Course ID: DV031908
Credits: 2.5 MCLE Credits
2.5 MCLE Credits: 2 Skills; 0.5 Professional Practice, Non-transitonal
Paul J. O'Neill, Jr., Law Office of Paul J. O'Neill, Jr.
John J. Reddy, Jr., Reddy, Levy & Ziffer, P.C.
Steven B. Shapiro, Esq.
Leslie J. Wilsher, Greenfield Stein & Senior, LLP
John Joseph Reddy, Jr., Reddy, Levy & Ziffer, P.C.
Learn the basic requirements for drafting wills and simple trusts and become familiar with the requirements of a number of different types of documents. Topics covered include:
- Will drafting;
- Information collection and client interviews;
- Fiduciary tax compliance;
- Introduction to estate tax – drafting basic trusts.
Original Tape Date: March 18, 2008
All Programs include: (1) Affirmation and (1) DVD/CD packet.
To receive CLE credit for program on DVD/CD: DVD/CDs are embedded with CLE codes that you must copy onto a supplied affirmation sheet. Return the signed and dated affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch/listen to DVD/CDs as soon as possible. We can only issue CLE credit if the law is still current. The date of your signed affirmation will determine the date of your CLE certificate.
Course Materials: DVDs have a PDF file of the course materials on the DVD itself. CD orders will come with a separate CD with a PDF file of the course materials. Written materials provided only upon request.