Course book included with all formats
Wills and trusts may seem straightforward, but have you fully mastered the building blocks that lead to rock-solid foundations? Don't let your clients' estate plans collapse around them. You can't afford to overlook the basics if you want to create wills and trusts that stand the test of time. This comprehensive guide will give you the knowledge you need to draft and execute wills, set up and fund trusts, and more. No matter if you are new to estate planning or are an experienced practitioner in need of a refresher, you are sure to get the information your clients need. Order today!
including - Ethics: 1.00
This program has been approved by the Pennsylvania Continuing Legal Education Board. This program may qualify for up to 12.0 hours of distance learning credit, including 11.0 hours of substantive law, practice and procedure CLE credit and 1.0 hour of ethics, professionalism or substance abuse distance learning CLE credit. No more than 6.0 hours of distance learning CLE credit may be earned during a reporting period.
RONALD FATOULLAH is the principal of the New York based law firm of Ronald Fatoullah & Associates, where he practices in the areas of elder law, estate planning, Medicaid planning, trusts, wills, guardianships, and estate administration. Mr. Fatoullah is the current president of the New York Chapter of the National Academy of Elder Law Attorneys. He also serves on the Executive Committee of the Elder Law and Special Needs Section of the New York State Bar Association, the Executive Council of AARP New York, and currently co-chairs the Board of the Alzheimer’s Association's Long Island Chapter. Mr. Fatoullah is a partner of AdvicePeriod, a financial planning and wealth management firm where he focuses on strategies to assist high net-worth individuals. Mr. Fatoullah has been quoted numerous times in The Wall Street Journal, The New York Times, and Newsday. He is a fellow of the National Academy of Elder Law Attorneys and is a former member of its Board of Directors. Mr. Fatoullah earned his B.A. degree, summa cum laude, from the State University of New York at Buffalo; and his J.D. degree from St. John's University School of Law.
STEVEN A. KASS is a solo practitioner in Melville, New York and for the past 25 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State, and American bar associations; as well as the National Academy of Elder Law Attorneys; National Elder Law Foundation; and the Academy of Special Needs Planners. He is also the past president of the Gerontology Professionals of New York. Mr. Kass earned his B.A. degree from the State University of New York at Stony Brook and his J.D. degree and a certificate in health law and policy from Pace University School of Law.
MARTIN L. LERNER presently serves 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.
CHARLES D. MANICE is counsel to the law firm of Morris & McVeigh LLP, where his primary focus is on estate planning, probate and estate administration and litigation; the law of wills and trusts; matrimonial matters; income, estate and gift taxation; corporate, securities and general business law; real estate and commercial law; and general civil practice. He received his B.S.M. degree from Tulane University-A.B. Freeman School of Business, followed by earning his J.D. degree from Brooklyn Law School.
SARAH PICKERING is an associate attorney with Holland & Knight LLP, where she practices in the areas of tax, wills, and succession planning. She is the co-author of "Allowing a Double Bite but No Double Deduction: Estate Loses Res Judicata Argument and Income Tax Credit for Taxes Paid by Decedent Under Claim of Right," Trusts & Estates, Wealthmanagement.com, June, 2015; and co-author of "Preparing to Transition Your Business to a Leader from Outside the Family," Family Business magazine, May-June, 2015. She received her B.A. degree, with honors, from the University of Chicago and her J.D. degree from Boston University School of Law. She is a member of New York State Bar Association, New York City Bar Association, and the Connecticut Bar Association. She is admitted to practice in the state of New York and the state of Connecticut.
JAMES D. REDDY is a sole practitioner in Lindenhurst, where his main areas of practice are trusts and estates, matrimonial law, family law, bankruptcy, and real estate. Mr. Reddy has presented in-house seminars on estate planning. He earned his B.S.B.A. degree from Georgetown University; and his J.D. degree, cum laude, from St. John's University School of Law, where he was an editor of the St. John's Law Review. He was a recipient of the CALI Award, drafting wills and trust instruments. Mr. Reddy is a member of the New York State Bar Association (member, Trust and Estate Section, and Family Law Section) and the Suffolk County Bar Association.