(Webcast) Estate Planning Primer 2022

Thursday, June 2, 2022 | 2:00 pm – 5:00 pm

• Description
• Faculty
• Agenda
• CLE Credit
• Sponsors

• 
  This course will provide a primer on Estate Planning practice. Attendees will learn about the default regimes under the law for the passing of property as a consequence of someone’s death, the use of Wills and Trusts to override those intestacy defaults, the ancillary documents that form the remainder of a complete estate plan, and practical tips and considerations for the due execution of estate planning documents.

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

• Maria F. Galante
  Porzio, Bromberg & Newman, P.C.

  George Bischof
  Bischof & Bischof LLP

• 2:05 pm- 2:55 pm
  Estate Planning Overview

  • • Intestacy
    • Forms of Ownership (Separate vs. Joint Tenancy)
    • Probate vs. Non-probate Assets
      • Beneficiary Designations and Transfer on Death Accounts
      • Elective Share
    • Ancillary Documents
      • POA, HCP, Advanced Directives
      • Standby Guardianship / Deed of Guardianship

   

  2:55 pm – 3:50 pm
  Wills & Trusts 

  • • Anatomy of a Will
    • Trusts (Intervivos and Testamentary)

   

  3:50 pm – 4:00 pm
  BREAK

   

  4:00 pm – 4:50 pm
  Practical Tips/Litigation Avoidance/Probate Considerations

  • • Due Execution
    • Self Proving Affidavits
    • Capacity, Family Issues
    • Probate Considerations

   

  4:50 pm – 5:00 pm
  Q&A

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

• Sponsoring Association Committee:
  Trusts, Estates & Surrogate’s Court, Angelo M. Grasso, Chair

  Sponsorship Opportunities are Available! Please Contact:
  Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org