Estate Planning

PRE-RECORDED: Cutting Edge Topics in Estate Planning

Originally presented on: Tuesday, January 20, 2015

2 MCLE Credits (Professional Practice)

Members $50 | Non-Members $80  

Digital Estate Planning – We will explore the definition of digital assets and how to access, secure and distribute them. You will learn the risks and obstacles associated with planning for digital assets, such as potential privacy violation issues and the impact of federal and state hacking laws. We will also cover various planning techniques used to avoid pitfalls and ensure smooth administration of digital assets.
Special Needs Trusts – We will explain the importance of supplemental needs trusts, when to create them and how to fund them as well as the difference between a third-party trust versus a self-settled “payback” trust. A recent New York trust case will be presented to explore the role and responsibilities of corporate trustees of supplemental needs trusts.
Same-Sex Family Planning – Since U.S. v. Windsor, the landmark Supreme Court case that defeated a controversial federal law denying equal treatment to same-sex spouses, some 35 states recognize same-sex marriage. We will recap this trailblazing case and outline issues that remain for same-sex spouses, with an emphasis on estate planning.
Presented By:
Jill Beier, Esq. – Digital Estate Planning
Amy Altman, Esq. – Special Needs Trusts
Daniel Axman, Esq. – Same-Sex Family Planning
Program Coordinator:
Michelle Shagenov, Esq.
Sponsored By:
Surrogate’s Court Committee – Hon. Bruce M. Balter, Chair & Frank T. Strafaci, Esq. Vice Chair
Decedents’ Estates Section – Paul S. Forster, Esq., Chair & Frank T. Strafaci, Esq., Vice Chair
Elder Law Committee – Anthony Lamberti, Esq., Chair & Fern J. Finkel, Esq., Vice Chair
Computer Technology Committee - Andrea Bonina, Esq., Co-Chair & Daniel Antonelli, Esq., Co-Chair
Young Lawyers Section – Daniel Antonelli, Esq., Chair & Adam Kalish, Esq., Vice Chair

To Purchase Online:
Enter CLE attendee name in the appropriate box below (Member or Non-Member) and click “Add To Cart.”


For more information, contact Danielle A. Levine, CLE Director, at 718-624-0675, ext. 206 or

Nuts & Bolts of Will Drafting
Originally presented on Tuesday, October 21, 2014- 6:00-8:00pm
2 Professional Practice Credits
Client intake, basics of a complete Will, proper Will execution, PLUS attorney-drafter as nominated executor considerations, attorney-drafter legal exposure, Medicaid trusts, tax apportionment, AND much, much, much more!
Panelists: Paul S. Forster, Esq., Antar Jones, Esq. and Frank T. Strafaci, Esq.
Program Coordinator: Antar Jones, Esq.
Sponsored by: BBA’s Surrogate’s Court Committee – Hon. Bruce M. Balter, Chair and Frank T. Strafaci, Esq., Vice Chair
BBA’s Decedent’s Estates Section – Paul S. Forster, Esq., Chair and Frank T. Strafaci, Esq., Vice Chair
East Coast Appraisal Service
Fillmore Real Estate
Investors Bank
To Download the Flyer and Registration Form, click this link: Will Drafting Flyer-Form 10.21.2014.2
To Order Online:


For more information, contact 718-624-0675, ext. 206 or email

Original CLE Date: February 3, 2011
Credits: 2 Professional Practice Credit

Moderated by: Anthony J. Lamberti, Esq.

Presentations by:
Vincent J. Russo, J.D., LL.M., CELA – Vincent J. Russo & Associates, P.C.
Louis W. Pierro, Esq. – Pierro Law Group, LLC

Sponsored by: The Brooklyn Bar Association Elder Law Committee, Anthony J. Lamberti, Chair

Course Description: With the Baby Boomer generation beginning to turn 65 this year, the number of seniors and their needs will grow geometrically, and with it the need for competent Elder Law attorneys. Whether you are interested in  adding Elder Law to your current practice, or in adding profitability to an existing Elder Law practice, automating the  documents that your clients will need and searching out the educational services and other practice management tools are key. This session will highlight the most important subject matter for an Elder Law practitioner, and ways to stay  efficient while growing your practice.

For more information contact:

Phone: 718-624-0675 ext. 209

Purchase Here:

Price: $50.00

Original Recording Date: January 6, 2011
Credits: 1 Professional Practice Credit

Moderated By:
Fern Finkel, Esq.

Presentations by:
Fern Finkel, Esq.
Anthony Lamberti, Esq.

Sponsored by:
The Brooklyn Bar Association Elder Law Committee, Anthony J. Lamberti, Chair
The BBA Volunteer Lawyers Project, Jeannie Costello – Executive Director

The program provides: an overview of the amended Power of Attorney Statute and Practical Tips for Implementation.

For more information contact:
Phone: 718-624-0675 ext. 209

Order Now!

Price: $50.00

Credits: 2 MCLE Credits Professional Practice)
Speakers: Dan Santola, Esq., Powers and Santola
Brett Newman, The Lien Resolution Group

This seminar covers the recent changes in the Federal and State laws and regulations affecting Medicare reimbursement claims, Medicaid liens and private health insurance subrogation claims. Presented 1/27/09

Price: $50.00