NY Specific

Trusts, Estates & Probate

Step-by-Step Guide to Drafting Wills and Trusts in New York

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
OnDemand
6 hours
Anthony Markus
Antar Jones
Steven Kass
Richard Shapiro
With Anthony C. Markus from Markus & Sheridan, LLP + 3 others
Recorded February 26, 2025
Product ID 99715

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Overview

Complete With Essential Sample Forms, Tax Tactics, and Troubleshooting Solutions

Do you have all the information you need to draft customized testamentary documents for each of your clients? Don't spend years gathering precious bits of legal practice wisdom - our experienced attorney faculty are here to share their time-tested methods of identifying clients' needs and creating custom-tailored wills and trusts to fit each specific situation. This legal primer offers all the tools and sample forms to get you started. Get the fundamental skills you need to build your estate planning practice - register today!

  • Get practical will and trust drafting skills to speed up the process and give the testator's last wishes power.
  • Stave off conflicts of interest with a clear determination of who your client is from the start.
  • Learn how to deal with interested relatives who want to be present at all the planning meetings.
  • Explore the pros and cons of using a revocable living trust in the will's stead and find out when it's a better option.
  • Explore the functions and mechanics of major trust structures - and make certain you choose the right tool for each job.
  • Give each provision full power with precise word choices - get sample forms to speed up the process.
  • Make sure your remarried and unmarried clients know the default inheritance laws and help them make sure the right beneficiaries are assigned.
  • Anticipate key tax issues, including individual income tax planning and trust taxation.
  • Phrase the fiduciary and beneficiary designations to leave no room for misinterpretation.
  • Help your clients make the tough medical decisions regarding long-term care, end-of-life and organ donation.
  • Learn how to verify and document the testator's competency to close the door on any potential will contests.

Abbreviated Agenda

  1. Key Elements of Effective Wills
  2. Ethics
  3. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions
  4. Planning for Unmarried and Remarried Couples
  5. Trusts as Alternatives to Wills
  6. Basic Tax Concerns
Product ID 99715

Credit Details

Credits Available
Credit Status Total
Connecticut CLE Approved 6 Total
New York CLE Approved 7 Total
Pennsylvania CLE Approved 6 Total
Select Jurisdiction
CLE

Agenda

All times are shown in
  1. Key Elements of Effective Wills

    1. Establishing Statutory Framework
    2. Types of Wills
    3. Verifying and Documenting the Testator's Competency
    4. Beneficiary Designations in Retirement Plans and Life Insurance
    5. Pension Distributions During and After Life
    6. Titling Assets
    7. Designating Fiduciaries
    8. Planning for Disabled Children
    9. Sample Will Verbiage
    10. Sample Forms
    11. Updating Will Documents
  2. Ethics

    1. Defining Who Your Client Is From the Start
    2. Handling Clients With Diminishing Mental Capacity
    3. Lawyers Acting as Fiduciaries
    4. Practicing Before the IRS
    5. Conflicts of Interest
  3. Documenting Long-Term Care, Incapacity, and End-of-Life Decisions

    1. Basic Medicaid Planning
    2. Long-Term Care Options and Planning in a Nutshell
    3. Advance Medical Directives
    4. Powers of Attorney
    5. DNR Orders and Organ Donation Considerations
  4. Planning for Unmarried and Remarried Couples

    1. Pre- and Post-Marital Agreements
    2. Planning for Children From Previous Marriage(s)
    3. Estate Planning for Same Sex Couples
  5. Trusts as Alternatives to Wills

    1. When to Recommend a Trust Over a Will
    2. Types and Functions of Trusts
    3. Selecting Trustee(s)
    4. Choosing Trust Situs
    5. Trust Funding Basics
    6. Sample Forms
  6. Basic Tax Concerns

    1. Get Updated on Changing Legislation and Case Law
    2. Federal Estate and Gift Tax Update
    3. Assess the Impact of the State Estate Tax
    4. Individual Income Taxes - Issues You Need to Look At
    5. Generation Skipping Transfer Tax - Recent Changes
    6. Trust Taxation Basics
    7. Disclaimer Trusts
    8. Crummey Powers and the IRS
    9. Frequently Asked Questions About Fiduciary Taxes
    10. Tips for Calculating Tax Deductions
    11. Why a Comparison to Neighboring States' Taxes is Important

Who Should Attend

This basic level online seminar offers foundational will and trust drafting skills that will benefit:

  • Attorneys
  • Paralegals
  • Trust Officers and Personal Representatives
  • Estate Planners
  • Accountants and CPAs
  • Tax Professionals

Speakers

Anthony C Markus
Anthony C.
Markus
Markus & Sheridan, LLP
Antar P Jones
Antar P.
Jones
Law Office of Antar P. Jones, PLLC
Steven A Kass
Steven A.
Kass
Law Office of Steven A. Kass, P.C.
Richard J Shapiro
Richard J.
Shapiro
Blustein, Shapiro, Frank & Barone, LLP
Speaker bio
Anthony C Markus

Anthony C. Markus

Markus & Sheridan, LLP
Anthony Markus

is a partner of Markus & Sheridan, LLP. He has been effective in creating comprehensive trust and estate documents for his clients that diminish estate taxes, preserve the proper distribution of assets, and ensure that his clients' finances are properly managed for the future. Mr. Markus has also handled hundreds of divorce matters to successful conclusion through various methods including negotiated settlements, collaborative practices, and litigation. He is a co-author of New York Association of Collaborative Professionals Protocols of Practice, and is a board member of the New York Association of Collaborative Professionals and International Association of Collaborative Professionals. Mr. Markus also serves as town justice for the Village of Mount Kisco, New York. He graduated, cum laude, from Fairleigh Dickinson University and earned his J.D. degree from Pace University School of Law.

Speaker bio
Antar P Jones

Antar P. Jones

Law Office of Antar P. Jones, PLLC
Antar Jones

is the founder of the Law Office of Antar P. Jones, PLLC located in Brooklyn, New York. A significant portion of his practice is devoted toward his providing advice and counsel to fiduciaries, heirs and beneficiaries on complex estate administration and tax matters. Mr. Jones's practice involves many complex post-mortem taxation issues. In addition to having advised clients regarding insurance trusts, he has advised fiduciaries on taxation matters concerning how living trusts are taxed once the grantor has passed. Also, Mr. Jones has done extensive work concerning the annuity reporting requirements of Qualified Domestic Trusts, in addition to how specifically marital deductions operate with respect to such trusts where there is a foreign spouse from a country that has a tax treaty with the United States. He is a member of the New York State Bar Association, where he is active in the Estate and Trust Administration Committee of the Trusts and Estates Section. Mr. Jones earned his LL.M degree in taxation, from the graduate program in taxation at New York Law School. He earned his J.D. degree from the New York Law School.

Speaker bio
Steven A Kass

Steven A. Kass

Law Office of Steven A. Kass, P.C.
Steven Kass

is a solo practitioner in Melville, New York, and for over the past 30 years has concentrated his practice in estate planning and elder law, planning for persons with special needs, wills, trusts, and guardianships. He is a certified elder law attorney through the National Elder Law Foundation. Mr. Kass is a member of the Nassau County, Suffolk County, New York State and American bar associations; as well as the National Academy of Elder Law Attorneys, National Elder Law Foundation and the Academy of Special Needs Planners. He earned his J.D. degree and a Certificate in Health Law and Policy from Pace University School of Law.

Speaker bio
Richard J Shapiro

Richard J. Shapiro

Blustein, Shapiro, Frank & Barone, LLP
Richard Shapiro

a certified elder law attorney (CELA) and partner with Blustein, Shapiro, Frank & Barone, LLP, a law firm with offices in Goshen and Warwick. Head of the firm's estate planning, probate, and elder law department, he counsels clients of both modest and higher net worth in creating tax-efficient legacy plans that provide asset protection throughout the generations. Mr. Shapiro concentrates his practice in the areas of estate planning, elder law, special needs planning, asset protection, and business planning. He is the only certified elder law attorney whose home office is based in Orange, Sullivan, Dutchess, or Ulster counties; one of only 36 CELAs in New York State; and one of fewer than 550 CELAs nationwide. The CELA designation is earned through the National Elder Law Foundation (NELF), the only organization approved by the American Bar Association to offer certification in the area of elder law. Mr. Shapiro was also recently selected to join the National Academy of Elder Law Attorneys' prestigious Council of Advanced Practitioners (CAP), a group of highly experienced elder law and special needs planning attorneys. He is one of only 12 CAP members in New York State. Mr. Shapiro is a graduate of Cornell University, where he was a member of the Ho-Nun-De-Kah College of Agriculture and Life Sciences Honor Society, and a graduate of the University of Pennsylvania Law School. He is a member of WealthCounsel, ElderCounsel, Elder Law Answers, and the National Academy of Elder Law Attorneys. Mr. Shapiro is admitted to the bars of New York and Pennsylvania, and is presently maintaining an inactive membership with the District of Columbia Bar. He is a member of the Trusts and Estates and Elder Law sections of the New York State Bar Association, as well as the Hudson Valley Estate Planning Council, where he is presently serving as a director. Mr. Shapiro belongs to the Orange County Bar Association and Middletown Bar Association.

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Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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