Estate Planning

    How to Prepare a Federal Estate Tax Return

    How to Prepare a Federal Estate Tax Return

    CLE Date and Time: May 16, 2012 – 6:00-8:00pm

    Location: 123 Remsen Street, Brooklyn
    Credits: 2 MCLE Credits (Professional Practice)

    Moderated by: Michael S. Daiell, EA, Esq., Michael S. Daiell, P.C.

    Presentations by:
    Bradley McKinney, CPA, Raich, Ende & Malter, LLP
    Terrence Fraser, Esq., IRS Manhattan Estate Tax Audit Group

    Sponsored by:
    BBA Decedents’ Estate Section – Paul S. Forster, Chair and Frank T. Strafaci, Vice-Chair
    BBA Surrogate’s Court Committee – Hon. Bruce M. Balter, Chair and Frank T. Strafaci, Vice-Chair
    BBA Taxation Committee – Eugene L. Stoler, Chair
    Citibank – Montague Street Branch

    This course will provide a detailed analysis on how to prepare a federal estate tax return. Presenters will cover both the practitioner side of 706 preparations as well as the IRS perspective.

    For more information contact:
    E-mail: lfeldman@brooklynbar.org
    Phone: 718-624-0675 ext. 209

    To download and fax the registration form – Click Here!

    Pre-Pay and Save $20:

    Reserve Your Spot and Pay at the Door:

    Drafting State of the Art Documents from Beginner to Expert – What You Really Need to Know to Practice Elder Law

    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:
    E-mail:     lfeldman@brooklynbar.org
    Phone: 718-624-0675 ext. 209

    Purchase Here:

    Price: $50.00

    Amended Power of Attorney Statute Practical Tips

    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:
    E-mail: lfeldman@brooklynbar.org
    Phone: 718-624-0675 ext. 209

    Order Now!

    Price: $50.00

    Liens, Set-Asides and Special Needs Trusts

    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