forgot your info?
   


Drafting Basic Testamentary Documents
DVD
Member Price    $125
Non-Member Attorney Price    $150
ADDITIONAL AFFIRMATIONS
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: DV031908

Credits: 2.5 MCLE Credits
2.5 MCLE Credits: 2 Skills; 0.5 Professional Practice, Non-transitonal

Faculty:
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

Program Chair:
John Joseph Reddy, Jr., Reddy, Levy & Ziffer, P.C.

Description:
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.

 

Back to Main DVD / CD Audio Course Listing

 

 
You have 0 items
in your cart
 
     
an ICVM Group site.