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Crossing State Borders In Trust & Estate Law: What The New York Practitioner Needs To Know About Florida, New Jersey, Delaware & Connecticut
3.0 Total NY MCLE Credits (No Ethics)
Price: $177.00 (provides online access for 12 months after purchase).
Duration: 2 Hours 44 Minutes
Original Program Date: Wednesday, December 12, 2007
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  Item Description | Credit Information | Faculty | Course Materials
Item Description Back to top

Whether you are drafting, handling administration, or litigating trusts and estates in New York, you are going to have to deal with assets and persons in different jurisdictions.  For the unitiated, this course will introduce you to some of the major differences between the laws of New York and those of Florida, New Jersey, Delaware and Connecticut; for the more experienced practitioner, the course will include updates on recent statutory amendments and developing case law. Among the issues addressed will be differences among the states in terms of: tax schemes; whether it might be worthwhile to advise your client to change her domicile for planning purposes; treatment of same-sex couples; who is entitled to notice of probate; what evidence is admissible to determine the intent of a testator or settlor; whether the dead man's statute will influence your litigation; and much more.  Hands-on practitioners with experience in New York and other states will guide you through the morass, and take your questions.  

Credit Information Back to top
3.0 Total NY MCLE Credits (No Ethics)

Faculty Back to top
Eve Rachel  Markewich, Markewich & Rosenstock LLP, New York
Amy B.  Beller, The Beller Law Firm, P.A., Boca Raton, FL
George W.  Kern, Principal and Senior Trust Officer , Bessemer Trust Company of Delaware, N.A., Wilmington, Delaware
Joseph C.  Mahon, Frankfurt Kurnit Klein & Selz, P.C. , New York
Karen Yates, Withers Bergman LLP, New Haven, CT

Course Materials Back to top

icon_acrobatCrossing State Borders In Trust & Estate Law: What The New York Practitioner Needs To Know About FL, NJ, DE & CN (1 Page, 14 KB)
icon_acrobatFaculty (1 Page, 16 KB)
icon_acrobatAgenda (2 Pages, 35 KB)
icon_acrobatTable of Contents (1 Page, 16 KB)
icon_acrobatp1-61 AN OVERVIEW OF NEW JERSEY TRUSTS AND ESTATES LAW (60 Pages, 563 KB)
icon_acrobatp60-107 What the Practitioner Needs to Know About Delaware Trust Law (48 Pages, 890 KB)
icon_acrobatp108-126 Crossing State Borders in Trust And Estate Law: Connecticut (20 Pages, 186 KB)
icon_acrobatp127-137 Florida Probabte (16 Pages, 204 KB)

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