Estate Planning Primer

Monday, May 22, 2017 | 6 pm – 9 pm

Program Chairs:

Regina Kiperman 
RK Law, P.C.

Bridget LaRosa
Fox Rothschild LLP

  • This program will utilize case studies to introduce both tax and non-tax estate planning issues that arise routinely in the ordinary course of people’s lives and discuss the relevant estate planning solutions. 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. Estate Planning is not only for the wealthy. The non-tax aspects of estate planning are critical for the orderly disposition of assets upon death. For the wealthier client, estate planning addresses the orderly disposition of assets tax efficiently. This program will introduce the basics of the estate, gift and generation skipping taxes, go over the application of common estate planning techniques and discuss the role of life insurance in estate planning.

    Live Program & Webcast: Member: $ 199.00 | Nonmember: $ 299.00

    Small Law Firm: $99 member

  • Evelyn M. Capassakis                                                               
    PricewaterhouseCoopers LLP

    Lois Tilton, Esq. 
    Kurzman Eisenberg Corbin & Lever, LLP

  •  6:00 pm – 6:20 pm Why You Should Have a Will
    6:20 pm – 6:45 pm Anatomy of Will
    6:45 pm – 7:00pm Selecting Executors, Trustees and Guardians
    7:00pm – 7:15 pm Separate vs. Joint Ownership and Beneficiary Designations
    7:15pm – 7:30 pm Break
    7:30 pm – 8:05 pm Estate Tax Considerations
    8:05 pm – 8:20 pm IRAs & 401(k)s
    8:20 pm – 8:40 pm Revocable Trusts
    8:40 pm – 8:50 pm Why You Should Have a Will
    8:50 pm – 9:00 pm Health Care Proxies / Living Wills

  • NY: 3.0 skills
    NJ: 3.3 general
    CA: 3.0 general
    PA: 2.5 general




    Sponsoring Association Committees: 
    Trusts, Estates & Surrogate’s Courts | John M. Olivieri, Chair
    Estate and Gift Taxation | Evelyn M. Capassakis, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Maricela Alfonso| Membership and CLE Relations Associate| (212) 382-6608 |