Estate Planning Primer

Wednesday, February 13, 2019 | 6:00 p.m. – 9:00 p.m.

 

Program Chair:

Shaina S. Kamen
Stroock & Stroock & Lavan 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 for Members | $299 for Nonmembers
    Small Law Firm: $99 for Members

    Members who are Recent Law Graduates, Newly Admitted Lawyers, In-House/Corporate Counsel, Judges (and their staff), or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

     

  • Regina Kiperman
    RK Law, P.C.
    Arlene A. Newton
    Skadden, Arps, Slate, Meagher & Flom LLP

     

  • 6:00 p.m. – 6:10 p.m. Estate and Gift Tax Considerations
    Shaina Kamen
    6:10 p.m. – 6:35 p.m. Special Asset Considerations: Separate vs. Joint Ownership and Beneficiary Designations
    Arlene A. Osterhoudt
    6:35 p.m. – 6:50 p.m. Special Asset Considerations: IRAs & 401(k)s
    Arlene A. Osterhoudt
    6:50 p.m. – 7:10 p.m. Why You Should Have a Will
    Shaina Kamen
    7:10 p.m. – 7:25 p.m. Break
    7:25 p.m. – 8:10 p.m. Anatomy of a Will
    Shaina Kamen
    8:10 p.m. – 8:20 p.m. Selecting Executors, Trustees, and Guardians
    Regina Kiperman
    8:20 p.m. – 8:40 p.m. Revocable Trusts
    Regina Kiperman
    8:40 p.m. – 8:50 p.m. Powers of Attorney
    Regina Kiperman
    8:50 p.m. – 9:00 p.m. Health Care Proxies/Living Wills
    Regina Kiperman

     

  • CLE Credit
    New York:
    3.0 Skills 
    New Jersey:
     3.3  General
    California:
     3.0 General
    Pennsylvania:
     2.5 General

     

  • Sponsoring Association Committees: 
    Estate & Gift Taxation | Evelyn M. Capassakis, Chair

    Trusts, Estates & Surrogates Court | Andrew S. Auchincloss, Chair

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

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