Course ID: GH011311
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
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
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
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.