The Basics of Will Drafting in NY: How to Avoid Common Pitfalls in Estate Planning

Streams live on Tuesday, February 23, 2021 at 11:45am EST

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Course Information

Time 75 Minutes
Difficulty Beginner
Topics covered in this course: Wills, Trusts, & Estates

Course Description

This program will review the basics of will drafting in New York, starting with collecting the right information from your client and spotting issues they have not anticipated, by preparing a will that covers multiple contingencies. In addition, the program will discuss other important estate planning documents such as health care proxies, powers of attorney, and other legal instruments your client should consider using. 

Presented by Katya Sverdlov, Esq., this program will benefit newly admitted attorneys and those who want to add estate planning to their practice.

Learning Objectives:

  1. Collect the right information from a client who wants to draft a will
  2. Identify potential issues in your client’s requests
  3. Prepare a Will that covers multiple contingencies
  4. Discuss other documents that clients should considering using

Credit Information

After completing this course, Lawline will report your attendance information to {{ accredMasterState.state.name }}. Please ensure your license number is filled out in your profile to ensure timely reporting. For more information, see our {{ accredMasterState.state.name }} CLE Requirements page . After completing this course, {{ accredMasterState.state.name }} attorneys self-report their attendance and CLE compliance. For more information on how to report your CLE courses, see our {{ accredMasterState.state.name }} CLE Requirements FAQ .


Katya Sverdlov

Law Offices of Katya Sverdlov

Katya Sverdlov, CFA, Esq. practices estate planning, special needs planning, asset protection, long term care planning, guardianship, and probate and estate administration.

Prior to law school, Katya spent twelve years working for several Wall Street financial companies. Her experience includes senior positions in investment banking and securities industries, giving Katya a unique ability to deal with complicated financial matters.

In her free time, Katya spends time with her dog, husband, and two children. She is also a Co-Founder / CEO of a JelikaLite, a startup developing a medical device designed to reduce symptoms in children on the autism spectrum. She is an avid hiker.


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New York