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Survey of Wills, Trusts, and Estates

This intensive course provides an overview of the legal processes that occur when someone dies in New York State, and it outlines what people can do during their lifetime to plan appropriately. Gain an understanding of the important elements of a will; the various decisions to be made concerning healthcare, including healthcare proxies and living wills; and the selection of beneficiaries and executors. Examine the advantages and disadvantages to having a power of attorney. Also, discuss the distribution of a decedent’s assets, the rights of surviving spouses and other family members upon the death of a decedent, and the rights of creditors of an estate. In addition, this course covers the Surrogate’s Court, including the roles of the attorneys, the guardians ad litem, the public administrator, and the New York State attorney general. The transfer tax system also is discussed, including estate, gift, and generation-skipping transfer taxes. This course is beneficial to those studying law, financial planning, or accounting, as well as to individuals interested in the subject for personal reasons.

More details

You'll Walk Away with

  • An overview of the legal processes that occur when someone dies in New York State
  • An understanding of the important elements of a will, the various decisions to be made concerning healthcare, and the selection of beneficiaries and executors

Ideal for

  • Professionals in every field
  • Individuals interested in the subject for personal reasons

2 sections

  • Spring 2017
    • Section

      001
    • Semester

      Spring 2017
    • Date

      Apr 22 - Apr 29
    • Day

      Saturday
    • Time

      10:00AM-6:00PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      2
    • Faculty

      Sciacca, Thomas
    • Location

      Midtown Center
  • Summer 2017
    • Section

      001
    • Semester

      Summer 2017
    • Date

      Jul 22 - Jul 29
    • Day

      Saturday
    • Time

      10:00AM-6:00PM
      • In-Person
    • Format

      In-Person
      • In-Person
    • Sessions

      2
    • Faculty

      Sciacca, Thomas
    • Location

      Midtown Center