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Events : New York State Bar Association

New York State Bar Association

Avi Z. Kestenbaum presents Advanced Document Drafting  for the Elder Law Attorney


Avi Z. Kestenbaum will present a program providing the elder law practitioner with an advanced discussion of drafting techniques for a variety of legal documents utilized in connection with representing the elder law client.

As you will note in the program agenda, a full range of documents and their suitability for different clients and situations will be discussed. Topics include: Drafting revocable trusts and wills in the elder law context; Problems / benefits of new power of attorney statute three years later; Drafting irrevocable trusts; Miscellaneous drafting issues: from promissory notes to caregiver contracts to cost basis of gifted assets (Mistake not to make); Basic overview of estate discount vehicles; and Drafting supplemental needs trusts

This seminar is provided by the New York State Bar Association.