Thursday, April 28, 2022
11:25 AM
to
12:25 PM
Back To Event
About the Program
Learn the technical essentials needed to competently advise your clients on preparation of their basic estate plan through both Wills and trusts, and to draft documents to accomplish their specific and unique wishes. Learn what living trusts can and cannot do, the advantages and pitfalls of using trusts to provide for spouses and children, and to protect against creditors. Course materials will include sample language and forms.
You Will Learn
- How to assess your clients’ needs
- Which tools will work best for various client needs
- Technical document drafting best practices and sample language
- About living trusts
Credits
CT: 1.0 CLE Credit (General) / NY: 1.0 CLE Credit (AOP)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for transitional and non-transitional CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, or a fully interactive videoconference. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information about transitional and non-transitional courses, please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.
Financial hardship information is available upon request.