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Estates and Trusts: Forming the Perfect Plan
Member Price    $95
Non-Member Attorney Price    $150
Member Price    $95
Non-Member Attorney Price    $150
Single Affirmation
Member Price    $50
Non-Member Attorney Price    $75
Package of 5 Affirmations    $200
Package of 10 Affirmations    $360
Package of 25 Affirmations    $600
Package of 50 Affirmations    $750
Package of 75 Affirmations    $1000
Package of 100 Affirmations    $1200
For affirmation quantities greater than 100, please contact
the CLE Institute for customized pricing options.

Course ID: DV042810

Credits: 3 MCLE Credits
3 MCLE Credits: 1 Ethics; 1 Professional Practice; 1 Skills; Non-transitional

David Barton and Matthew Klieger,
Barton & Klieger, PC

Program Chair:
Kevin McMullen, Esq.

Nothing is certain in life but death and taxes. At some point your friends, family and clients must confront, and prepare for, this reality. As an attorney you will be looked to for assistance and advice on how best to protect individuals, their families and their assets from crushing taxes and costly litigation. Will a Will be enough?  This course covers the trusts and estates basics that all attorneys must be aware of including New York's new Power of Attorney, Health Care Proxies, Wills, Trusts, tax planning, and how drafting a simple Will can leave the average attorney open to malpractice. The course further covers a series of ethical issues inherent in trusts and estates practice such as dealing with joint representation and answering the seemingly basic question – Who do I represent?

Original Tape Date: April 28, 2010

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.


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