Originally held on Wednesday, February 13, 2019 | 6:00 p.m. – 9:00 p.m.
Program Chair: | |
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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.
OnDemand: $149 for Members | $249 for Nonmembers
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.
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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 Kamen6:10 p.m. – 6:35 p.m. Special Asset Considerations: Separate vs. Joint Ownership and Beneficiary Designations
Arlene A. Osterhoudt6:35 p.m. – 6:50 p.m. Special Asset Considerations: IRAs & 401(k)s
Arlene A. Osterhoudt6:50 p.m. – 7:10 p.m. Why You Should Have a Will
Shaina Kamen7:10 p.m. – 7:25 p.m. Break 7:25 p.m. – 8:10 p.m. Anatomy of a Will
Shaina Kamen8:10 p.m. – 8:20 p.m. Selecting Executors, Trustees, and Guardians
Regina Kiperman8:20 p.m. – 8:40 p.m. Revocable Trusts
Regina Kiperman8:40 p.m. – 8:50 p.m. Powers of Attorney
Regina Kiperman8:50 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: 2.5 General
Pennsylvania: 2.5 GeneralPlease 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 http://www.nycourts.gov/attorneys/cle/changes_for_2016.shtml.
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Sponsoring Association Committees:
Estate & Gift Taxation | Evelyn M. Capassakis, ChairTrusts, 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______________________________________________________________