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Estate Planning

'Til Death Do You Part: Estate Planning for Spouses (3.1.10)

The joint representation of a husband and wife in drafting wills and establishing a coordinated estate plan can have considerable benefits for all of the participants involved. This program will provide practical information for estate planning attorneys regarding the most effective ways to represent a husband and wife in achieving their testamentary desires. This course will cover basic strategies and current problem areas in estate planning for spouses including: marital deduction qualification and funding issues, lifetime estate equalization, post-mortem use of disclaimers, testamentary planning and formula clauses. It will also provide an in-depth review of tax apportionment clauses and their impact on the overall estate plan. In addition, the faculty will spend time exploring what every advisor should know about planning with retirement accounts which nowadays often comprise a significant portion of a couple`s assets. Finally, this program will address the many ways in which an ethical conflict can arise during joint representation, what the ethical rules are and how to best protect your clients and yourself in these situations. Read more


An Introduction to the Probate Process & How to Avoid It (3.7.11)

This program is an introduction to the probate process in NYS and will include a review of the probate process, requirements, forms and pre-mortem preparation. There will also be a brief discussion of probate contests and 1404 depositions. Finally, there will be a review of why and how to avoid the probate process using revocable trusts and other legal entities. Read more


Cross Pollination: What the Matrimonial Lawyer Needs To Know About Trusts & Estates & What the Trusts & Estates Lawyer Needs To Know About Matrimonial Law (6.9.10)

A premiere faculty of matrimonial and trusts and estates attorneys will examine the crossover of issues both practice areas encounter. Whether you practice in matrimonial law or T & E, this program is a must for you.

Specifically, the program will cover:

  • Particular Trusts & Estates Issues of Which Matrimonial Lawyers Should Be Aware: Elective Share, Same-Sex Couples & Irrevocable Trusts
  • Often Overlooked Estate & Gift Tax Problems Associated with Marital Dissolutions
  • Prenuptial Agreements Viewed from the Trusts & Estates Perspective
  • Imputation of Income to Beneficiaries of Discretionary Trusts & Miscellaneous "Loose End" Concerns at the End of a Matrimonial Case
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Estate Planning Primer (2.1.11)

Estate planning attorneys are not the only practitioners who need to understand trusts & estates issues. Such issues arise in virtually every matter, from corporate to real estate to matrimonial cases. This program will provide non-estate planning attorneys with a basic understanding of estate planning and insurance issues in order for you to better serve your clients’ needs. Read more


Hot Topics in Estate Planning 2010 (5.13.10)

What is the state of affairs of our wealth transfer tax system now that it is 2010? Will there be a transfer tax in the future? How will Federal tax laws affect the New York state wealth transfer tax system? Find out what the latest legislative proposals and rumors are emanating out of Washington are concerning our transfer tax system and other probing topics. Learn about current case law involving family limited partnerships and controlled entities; how to avoid the pitfalls of a poorly drafted Buy-Sell Agreement; the best formula valuation clause for the sale of assets to Intentionally Defective Grantor Trusts; whether the final I.R.C. § 2053 regulations have altered deductions on the form 706 and more. Be prepared for the wealth transfer tax law changes and how to address them in your practice by attending this not-to-be-missed program. Read more


Power of Attorney: What You Must Know About NYS Law After Revisions in 2010 (1.18.11)

Practitioners have had many concerns about the New York State Power of Attorney Law since its revision in 2009. In response to some of the issues raised, a new law amending several sections of New York’s General Obligations Law became effective September 12, 2010, but retroactive to September 1, 2009, making the statute and its implementation more user-friendly, although problems still exist. This program will provide an update on the changes that were made to the Power of Attorney Law. Presenters will focus on: updates on revocation, the gift rider, tax aspects of the law, elder law issues, and numerous practical considerations, including requirements for drafting and executing, and the use of out of state and other non-statutory forms, their validity and enforceability. Read more