Understand All the Wealth Planning Options Available to Your Clients
Planning your clients' financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time - register today!
Weigh all the pros and cons to select the best trust options for specific client situations.
Anticipate tax consequences of various trusts.
Use sample trust language our faculty provide to save drafting time and avoid mistakes.
Clarify the powers and duties of trustees in different trusts.
Compare living and testamentary trusts for straightforward estate planning.
Distinguish between accounting and taxable income and learn how trust income tax is reported.
Understand how recent tax laws changed the practice of marital trusts and learn when they are still useful.
Review common ethical missteps that can cost you your license - and how to avoid them.
What are Trusts? Main Trust Principles
Simple Testamentary Trusts and Revocable Living Trusts
MICHAEL T. BROCKBANK is a sole practitioner in Schenectady, New York, where his practice is concentrated in the areas of wills, trusts, and estates. Mr. Brockbank is the former chief clerk of Schenectady County Surrogate's Court, and former president of the NYS Surrogate Court Chief Clerk's Association. He is a former adjunct professor for the State University of New York-Albany. Mr. Brockbank earned his B.A. degree from Cornell University and his J.D. degree from the Albany Law School of Union University. He is a member of the New York State and Schenectady County bar associations.
KRISTIN A. CANTY, partner of Donohue, O'Connell & Riley PLLC's Pearl River office, advises clients on how to navigate the complexities of estate planning, elder law, and estate administration to provide the best protection available. Ms. Canty is admitted to practice in New York and New Jersey. She is a member of the New York State Bar Association. Ms. Canty earned her B.A. degree from the University of Richmond and her J.D. degree from Rutgers University School of Law, Newark.
KATHERINE C. CARPENTER is an attorney at the law firm of Wilcenski & Pleat PLLC, in Clifton Park. She practices in the areas of estate planning, special needs estate planning, long term care planning, trust administration and estate administration. Ms. Carpenter earned her B.A. degree, cum laude, at Marist College; and her J.D. degree, cum laude, at Albany Law School. For years before and during law school, she worked as a paralegal in the areas of estate planning and estate administration at a Niskayuna law firm, before joining the firm of Wilcenski & Pleat PLLC in 2014. She serves as co-editor in chief of the Elder and Special Needs Law Journal, as well as a member of the Trusts and Estates Law Section and the Young Lawyers Section of the New York State Bar Association.
MARTIN L. LERNER presently serves as of counsel to the firm of Akabas & Sproule. For the past 35 years, Mr. Lerner's practice has focused in the areas of wills, trusts and estates, personal tax planning, asset protection, organizing and tax planning for closely-held businesses, business succession planning, estate and probate administration, and post-mortem tax planning. He is a frequent lecturer on estate planning topics. Mr. Lerner is a member of the Real Property, Trust and Estate Law Section of the American Bar Association and the Trusts and Estates Law Section of the New York State Bar Association. He is admitted to practice law in New York and California. Mr. Lerner earned his J.D. degree from the University of Wisconsin, Madison.
MICHAEL G. ZAPSON is a partner at Certilman Balin Adler & Hyman LLP. He concentrates his practice in the areas of commercial and estate litigation, real estate and zoning. Mr. Zapson represents real property owners, national companies, developers, purchasers, REITs, lenders and brokers. He is a member of the Long Beach Lawyer’s Association, the Nassau County Bar Association, and the Association of the Bar of the City of New York. Mr. Zapson is admitted to practice in New York, Washington, D.C, and the U.S. District Court for the Southern, Eastern and Northern districts of New York. He earned his B.A. degree from Cornell University and J.D. degree from the State University of New York at Buffalo.
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