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Estate Planning Primer (Live Program)


Monday, May 22, 2017 | 6 pm - 9 pm

CLE Credit
NY: 3.0 skills
NJ: 3.3 general
CA: 3.0 general
PA: 2.5 general


This live program provides transitional/non-transitional credit to all attorneys.

Live Program: Member: $ 199.00 | Nonmember: $ 299.00
Small Law Firm: $99 Member

Click Here to view the Program Agenda and 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.

 

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

 

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Program
 

 
5/22/2017 6:00 PM
Thank you for registering. Your registration includes a "Printed Copy" of the program course materials. We encourage you to decline the printed materials and "Go Green" by selecting an electronic PDF download. If you select the PDF option you will NOT receive a printed copy of the course materials at the program. If you would like to view the materials during the program, you can either bring a portable electronic device such as a tablet or laptop or a printed copy of the materials. WI FI access will be available. TO DECLINE THE PRINTED MATERIALS, please click on the ADD tab.

6:00 PM - 9:00 PM