Estate Planning and Practice: It’s More Than Wills and Trusts

Monday, March 2, 2020 | 6:00 pm – 9:00 pm

Program Chair:

Mira Weiss
Weiss Law Group PLLC

  • This program will provide a basic understanding of the essential tools of estate planning: Advanced Directives, Wills and Trusts. It is an excellent opportunity for estate planning attorneys to update their knowledge and enhance their skills and for non-estate planning attorneys to learn to identify and address common issues that emerge in estate planning practice.

    Speakers will address:

    • Pending revisions to Article 5 of the New York General Obligations Law
    • Psychiatric advance directives
    • Adoption of a New York Trust Code
    • Digital wills

    Tips and tools for document preparation and drafting will be provided as well as sample documents.

    Program Fee: $149 for Members | $249 for Nonmembers

    Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Natasha (Pang-Mei) Chang
    Principal, Law Office of Natasha Chang
    Of Counsel, Sessler & Sessler LLP

    Emily Joseph
    Weiss Law Group PLLC.

  • 6:00 p.m. – 6:10 p.m. Introduction and Overview

    Mira Weiss

    6:10 p.m. – 6:55 p.m. Essential Advance Directives and Client Matters (M. Weiss)

    • Advance Directives
      • Power of Attorney/Statutory Gifts Rider
        • Roles
        • Short Form provisions
        • Effective Date and Termination
        • Capacity
        • Pending Changes
      • Patient Self-Determination Act
      • Health Care Proxy
        • Capacity
        • Family Health Care Decisions Act
      • Living Will
      • Psychiatric Advance Directive
      • MOLST
      • Disposition of Remains
    • Client Matters
      • NY Rules of Professional Conduct
      • Client Capacity


    Mira Weiss

    6:55 p.m. – 7:05 p.m. Break

    7:05 p.m. – 7:55 p.m. Wills and Related Matters

    • Case Study
    • Why You Should Have a Will
    • Elective Share
    • Probate v. Non-Probate
    • Beneficiary Designations
    • Separate v. Joint Ownership
    • Taxes
      • Income Tax
      • Estate Tax
      • Gift Tax
      • Generation Skipping Tax
    • Retirement Accounts
    • Forms of Wills
    • Anatomy of a Will
      • Tangible Personal Property
      • Real Estate
      • Specific Bequests
      • Residuary Estate
      • Provisions for Minors
      • In Terrorem Clause
    • Use of Trusts

    Natasha Chang


    7:55 p.m. – 8:05 p.m. Break

    8:05 p.m. – 8:50 p.m. Trusts, Tax Matters, and Financial Instruments


    • Trust Basics
      • Governing Law
      • Characteristics
      • Drafting
      • Execution and Funding
    • Types of Trusts
      • Intervivos v. Testamentary
      • Revocable v. Irrevocable
      • Grantor
    • Tax Matters
      • Estate Tax and Thresholds (Federal and New York)
      • Exclusions
      • 3 Year Rule
      • Marital Deduction
      • Basis Step-Up
    • Financial Instruments
      • 529 Plans
      • Retirement accounts
      • Insurance

    Emily Joseph

    8:50 p.m. – 9:00 p.m. Questions and Conclusion

  • New York: 3.0 Skills
    New Jersey: 3.0 General
    California: 2.5 General
    Pennsylvania: 2.5 General
    Connecticut: Available to Licensed Attorneys

    Please Note: Newly admitted NY attorneys cannot fulfill ethics or skills credits through our on-demand programs under OCA rules. For more information on this, please see

  • Sponsoring Association Committee:
    Trusts, Estates & Surrogate’s Court, Andrew S. Auchincloss, Chair
    Small Law Firms, Gary Kaufman, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 |