EVENTS

CLE – Introduction to Estate Planning

Overview:

Estate planning is a fundamental area of practice that requires careful consideration of a client’s goals, family dynamics, and asset distribution objectives. The Last Will and Testament remains one of the most commonly utilized estate planning instruments and serves as the foundation of many estate plans. Attorneys advising clients on estate planning matters must understand the key components of a will, the planning considerations involved, and the legal requirements necessary to ensure a valid and effective document.

This CLE will provide attorneys with a comprehensive overview of the Last Will and Testament, from planning through drafting and execution. In this seminar, Carol Crossett, Esq. will provide practical guidance on navigating the will drafting process and ensuring that estate planning documents accurately reflect a client’s wishes while complying with applicable legal requirements.

Topics include:

  • Beneficiaries
  • Assets
  • Types of Property
  • Executors
  • Other Considerations
  • Statutory Formalities

How to Join:

To participate, please register using the form on this page. Upon registering, you will receive a link and instructions on how to access the CLE.  A timed agenda, supplemental course materials, an attorney affirmation and a course evaluation will be circulated on the day of the CLE.

After the CLE, please fill out and return the completed attorney affirmation and course evaluation to cle@tullylegal.com. Upon receipt, we will provide a certificate of CLE completion.

If you have any questions about the CLE or our services, please contact us at cle@tulyllegal.com or 518-218-7100.

Registration:

Presented by:

Carol Crossett

Overview:

Carol A. Crossett is a Partner in the New York City office of Tully Rinckey PLLC and head of the Commercial Law Group. Carol’s primary practice area is corporate and commercial business litigation and transactions.

Carol brings a diverse background forged over many years having represented individuals and companies in commercial, corporate and civil litigation through all phases from inception to trial in both state and federal courts. She has also represented clients by pro hac vice admission, in several state and federal courts outside New York.