Basic Estate Planning

Webinar

Basic Estate Planning

Start 03/15/2024 - 10:15 AM
End 03/15/2024 - 12:40 PM

COURSE DETAILS

Please note: Your Zoom webinar link will be labeled “March 2024 Bridge the Gap.” This is the correct link. You are only required to join this session at its scheduled time. 

 

Understand the basics of estate planning, as well as the tax ramifications of the plan to both the decedent’s estate and the beneficiaries.

 

Topics include:

 

  • The Benefits of an Estate Plan
  • Key Tax Rules
  • Understanding the Different Documents That Need to Be Drafted
  • Ethical Considerations
  • … and MORE!

 

FACULTY

Glen Christofides, University Tax Director, Rutgers University

 

CLE CREDITS

3 NY Credits: 1 Ethics; 2 Skills; Transitional and Non-transitional; 3 NJ Credits: 1 Ethics; 2 General (Estate Planning)

 

GENERAL INFORMATION

To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

For technical and account-related issues, please get in touch with us at dradjabov@nycla.org

Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email cle@nycla.org.

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

Upcoming CLE Courses

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