The Trusts & Estates Law Section brings together
Association members who are interested
in the law relating to trusts and estates,
and in improvements and reforms in
such laws.
The Section has an active legislative
program, regularly examining pending
legislation and advocates for changes on
behalf of the Section and its Committees.
Upcoming Programs
What You Need to Know as a Guardian Ad Litem
Friday, February 28 | 9:00 a.m. – 1:00 p.m. | NYC
Thursday, March 5 | 9:00 a.m. – 1:00 p.m. | Long Island
Friday, March 6 | 9:00 a.m. – 1:00 p.m. | Albany
16th Annual International Estate Planning Institute
Thursday, March 12 | 8:30 a.m. – 5:30 p.m. | NYC
Friday, March 13 | 8:30 a.m. – 1:00 p.m. | NYC
Trust & Estates Law Section - Spring Meeting 2020 (Registration coming soon)
Thursday, April 30, 2020 – Sunday, May 3, 2020 | Hotel Van Zandt | Austin, TX
Beginner Level
T&E Law Programs
Update 2019
A Critical Review of MHL Article 81: How Can the Legal Community Do Better? (2019)
What is a Trust? Basic Trusts (2019)
Anatomy of a Trust (2019)
Article 81 of the Mental Hygiene Law (Fall 2018)
Probate & Administration of Estates (Fall 2018)
Planning with your Clients Retirement and Life Insurance (Spring 2018)
Estate Planning & Will Drafting 2018 | Spring 2018
What You Need to Know as a Guardian Ad Litem (Spring 2018)
Hope For the Best Prepare for the Worst: Live & Die By the PreNup (Fall 2017)
Nuts & Bolts of Uncontested Probate Proceedings (Fall 2017)
Drafting to Avoid Elder Abuse (Fall 2017)
Guardianship Practice in New York (Fall 2017)
There's a New Law in Town: NY's New Digital Asset Legislation (Spring 2017)
Probate and the Administration of Estates (Fall 2016)
Hot Topics in Trusts
& Estates Law (Fall 2016)
Introduction to Estate
Planning (Fall 2015)
What You Need to Know as
a Guardian Ad Litem (Spring 2016)
Effective Trust Planning
& Drafting (Spring 2014)
Power of Attorney:
Practice and Litigation (Spring 2012)
Bridging the Gap Segments
Drafting 101 | Wills, Trusts and POA’s
Elder Law - Advance Directives, Medicare, Medigap, Long Term Care Insurance, Medicaid
Will Drafting Basics for New York Practitioners
Introduction to the Practice of Elder Law
The New York State Statutory Power of Attorney Short Form
Estate Planning 101 | Drafting a Basic Will for a Client
Elder Law Update | What You Need to Know about Long Term Care, Medicare and Medicaid
Drafting a Basic Will for a Client
Client Counseling in Elder Law | Medicare and Medicaid Applications
Intermediate Level
T&E Law Programs
The SECURE Act: Impacts on Retirement Planning (2020)
Preparing and Filing a Probate Petition in the Surrogate's Court (2020)
Intermediate Trusts and Estates Planning (2019)
Conducting SCPA 1404 Discovery (Fall 2017)
Elements of a Trust
Decanting (Spring 2015)
Estate Planning and Will
Drafting (Spring 2016)
Conflicts of Interest in
Surrogate’s Court Matters (Spring 2015)
The Tangled Web of
Planning for Digital Assets (Spring 2015)
Discovery Proceedings in
Surrogate’s Court (Spring 2014)
Advanced Level
T&E Law Programs
17th Annual Sophisticated Trusts and Estates Law Institute (Fall 2019)
Family Governance Symposium (Spring 2019)
16th Annual Sophisticated Trusts & Estates Law Institute (Fall 2018)
14th Annual International Estate Planning Institute (Spring 2018)
14th Annual Sophisticated Trusts & Estates Law Institute (Fall 2017)
Retirement, Annuity,
Life Insurance Benefit Planning (Spring 2015)
Relevant Book and Form Products of Interest for Trusts and Estates Law
Estate Planning and Will Drafting in New York (with 2018 Revision) (Print)
New York State Bar Association Estate Planning System - Downloadable
PSS Guardianship, 2018-2019 (Print Edition)
PSS Guardianship, 2018-2019 (E-Book)
New York State Bar Association's Guardianship Forms--Powered by HotDocs® (Downloadable)
New York State Bar Association's Surrogate's Court Forms -- Powered by HotDocs® (Downloadable)
PSS: Probate and Administration of Decedents' Estates, 2018-2019 (Print Edition)
PSS: Probate and Administration of Decedents' Estates, 2018-2019 (E-Book)
Probate and Administration of New York Estates, 2nd Edition (with 2019 Revision) (Print)
Learn More about the Trusts & Estates Law Section HERE
Stay up to date on upcoming NYSBA CLE programs.
For Quick and Relevant Program Information, follow @NYSBACLE and @NYSBALPM on Twitter!
One Elk Street, Albany , NY 12207
Phone: 518-463-3200 Secure Fax: 518.463.5993
