Essentials of Estate and Elder Law

(1363 Ratings)

Produced on: June 28, 2015

Course Format On Demand Audio

Taught by

Categories:

Course Description

Time 91 minutes
Difficulty Beginner

This presentation is designed to provide new attorneys with a primer on the basic techniques used in planning estates and transferring wealth in New York State after the passage of the American Taxpayer Relief Act of 2012, as well as changes to the New York State estate tax law. 

 

Attorney Michael J. Feinfeld explains some of the most important components of a will and explores key issues regarding the testamentary transfer of various types of property. Techniques for proper drafting of guardianship clauses and trust for minor children are also discussed. 

 

In addition, the course covers the basic methods necessary to protect individuals who are disabled or who should require long term care or a guardian in New York State. 

 

With respect to elder law and long term-care planning, Mr. Feinfeld explains the standards of eligibility for Medicaid. Additional discussion points include: which types of property are viewed as resources for Medicaid, the “look back period,” and the types of planning strategies used to preserve assets from counting against individuals' Medicaid eligibility.

 

Mr. Feinfeld reviews the basics of adult guardianships as well.  Article 81 Guardianships of disabled and incapacitated adults and Article 17A Guardianships of developmentally disabled persons also appear in the discussion. 

 

Learning Objectives:

I.     Understand and identify the different clauses and components of a Will

II.    Comprehend key issues concerning various types of properties and interests that may be passed at death

III.   Grasp how to ensure protection of minor children through guardianship designations and minors' trusts

IV.   Detail the changes to the federal and New York State estate tax laws and tax planning strategies since 2013

V.    Understand the current rules for Medicaid eligibility for long term care and basic Medicaid planning strategies

VI.   Explore the processes for appointing guardians for incapacitated and disabled adults pursuant to Article 81 of the New York State Mental Hygiene Law and Article 17A of the New York State Surrogate's Court Procedure Act



This course originally appeared as a part of our June 2015 Bridge the Gap Event.

Faculty

Michael J Feinfeld

Lassar & Cowhey LLP

Michael J. Feinfeld joins Lassar & Cowhey LLP as a Senior Associate in the Firm's New York City office. For over nine years, Mr. Feinfeld has concentrated his practice of law on estate planning and estate and trust administration for busy New Yorkers and their families at several boutique law firms in and around New York City. Mr. Feinfeld draws from a broad base of experience helping clients of all income levels with their estate planning and estate administration matters, from clients with small estates to high net worth clients. In addition, Mr. Feinfeld frequently administers decedents' estates and trusts before the Surrogates' Courts throughout New York City, Westchester and Long Island. He has extensive experience planning, drafting and administering wills and trusts, including revocable living trusts, life insurance trusts, GRATs, QPRTs, Crummey trusts, credit shelter trusts and QTIP Trusts to meet his clients' succession and tax planning needs.

Mr. Feinfeld has given presentations and webinars on various aspects of estate planning, estate administration and tax. He is also a co-editor and update author of the 2014-2015 and 2015-2016 Editions of the Thomson Reuters’ estate planning treatise, Planning an Estate: A Guidebook of Principles and Techniques with Frederick M. Sembler, Esq., and he recently finished editing the 2016-2017 edition of the treatise due out this winter.



Reviews

SL
Salvatore M. L.

SUPERB COURSE

JE
John E.

Outstanding presenter and substantive material. Excellent!

LC
Lynnette C.

The program with specific for what I was looking for and may not apply to my colleagues

SH
Savonala H.

Excellent

EW
Elaine W.

Excellent and informative program. One of the best and most concise explanations of a legal topic in a 90 minute presentation that I have ever seen. Thank you.

RM
Ruth M.

Good overview

JB
Jennifer B.

Excellent!

TC
Thomas C.

Good stuff

MK
Mary Patricia K.

Speaker was very knowledgeable in this field of estate law

BC
Brenda C.

Excellent program for new attorneys.

KW
Karen W.

great

MN
Michael N.

Very helpful presentation with a seasoned attorney, thank you.

AS
Alberto S.

Excellent presentation, lots of material presented in an orderly and logical fashion.

MC
Michael C.

Good Primer

RV
Rachel V.

Useful summary of law

JF
Jeanine F.

great overview

AZ
Achim Z.

very helpful

RP
Raul S. P.

Good

CM
Cynthia M.

Great overview, thanks!

MW
Malcolm W.

very informative.

LL
Luana R. L.

Very informative and well delivered. Thank you !

AG
Amy G.

Great presentation

HR
Holly R.

Instructor was excellent and engaging! Thank you!

JB
JOHN B.

Very in depth, accurate, useful seminar. The presenter did an excellent job covering all the major and important issues step by step. Excellent!!!

RW
Roger W.

I thought the pesenter was very knowledgeable and presented the material in an easy to understand manner.

GD
gary d.

Good for my own personal use.

LW
Lori W.

It was very informative.

TN
Timothy N.

Very informative

RG
Robert G.

He was terrific; covered a lot of material in an understandable manner.

SA
Sharon A.

Recommended.

WC
Wilbert C.

Simple and very clear lecture...good job

LW
Linus W.

excellent overview

AJ
Andrew J.

This program was simply excellent. It is one of the best I have taken.

RM
Robert M.

A lot of good content.

ML
Michael L.

Nicely done primer of an essential practice area. Covers lots of material in a short time.

TB
Thomas B.

Basic but a good overview of estate planning for elders.

RC
reuben c.

good job

PR
Paul R.

he was good

JC
John C.

Great nuts and bolts presentation

RE
Rodney E.

Good class. Practical and clear information was presented.

RF
Robert F.

great info

LH
LaDonna H.

very informative, REALLY ENJOYED!

NL
Natasha L.

Very good. Concise and informative.

RS
Robert S.

good refresher course

DD
Denise D.

great

JB
Judith B.

clear

VC
Valentin C.

quite informative

EA
Eva A.

informative

TS
Timothy S.

Great

EA
Esperanza A.

Great presentation

BO
Brian O.

I really liked his approach

JT
Judith T.

Very knowledgeable speaker and perfectly paced presentation.

AA
Aristides A.

Very instructive.

ME
Mark E.

Very helpful

LM
Leticia M.

This was terrific!

JK
Joung Ho K.

Good presentation of wills and long term care issues.

WF
Walter F.

The presenter did an excellent job covering a wide variety of sometimes complex issues. Well done.

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$89

$ 89 Wills, Trusts, & Estates In Stock

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