pm – 7:00 pm Selected Executors, Trustees and Guardians
    Bridget La Rosa
    7:00 pm – 7:15 pm Selected vs. Joint Ownership and Beneficiary Designation
    Arlene A. Osterhoudt
    7:15 pm – 7:30 pm Break
    7:30 pm – 8:05 pm Estate Tax Considerations
    Shaina S. Kamen
    8:05 pm – 8:20 pm IRAs & 401(k)s
    Arlene A. Osterhoudt
    8:20 pm – 8:40 pm Revocable Trusts
    Regina Kiperman
    8:40 pm – 8:50 pm Powers of Attorney
    Regina Kiperman
    8:50 pm – 9:00 pm Health Care Proxies/Living Wills
    Regina Kiperman

  • NY: 3.0 Skills
    NJ: 3.3 General MCLE
    CA: 3.0 General MCLE
    PA: 2.5 General MCLE

  • Sponsoring Association Committees:
    Estate and Gift Taxation | Evelyn M. Capassakis, Chair
    Trusts, Estates & Surrogate’s Court | Andrew S. Auchincloss, Chair

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