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Will Drafting 101

SKU: EST1300N
Total Credits
1.5 - 3.3
Price$125
CDs/DVDs Only
This course is only available in CD/DVD format.
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Description

Drafting a will is one of the most common services rendered by an attorney. However, the proper preparation and implementation of a client’s testamentary instrument is by no means one of the simplest tasks since the attorney may have to call on knowledge from a number of legal fields. An expert panel helps you to identify the relevant issues specific to your client’s situation and provide guidance on drafting the clauses necessary to effectuate the testamentary plan.

Lecturer Bios

Paul J. O'Neill Jr., Esq.

Paul J. O'Neill Jr., is a Manhattan solo practitioner concentrating 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.

John J. Reddy, Jr.,

JOHN J. REDDY, JR Reddy, Levy & Ziffer, P.C. 1993-2010 Counsel to the Public Administrator of the County of New York 2009-present Counsel to the Public Administrator of Bronx County Partner, Reddy, Levy & Ziffer,P.C. Representing private and pro bono clients in the Surrogate’s and Supreme Courts 1979-1993 Associate, Arenson, Ditmar, Karban and Bekerman Represented the Public Administrator of the County of New York Teaching Appointments 2005-present Adjunct Professor of Law, New York Law School Course in Estate Administration Publications Essential Steps after “Finishing” the Estate Plan: Part 1 — Pre-mortem Planning, Probate & Property, March/April 2007, Vol. 21, No. 2* Essential Steps after “Finishing” the Estate Plan: Part 2 — Post-mortem Planning, Probate & Property, May/June 2007, Vol. 21, No. 3* *(Recipient of the ABA, Real Property, Trust & Estate Law Section 2007 Excellence in Writing Award) The Role of the Public Administrator: Has It Expanded? New York Law Journal, September 4, 2007 Expanding the Class to Include Post Conceived Children New York Law Journal, October 23, 2007 Law of In Terrorem Conditions Is on the March New York Law Journal, February 20, 2008 Exoneration Clauses: Two Cautionary Tales New York Law Journal, April 16, 2008 Education Bachelor of Science Fordham College 1976 Juris Doctor New York Law School 1979 Articles Editor, Human Rights, 1979 Award for Outstanding Editorial Contribution Bar Admissions Supreme Court, New York State, First Department Supreme Court, State of New Jersey Supreme Court of the United States Professional Service Office of Court Administration: Member — Surrogate’s Court Advisory Committee to the Chief Administrative Judge Association of the Bar of the City of New York: Member — Council on Judicial Administration New York County Lawyers Association: Past Co-Chair — Estates & Trusts Section American Bar Association: Member — Real Property, Probate & Trust Law Section and Community Outreach Committee New York State Bar Association: Member — Trusts & Estates Section American Bar Association: Program Chair — Committee on Community Outreach Preparing for careers in Trusts & Estates Law Preparing to qualify as Guardian ad Litem in Surrogate’s Court Proceedings (2006) (Co-sponsoring organizations: Asian American Bar Association of New York; CUNY Law Alumni; Dominican Bar Association; Latino Lawyers Association of Queens County; Macon B. Allen Black Bar Association; Metropolitan Black Bar Association; and Puerto Rican Bar Association) Community Activities Operation Helping Hand, Inc. — Team Leader rebuilding homes in New Orleans. Ecuador Quilt, Inc. — Co-founder of 501(c)(3) charity that funds construction of clinics, community centers and nursery day care centers in Sao Pablo, Ecuador. Inner-City Scholarship Fund — Donor-Mentor providing scholarships and guidance to inner-city children NAACP — Member, Mid-Manhattan Branch Habitat for Humanity — Volunteer Worker, Tri-State Area United Jewish Appeal – Federation of Jewish Philanthropies Lecturer New York County Lawyers Association, Drafting Testamentary and Inter Vivos Instruments New York County Lawyers Association, Drafting Basic Testamentary Documents and Advanced Directives New York County Lawyers Association, Blueprint for Building Your Practice, Trusts & Estates American Bar Association, Real Property, Trust & Estate Law Section, Community Outreach Committee in conjunction with several minority bar associations in the New York City area, September — November, 2007, 8-week lecture series at the Appellate Division, First Department. An Introduction to Elder Law and Article 81 Guardianships and Ethics and Disciplinary Proceedings (Co-Chair) American Bar Association, Real Property, Probate and Trust Section Spring Symposium in Washington, DC, An Introduction to Trusts & Estates New York State Bar Association, General Practice Section, Annual Meeting in New York, NY, Will Execution Techniques and Depositions of Attesting Witnesses American Bar Association, Real Property, Trust & Estate Law Section, Community Outreach Committee in conjunction with several minority bar associations in the New York City area, September — 8-week lecture series What You Need To Know to Qualify as a Guardian ad Litem in Surrogate’s Court (Co-Chair) New York State Bar Association, Trusts & Estates Section, Probate and Administration of Estates New York County Lawyers Association, Blueprint for Building Your Practice, Trusts & Estates New York State Bar Association, Trusts & Estates Section, Spring Meeting at Buffalo, NY, Insiders Guide to the Surrogate’s Court, Discussion Leader New York County Lawyers Association, Will Drafting 101 New York County Lawyers Association, Bridge the Gap, A Program for Newly Admitted Attorneys New York County Lawyers Association, Estate Planning for Non-Traditional Couples American Bar Association, Real Property, Trust & Estate Law Section Fall Symposium at San Francisco, CA, An Introduction to Estate Administration American Bar Association, Real Property, Trust & Estate Law Section, Community Outreach Committee, in conjunction with minority bar associations in the New York City area, September — seven-week lecture series An Introduction to Estate Administration (Program Coordinator) New York County Lawyers Association, Will Drafting 101 American Bar Association, Real Property, Trust & Estate Law Section Spring Symposium at Washington, DC, An Introduction to Trusts & Estates New York County Lawyers Association, Drafting Basic Testamentary Documents and Advanced Directives American Bar Association, Real Property, Trust & Estate Law Section, Community Outreach Committee in conjunction with several minority bar associations in the New York City area, September — 7-week lecture series An Introduction to Estate Planning (Program Coordinator) New York State Trial Lawyers Institute, Infant/Wrongful Death Compromises American Bar Association, Real Property, Trust & Estate Law Section, Spring Symposium in Seattle, WA, Preparing for the Potential Probate Contest Before and After Death New York County Lawyers Association, Drafting Basic Testamentary Documents and Advanced Directives Association of the Bar of the City of New York, Guardian ad Litem Training — Representing Respondents in the Surrogate’s and Other Courts New York Law School Continuing Legal Education Program, Qualifying for Appointment as Guardian ad Litem in Surrogate’s Court (Program Coordinator) Association of the Bar of the City of New York, Drafting Testamentary and Inter Vivos Instruments

Leslie Wilsher, Esq

Bar Admissions • New York, 1980 Professional Associations and Memberships • Association of the Bar of the City of New York, 1980 - Present • New York State Bar Association, 1983 - Present • American Bar Association, 1980 - Present Classes and Seminars • Estate Planning for Beginners & Non Specialists, Association of the Bar of the City of New York, May 1997, September 1999, September, 2000 • Estate Planning for Larger Estates, Association of the Bar of the City of New York, 2000 - Present • Basic Estate Planning, Practicing Law Institute, 1998 - 2000 • Basic Estate Administration, Association of the Bar of the City of New York, 1997 • Estate Planning for Unmarried Couples-Ethical Considerations, Association of the Bar of the City of New York, 1998 • Estate Planning with Retirement Benefits, Practising Law Institute • Estate Planning with Retirement Benefits, Association of the Bar of the City of New York Past Employment Positions • Leslie J. Wilsher, Esq., Sole Practitioner, 1995 - 2000 • Kelley Drye & Warren, Associate, 1985 - 1994 Education • Columbia Law School, New York, New York, 1979 J.D. Honors: Stone Scholar • Douglas College (Rutgers), New Brunswick, NJ, USA, 1976 B.A. Honors: cum laude Major: Political Science/Russian Language & Literature Fraternities/Sororities • Pi Sigma Alpha



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