The Basics of Will Drafting in NY: How to Avoid Common Pitfalls in Estate Planning
On February 23, 2021, Katya Sverdlov taught a Continuing Education Class for attorneys. The class received a 5.0 rating from the participating attorneys.
Overview
This program will review the basics of will drafting in New York, starting with collecting the right information from your client and spotting issues they have not anticipated, by preparing a will that covers multiple contingencies. In addition, the program will discuss other important estate planning documents such as health care proxies, powers of attorney, and other legal instruments your client should consider using.
Presented by Katya Sverdlov, Esq., this program will benefit newly admitted attorneys and those who want to add estate planning to their practice.
Learning Objectives:
- Collect the right information from a client who wants to draft a will
- Identify potential issues in your client’s requests
- Prepare a Will that covers multiple contingencies
- Discuss other documents that clients should considering using