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AABANY co-sponsors: New York Trusts and Estates FREE CLE
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10/7/2015
When: 10/07/2015
Where: Moses & Singer
405 Lexington Avenue
New York, New York  10174
United States

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American Bar Association
Section of Real Property Trusts & Estates Community Outreach Committee 

New York Trusts and Estates CLE
FREE EVENT

This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and executing basic estate planning documents, including wills, trusts and related documents. Next, they will discuss fiduciary selection concerns and explore administration issues. Finally, our speakers will wrap things up by tackling some of the ethical issues related to estate planning.

Whether you are new to practicing estate planning or simply want a refresher course, this program contains all of the practical information you need to know.

CLICK ON THE IMAGE BELOW FOR A DOWNLOADABLE FLYER

Course Description

This "how-to” video series offers an overview of estate planning basics, including drafting, executing, and implementing a basic estate plan. Whether you are new to estate planning or simply want a refresher course, this program contains practical information you need to know.

Co-Sponsors

Asian American Bar Association of New York; Association of Black Women Attorneys; Korean American Lawyers Association of Greater New York; Metropolitan Black Bar Association; Caribbean Attorneys Network; Dominican Bar Association; Puerto Rican Bar Association; Hispanic National Bar Association, Region II (NY); 

Supporting Organization(s): Moses & Singer LLP


Session Information:

Session #1:

  • Title: Lifetime Issues, Gathering Information, and Planning for Disposition of Property
  • Date & Venue: October 7, 2015; Moses & Singer, 405 Lexington Avenue, NY, NY 10174
  • Speaker: Lori Anne Douglass & Veronica Escobar

Session #2:

  • Title: Basic Will and Trust Drafting
  • Date & venue: February 16, 2016 (venue TBD)
  • Speakers: Pauline Yeung and David Choi 

Session #3:

  • Title: Fiduciary Issues and Ethics
  • Date & Venue: June 8, 2016 (venue TBD)
  • Speakers: Wanda Day & Anta Cissé-Green

Registration is available as follows:

http://shop.americanbar.org/ebus/ABAEventsCalendar/EventDetails.aspx?productId=214498594

Session 1: http://shop.americanbar.org/ebus/ABAEventsCalendar/EventDetails.aspx?productId=214497517

Session 2: http://shop.americanbar.org/ebus/ABAEventsCalendar/EventDetails.aspx?productId=214498126

Session 3: http://shop.americanbar.org/ebus/ABAEventsCalendar/EventDetails.aspx?productId=214498229