All About Trusts in New York
Agenda
Webinar instructions will be emailed before the date of the webinar.
Please log into the webinar 15 – 30 minutes before the start time.
Wednesday, July 17, 2024
8:30 – 3:30 pm Eastern
Friday, August 16,2024
9:00 – 12:00 pm Eastern
Wednesday, July 17, 2024 (Day 1)
Understanding the Grantor’s Goals and Potential Risks
Presented by: Jessica M. Peraza
- Long-term and short-term financial goals
- Identifying beneficiaries
- Identifying assets and potential risks
- Objectives for asset management and control
- Creation, duration, and termination of trust
Creating Testamentary Trusts
Presented by: JulieAnn Calareso
- Purposes of the testamentary trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Asset Protection Planning for Seniors and the Disabled
Presented by: JulieAnn Calareso
- Overview of government benefit programs
- Trust options
- Planning for spouses, supplemental needs trusts
Friday, August 16, 2024 (Day 2)
Creating Revocable “Living” Trusts
Presented by: JulieAnn Calareso
- Purposes of the revocable trust
- Benefits and drawbacks
- Funding the trust
Administrative issues
Creating Irrevocable “Living” Trusts
Presented by: JulieAnn Calareso
- Purposes of the irrevocable trust
- Benefits and drawbacks
- Funding the trust
- Administrative issues
Webinar Instructions
All attendees must log-on through their own email – attendees may not watch together if they wish to earn continuing education credit. HalfMoon Education Inc. must be able to prove attendance if either the attendee or HalfMoon Education Inc. is audited.
Certificates of completion can be downloaded in PDF form upon passing a short quiz. A link to the quiz will be sent to each qualifying attendee immediately after the webinar. The certificate can be downloaded from the Results page of the quiz upon scoring 80% or higher.
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Credits
Accountants
7.2 CPE Credits
Attorneys
7.0 CLE Hours
Continuing Education Credit Information
This webinar is open to the public and is designed to qualify for up to 7.2 CPE credits for accountants and 7.0 CLE hours for attorneys in New York. Professionals seeking continuing education credits in other states may be able to claim the hours earned at this webinar; please refer to specific board rules to determine eligibility.
This webinar offers accountants 7.2 CPE credit hours (based on 50-minute hours) of intermediate-level group internet-based CPE credits in the area of Specialized Knowledge. Knowledge of trusts is beneficial, and no advance preparation is recommended. NASBA Sponsor No. 103015.
HalfMoon Education Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
HalfMoon Education is certified by the New York State CLE Board as an Accredited Provider of CLE programs. This nontraditional format course offers 7.0 Areas of Professional Practice CLE hours which are appropriate for experienced attorneys. HalfMoon Education will provide financial hardship assistance to New York attorneys who wish to attend this event. Contact Frank Chapman at fchapman@halfmoonseminars.org for details and to apply.
Attendance will be monitored, and attendance certificates will be available after the webinar for those who attend the entire course and score a minimum 80% on the quiz that follows the course (multiple attempts allowed).
On-Demand Credits
The preceding credit information only applies to the live presentation. This course in an on-demand format is not eligible for any of the listed credits.
Speakers
JulieAnn Calareso, Esq.
Of Counsel, Gleason Dunn Walsh & O’Shea, P.C., in Albany, NYMs. Calareso joined Gleason, Dunn, Walsh & O’Shea in May of 2022, bringing her experience in elder law, guardianships, trusts and estate planning and administration, and special needs planning to the firm. She has practiced in these areas of law after graduating from Albany Law School in 2003. Ms. Calareso came to law as her second career, having graduated from Fordham University with an undergraduate degree in communications. After years in television and movie production in Manhattan and Los Angeles, she moved into a field where she could make an impact on peoples’ lives on a daily basis. Her dedication to her practice of law comes from her personal experiences within her family and her fervent belief in the need for planning and for family collaboration across the generations.
Jessica M. Peraza
Attorney with Lippes Mathias LLP in Buffalo, NYMs. Peraza focuses her practice on estate planning and administration, Medicaid, and long-term care planning. As a law student, she interned for the Hon. Barbara Howe in Erie County Surrogate’s Court and worked in the Public Benefits Unit of Neighborhood Legal Services. Her previous experience includes residential foreclosures, public and private sector labor law, contract negotiations, probate matters, third party credit collections, and representation of clients in administrative hearings and arbitrations.
