Oct

    Jun

    New York Trusts and Estates CLE

    6 PM GMT

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and executing basic estate planning documents, including wills, trusts and related documents. Next, they will discuss fiduciary selection concerns and explore administration issues. Finally, our speakers will wrap things up by tackling some of the ethical issues related to estate planning.


    Whether you are new to practicing estate planning or simply want a refresher course, this program contains all of the practical information you need to know.

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    New York Trusts and Estates CLE

    Event Details

    Format

    In-Person

    Date

    Oct 07 - Jun 08, 2016

    2015-10-07T18:00:00 2016-06-08T19:30:00 New York Trusts and Estates CLE

    This three-part program offers an overview of estate planning basics. Our speakers will guide attendees through an initial client meeting, point out key pieces of information to gather, and discuss the use and importance of advanced directives. Then, they will explain the fundamentals of preparing and executing basic estate planning documents, including wills, trusts and related documents. Next, they will discuss fiduciary selection concerns and explore administration issues. Finally, our speakers will wrap things up by tackling some of the ethical issues related to estate planning.


    Whether you are new to practicing estate planning or simply want a refresher course, this program contains all of the practical information you need to know.

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