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Wills, Trusts, Beneficiary Designations and Estate Planning
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 Export to Your Calendar 9/25/2019
When: Wednesday, September 25, 2019
2:00 PM - 5:00 PM
Where: NASW-NYC Chapter Office
305 7th Avenue
13th Floor
New York, New York  10001
United States


Online registration is available until: 9/24/2019
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This workshop will focus on estate planning and administration of estates. In exploring estate planning, wills, trusts, beneficiary designations, and jointly-owned property will be discussed.

 

The emphasis will be on cost-effective solutions for clients, including provisions for elderly or disabled family members, and for children. Also, we will look at estate taxes and strategies to assist clients in avoiding family disputes.

 

The discussion of estate administration will look at what happens when a client has a will versus what happens when someone passes without a will, and the workshop will compare probate and administration under New York law, as well as trust administration.

 

 

With this workshop, participants will be able to:

  • Understand wills and trusts, and how they are used
  • Understand beneficiary designations and jointly-owned property, and how they can be used to create an effective estate plan in appropriate situations at little or no cost
  • Understand what to expect when someone dies, and when court proceedings will be needed and how they work

 

 

NASW Member: $55 | Non-Member: $115

 

3 SW CE Contact Hours

 

 

 

 

 

David A. Cutner, Esq. is a founder of Lamson & Cutner, P.C., a preeminent New York Elder Law firm that focuses on Elder Law and Estate Planning. Mr. Cutner has authored numerous articles and special reports for seniors, disabled persons, and their families and caregivers, including the first chapter in Elder Law Client Strategies in New York, published by Thomson Reuters.

 

Mr. Cutner has presented seminars at nursing homes, hospitals and elsewhere, and is often sought out by the media for his comments on Elder Law issues.

 

 

 


 

NASW-NYC Certificates Policy

 

As per New York State Continuing Education guidelines, attendees must arrive on time and attend the ENTIRE workshop to receive their Continuing Education Contact Hours. Any attendees who arrive late or leaves early to a workshop will not receive their certificate, is not allowed admittance into the workshop and is also not eligible for a refund in any way. Please check transportation schedules ahead of time and plan accordingly.

 

We are currently transitioning from providing paper certificates to electronic ones. Please ensure that your registration information is accurate (name, e-mail, license type and number) as this will impact your continuing education certificates. NASW-NYC is not responsible for the accuracy of your registration information. To receive your certificate of completion, on the workshop date, please sign-in with your time and before you leave, initial-out with your time. Please allow up to 30 calendar days after the workshop date to receive your certificate.

 

 

NASW-NYC Refund Policy

 

All refund requests must be submitted by e-mail to workshops.naswnyc@socialworkers.orgRefund e-mails must include the subject line "Refund Request" as well as the attendee's name, workshop date and title in the body of the e-mail. Valid requests must be received no later than five business days prior to course date. NASW-NYC reserves the right to refuse any refunds requested later than five days prior to the course date.

 

All refunds are subject to a $20.00 administrative processing fee.

Refund requests typically require 1-2 weeks processing time.

Refunds ONLY; credit cannot be issued toward a future program date or substituted for another workshop.

 

If the workshop is cancelled, you will be informed ahead of time and fully refunded.

 


 

For any questions or issues, please contact workshops.naswnyc@socialworkers.org

 

NASW New York City Chapter is recognized by the New York State Education Department’s State Board for Social Work as an approved provider of continuing education for licensed social workers #0027 and the State Board for Mental Health Practitioners as an approved provider of continuing education for Licensed Marriage and Family Therapists #MFT-0060.

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