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

Monday, April 19, 2021 | 2:00 pm – 5:00 pm

Program Chair:

Yana Feldman
Yana Feldman & Associates, PLLC

Description
Faculty
Agenda
CLE Credit
Sponsors

Program Fee: $199 for Members | $299 for Nonmembers
Small Law Firm: $99 for Members

Members who are Law Students, Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2019-2021), In-House/Corporate Counsel, Judges, and attorney members who practice within the Government, Academic or Not-for-Profit sectors attend this program for free.
Angelica Kontoroff
Kontoroff Law PC

William Lancaster
Yana Feldman & Associates, PLLC
2:00 pm – 2:10 pm
Introduction and Overview
Yana Feldman

2:10 pm – 3:15 pm
Basic Estate Planning
William W. Lancaster
- 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
- Basic Will
  - Tangible Personal Property
  - Real Estate
  - Specific Bequests
  - Residuary Estate
  - Provisions for Minors
  - In Terrorem Clause
- Use of Trusts
3:15 pm – 3:25pm
Break

3:15 pm – 3:55pm
Introduction to Elder Law
Yana Feldman
- What is Elder Law
- Guardianship
- Medicaid Planning
  - Medicaid Trusts
  - Medicaid Applications
3:55 pm – 4:50 pm
Estate Planning to Avoid Litigation
Angelica Kontoroff
- Client’s Capacity
  - Testamentary Capacity
  - Contractual Capacity
- Family Issues
  - Children from Prior Spouse
  - Step-Children
  - Estranged Children
- Planning Tips from an Estate Litigator
4:50 pm – 5:00 pm
Questions and Conclusion
New York: 3.0 Skills
New Jersey: 3.2 General
California: 3.0 General
Pennsylvania: 2.5 General
Connecticut: Available to Licensed Attorneys
Sponsoring Association Committee:
Trusts, Estates & Surrogate’s Court, Angelo M. Grasso, Chair

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

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