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Drafting Basic Testamentary Documents

SKU: EST1100N
Total Credits
2.5 - 2.9
Price$125
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Description

Learn the basic requirements for drafting wills and simple trusts and become familiar with the requirements of a number of different types of documents.

Topics covered include:

  • Will drafting;
  • Information collection and client interviews;
  • Fiduciary tax compliance;
  • Introduction to estate tax­­ – drafting basic trusts.

Lecturer Bios

Alfreida B. Kenny, Esq.

Alfreida B. Kenny, Esq. is a graduate of Columbia University School of Law, class of 1975. She has extensive experience in fiduciary matters, including guardianships, conservatorships, and receiverships. Ms. Kenny has been appointed and served frequently as guardian ad litem, representing infants and unknown distributees before the Surrogate's Court of the State of New York in probate and accounting proceedings. She has been appointed by the Supreme Court of the State of New York to serve as trustee of supplemental needs trusts and continues to serve as trustee of supplemental needs trusts. Ms. Kenny has been appointed and served as guardian ad /item for incompetents in the United States District Court for the Eastern District of New York and the United States District Court for the Southern District of New York. She has been appointed and served as conservator, court evaluator, counsel to alleged incapacitated persons, and guardian of the person and/or property in Article 81 proceedings before the Supreme Court of the State of New York for the Counties of New York and Bronx. She represents petitioners in Article 81 proceedings, those raising objections in Article 81 proceedings, and guardians appointed pursuant to Article 81 of the Mental Hygiene Law.

Ms. Kenny is a frequent lecturer for bar associations and other continuing legal education programs on issues pertaining to adult guardianships. She has participated as a faculty member for training programs and seminars on conservatorships under the repealed Article 77 of the Mental Hygiene Law and adult guardianships under Article 81 of the Mental Hygiene Law, approved by the Office of Court Administration, in accordance with Mental Hygiene Law §§ 81.39 and 81.40, offered by various bar associations and organizations, including the New York County Lawyers' Association, the Bronx Bar Association, The New York City Bar, and Practising Law Institute. She has participated in panel discussions regarding physician-patient privilege, offered by the Elder Law Section of the New York State Bar Association, and practical issues confronting lawyers in Article 81 proceedings, offered by the Women's Bar Association of the State of New York.

Ms. Kenny is a member of the panel of mediators in the United States District Court for the Southern District of New York and has mediated cases in the United States District Court for the Southern District of New York, as well as commercial cases in the Commercial Division of the Supreme Court of the State of New York, County of New York. As a result of her training and experiences in mediation and adult guardianships, Ms. Kenny has concluded that mediation is an appropriate vehicle to resolve many disputes that arise in adult guardianship proceedings. She has expanded her law practice to include mediation of disputes that arise prior to the commencement of guardianship proceedings and during the pendency of guardianship proceedings.

Ms. Kenny is active in bar association activities. She served as a member of the Committee on Trusts, Estates and Surrogate's Courts of the New York City Bar. She also served as a member of the New York County Lawyers' Association's Estates, Trusts and Surrogate's Court Practice Section and as Co-Chair of the Trusts and Estates Legislation and Governmental Affairs Committee of the New York County Lawyers' Association. She currently is a member of the Executive Committee of the Elder Law Section of the New York State Bar Association.

Paul J. O'Neill, JR.

Paul J. O'Neill, Jr. is a Manhattan solo practitioner specializing in trust and estate administration and planning and trust and estate litigation. He is a graduate of Bowdoin College and New York University School of Law and is admitted to practice in the state courts of New York, the United States District Court for the Southern and Eastern Districts of New York, the United States Court of Appeals for the Second Circuit and the Tax Court of the United States.

Mr. O'Neill is a member of the American Bar Association (Sections on Real Property, Probate and Trust Law and Litigation), the New York State Bar Association (Sections on Trusts and Estates Law, General Practice, Chair-Elect and Elder Law) and the New York County Lawyers Association (Estates, Trusts and Surrogate's Court Practice Section, Co-Chair 2001-2005). He has lectured frequently at various bar associations and written on matters involving drafting and administration of Wills and trusts.

John J. Reddy, Jr.

John J. Reddy, Jr. is a partner in the Law Firm of Bekerman & Reddy, LLP. Mr. Reddy received his JD from New York Law School where he was an Articles Editor for The ABA Journal HUMAN RIGHTS. He received a B.S. from Fordham College. Mr. Reddy has been associated with the Counsel to the Public Administrator of New York County since 1979 and has served as Council to the Public Administrator since 1996.

Mr. Reddy is a member of the New York State Bar Association (Trusts & Estates Law Section), The Association of the Bar of the City of New York (Committee on Trusts, Estates and Surrogate’s Court), The New York County Lawyers Association (Estates, Trusts and Surrogate’s Court Section) and New York Law School’s Alumni Board of Directors.

Mr. Reddy bas lectured for New York Law School’s CLE, New Yolk County Lawyer’s Association. The Black Metropolitan Bar Association and other bar associations as well as various charitable institutions and community based organizations on topics relating to Wills, Estate Practice and the Surrogate's Court.

Frank R. Rosiny

Frank R. Rosiny is a 1964 graduate of the Columbia University School of Law and a member of the bars of New York, New Jersey and Florida. He practices in Manhattan with his brother under the firm name Rosiny & Rosiny.

Mr. Rosiny chaired the New York State Bar Association's Committee on Professional Ethics for five years. He also chaired the State Bar's Committee on Professional Discipline, its Special Committee to Review ABA Draft Model Rules of Professional Conduct, and its General Practice Section. He is the immediate past chair of the State Bar's Committee on Unauthorized Practice of Law and chaired the Joint Committee on Fee Disputes and Conciliation for New York and Bronx Counties. He has also been a member of several local bar association committees on professional ethics and discipline, as well as the Appellate Division's Departmental Disciplinary Committee, where he served for six years.

He has been a member of the American Bar Association's House of Delegates, chaired the Commercial Law Committee of its General Practice Section, and served as ABA advisor to the Commission on Uniform State Laws.

As an adjunct professor of law for 25 years, Mr. Rosiny taught the required course on professional responsibility at two of New York City's law schools: beginning in 1977 at New York Law School and, thereafter, at Brooklyn Law School. His published writings include articles on New York civil practice, as well as professional issues and standards.

Mr. Rosiny has represented respondents in disciplinary proceedings and applicants for admission to the bar. He has also testified as an expert in the field of legal ethics and is a frequent lecturer to practicing lawyers.



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