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Estate Planning Basics

Leslie Levin
Leslie Levin | Cuddy & Feder LLP

Leslie Levin is special counsel to the firm Cuddy & Feder LLP, in White Plains, New York, and Vice Chair of the Trusts, Estates & Elder Law group, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law.

On-Demand: May 31, 2023

Estate Planning Basics

$195.00 2 hour CLE

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Program Summary

Knowing how to develop an estate plan is a key part of estate planning. Learning how to ask the right questions, gather the necessary information and work with clients to ease their concerns are crucial elements when working with clients to develop their estate plans. This course will help attorneys understand how to ensure that their clients effectively share information and understand key topics that are essential to any well-developed estate plan. The course will provide sample forms and checklists.

This course is co-sponsored with myLawCLE.

Key topics to be discussed:

  • Information gathering forms and checklists
  • Dealing with family dynamics: past, present, and future
  • What to look for in reviewing existing estate plans
  • Determining overall estate plan strategy
  • Helping clients pick the fiduciaries
  • Choosing to plan with a revocable trust or a will

Date: May 31, 2023

Closed-captioning available

Speakers

Leslie Levin_Cuddy & Feder LLP_FedBarLeslie Levin | Cuddy & Feder LLP

Leslie Levin is special counsel to the firm Cuddy & Feder LLP, in White Plains, New York, and Vice Chair of the Trusts, Estates & Elder Law group, where she practices in estate planning, probate, estate and trust administration, gift and generation-skipping tax transfer planning, asset protection, IRA distribution planning, not-for-profit organizations, charitable planning, special needs and disability planning, Medicaid planning, and elder law. Ms. Levin prepares simple and complex wills, health care forms, powers of attorney, family limited partnership agreements, limited liability company agreements and a wide variety of trust agreements, including revocable or “living” trusts, charitable trusts, pet trusts and special needs trusts. She also assists clients in reducing the tax impact on wealth, helps preserve family-owned businesses, and offers her estate-planning expertise in the area of non-U.S. persons. Ms. Levin earned her B.A. degree, summa cum laude, high honors, from Brandeis University, and her J.D. degree from the University of Pennsylvania Law School. She is admitted to practice in both New York and Connecticut. Ms. Levin was selected for inclusion in the 2014-2022 Metro Edition of New York Super Lawyers® and in the 2015-2023 Metro Top Women Super Lawyers.

Agenda

I. Information gathering forms and checklists | 1:00pm – 1:20pm

II. Dealing with family dynamics: past, present, and future | 1:20pm – 1:40pm

III. What to look for in reviewing existing estate plans | 1:40pm – 2:00pm

Break | 2:00pm – 2:10pm

IV. Determining overall estate plan strategy | 2:10pm – 2:30pm

V. Helping clients pick the fiduciaries | 2:30pm – 2:50pm

VI. Choosing to plan with a revocable trust or a will | 2:50pm – 3:10pm

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