Areas of Professional Practice: 7.00
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including - Ethics: 1.00 Areas of Professional Practice: 7.00
This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 8.0 credit hours. 7.0 hours can be applied to the Areas of Professional Practice requirement and is approved for newly admitted and experienced attorneys. 1.0 hour can be applied toward the ethics and professionalism requirement and is approved for experienced attorneys.
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. (Albany location)
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. She 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. Ms. Carpenter serves as Fourth District delegate, young lawyer liaison and 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. (Albany location)
STEPHEN E. DIAMOND is a partner in the law firm of Stenger, Roberts, Davis & Diamond, LLP. He practices primarily in the areas of estate planning and administration, business formation and transactions, real estate, and elder law issues. Mr. Diamond is past chairman of and current legal counsel to the Dutchess County Regional Chamber of Commerce and a past member of the Board of Directors of The Community Foundation of Dutchess County. He is a frequent lecturer on the topics of estate and retirement planning, and elder law issues. Mr. Diamond is admitted to practice in New York, Florida and Massachusetts. He earned his J.D. degree from Pepperdine University and his LL.M. degree in taxation from the University of Florida. (Poughkeepsie location)
ANTAR P. JONES is the founder of the Law Office of Antar P. Jones, PLLC, located in Brooklyn, New York. His practice concerns, among other things, advising fiduciaries and successful individuals concerning income and estate taxation matters. Mr. Jones' practice involves many complex post mortem taxation issues. In addition to having advised clients regarding insurance trusts, Mr. Jones has advised fiduciaries on taxation matters concerning how living trusts are taxed once the grantor has passed. Also, he has done extensive work concerning the annuity reporting requirements of qualified domestic trusts, in addition to how specifically marital deductions operate with respect to such trusts where there is a foreign spouse from a country that has a tax treaty with the United States. Mr. Jones is a member of the New York State Bar Association, where he is active in the Estate and Trust Administration Committee of the Trusts and Estates Section. He received his LL.M degree in taxation from the graduate program in taxation at New York Law School and his J.D. degree from the New York Law School. (Albany location)
KYLE STELLER is an attorney with Mackey Butts & Wise LLP, where she handles all matters relating to elder law, trusts, estate planning and administration, Medicare and Medicaid benefits, guardianship proceedings under Article 81 of the Mental Hygiene Law and Article 17A of the Surrogate’s Court Procedure Act, and drafting and administration of special needs trusts. Ms. Steller is a member of the Dutchess County Bar Association, New York State Bar Association and Mid-Hudson Women’s Bar Association; and is a member of the Board of Directors for the Hudson Valley Estate Planning Council. She has been selected for the New York Law Journal Forty Under 40 Rising Star Award, as well as the Dutchess County Bar Association's Amee Van Tassell Outstanding Young Lawyer Award. Ms. Steller earned her B.A. and M.B.A. degrees from University at Albany, State University of New York and her J.D. degree from Western New England University School of Law. (Poughkeepsie location)