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Estate Planning/Wills & Trusts CD
Member Price    $299
Non-Member Attorney Price    $349
For affirmation quantities greater than 100, please contact
the CLE Institute for customized pricing options.

Course ID: GH011311CD

Credits: 11 MCLE Credits
11 MCLE Credits: 4 Ethics; 5 Skills; 2 PP; Non-transitional

This package includes the following 4 titles:

Confronting Ethical Issues in Trusts and Estate Practice
2.5 MCLE Credits: 2.5 Ethics; Non-transitional
A panel of estates and trusts attorneys are joined by a ethicist to help attorneys navigate the complex issues that arise when dealing with executors, beneficiaries, trustees and testators. Using a series of hypotheticals that illustrate issues that arise in estate and trust practice, you will gain perspective on how to handle the most difficult ethical dilemmas. Special attention was paid to the new New York Rules of Professional Conduct, effective April 1, 2009, and their impact on the practice of law in New York. More information.

Drafting Basic Testamentary Documents, DVD only

2.5 MCLE Credits: 2 Skills; 0.5 PP; Non-transitional
Learn the basic requirements for drafting wills and simple trusts and become familiar with the requirements of a number of different types of documents. More Information.

Estates and Trusts: Forming the Perfect Plan
3 MCLE Credits: 1 Ethics; 1 PP; 1 Skills; Non-transitional
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. More Information.

Will Drafting 101
3 MCLE Credits: 2 Skills; .5 PP; .5 Ethics; Non-transitional
Drafting a will is one of the most common services rendered by an
attorney. However, the proper preparation and implementation of a
client’s testamentary instrument is by no means one of the simplest
tasks since the attorney may have to call on knowledge from a number of
legal fields. An expert panel helps you to identify the relevant issues
specific to your client’s situation and provide guidance on drafting the
clauses necessary to effectuate the testamentary plan. More information.


All Programs include: (1) Affirmation and
(1) DVD/CD packet for each title.

For additional affirmations of any quantity
please call 212-267-6646, ext. 215 for pricing.

Course Materials: DVDs have a PDF version of the course materials on the DVD. CD orders will come with a separate PDF version of the course materials. Written materials provided only upon request.


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