Estate Planning

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:

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

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

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