Drafting estate plan documents is an important process to ensure assets are passed on to your intended beneficiaries. Learn best practices and tips for this process.
Any individual who has any assets, regardless of the value, and who has family or loved ones must have certain estate planning documents in order to ensure that his/her assets are passed to the intended beneficiaries. Further, people also need to have documents in place to help manage their assets and health care in case they become incapacitated. There are many nuances involved with respect to drafting all these documents depending on a host of different variables. For example, if the beneficiaries are minors or disabled, specific language and planning is required. Accordingly, not only is it important to have these documents, it is also critical that they be drafted with appropriate language. This topic will highlight various issues that arise with respect to each estate planning document and will offer drafting tips that address these concerns.
- You will be able to define will and trusts.
- You will be able to review drafting technology.
- You will be able to discuss the purposes, types and structures of wills.
- You will be able to describe what advance directives are.
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|Wills vs. Trusts|
|Wills: Purposes, Types and Structures|
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Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
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Who should attend?
This live webinar is designed for attorneys, financial and estate planners, accountants, CPAs, business owners and managers, presidents, vice presidents, insurance professionals, bankers and trust officers.
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Ronald Fatoullah & Associates
- Attorney with Ronald Fatoullah & Associates since 2004 and recently celebrated her fifteenth year with the firm
- Practices in the areas of elder law, estate planning and real estate
- After practicing as a tax attorney for many years in both the legal and corporate arena, she decided to enter the field of elder law and has been engaged in the practice ever since
- Upon graduating law school, she became a tax associate with Kaye, Scholer, Fierman, Hays & Handler and then served as a senior tax advisor with the Long Island Lighting Company
- Lectures for the New York State Bar Association and the National Business Institute; she also lectures privately for YMCA, synagogues, churches, retired police in Long Island and the Department of Aging in New York
- Regularly publishes newspaper articles on various elder law issues for attorneys and laypeople including in the Nassau Lawyer
- In May of 2019, she was named to the 2019 Power Women in Business by The Long Island Press Newspaper; this honor celebrates change makers, rain makers, innovators and those who are using their voice to impact change in Long Island and throughout New York
- Admitted to the New York State Bar and is a member of the New York State and Nassau County Bar Associations
- J.D. degree, New York University School of Law, B.A. degree, Barnard College of Columbia University
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