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Estate Planning Primer

Estate Planning Primer (OnDemand)

Originally held on Wednesday, February 7, 2018 | 6:00 pm - 9:00 pm
CLE Credit NY: 3.0 Skills NJ: 3.3 General CA: 2.5 General PA: 2.5 General

Please 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.

OnDemand Member: $149 | Nonmember: $249

Click Here to View Program Agenda & Faculty

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.



Where
New York City Bar 42 West 44th St New York, NY 10036

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