On this CLE I will discuss estate planning in depth, drafting advance directives, a Last Will and Testament, Revocable Trusts and drafting Supplemental Needs Trusts. Estate planning is very important for all individuals to have and can have major consequences if not done correctly. I will outline the information that any attorney needs to gather from their client when doing an estate plan and how to issue spots when an attorney has the initial consultation with the client.
This course is co-sponsored with myLawCLE.
Key topics to be discussed:
Drafting Estate Planning Documents
The importance of Supplemental Needs Trusts
Gathering important information from client
Date / Time: December 14, 2023
1:00 pm – 2:40 pm Eastern
12:00 pm – 1:40 pm Central
11:00 am – 12:40 pm Mountain
10:00 am – 11:40 am Pacific
Joel Krooks | Littman Krooks LLP
Joel Krooks is a member of the Elder Law and Special Needs Section, Trust and Estates Section and Young Lawyers Section of the New York State Bar Association. Joel specializes in Estate Planning, Elder Law Planning, Special Needs Planning, Estate Administration, and 17-A Guardianships. Joel received his Juris Doctor from the Benjamin N. Cardozo School of Law and was recognized as a Best Lawyer in Elder Law and Trust & Estates for 2024.
I. Drafting Estate Planning Documents | 1:00pm – 1:30pm
II. The importance of Supplemental Needs Trusts | 1:30pm – 2:00pm
Break | 2:00pm – 2:10pm
III. Gathering important information from client | 2:10pm – 2:40pm