New York Trust Law for the 21st Century: The Proposed New York Trust Code and New York Uniform Directed Trust Act

Date: Tuesday, January 30, 2018
Time: 4:15pm - 6:15pm
Location: Wolferts Roost Country Club
Speaker: Professor Ira Mark Bloom

 

HANDOUT for 1.30.18

 

January 30, 2018


New York Trust Law for the 21st Century: 

The Proposed New York Trust Code and New York Uniform Directed Trust Act


Professor Ira Mark Bloom

Wolferts Roost Country Club

4:10 P.M. registration.  

Program: 4:30 P.M. to 6:10 P.M. Dinner Immediately follows.

Please join the Estate Planning Council of Eastern New York in welcoming back Professor Bloom.

New York Trust Law for the 21st Century: The Proposed New York Trust Code and New York Uniform Directed Trust Act

The program will explain the ongoing project to enact a modern trust code for New York and the New York version of the Uniform Directed Trust Act.  Present New York trust law along with proposed changes will be discussed. Based on present New York trust law and proposed changes, planning and drafting implications will be considered.  Learning objectives fot this presentation are:

            1. Learning present New York trust law

            2. Learning how to plan based on present and proposed trust law

            3. Learning how to draft based on present and proposed trust law

 

Professor Bloom invites you to review:

COMMENTARY AND RECOMMENDATIONS TO THE NEW YORK STATE LEGISLATURE ON THE SIXTH REPORT OF THE EPTL-SCPA LEGISLATIVE ADVISORY COMMITTEE

Access this document here HERE  

 

 

Continuing Education credits will be applied for:  CLE, CFP, CPA, and Banking

 

 

Allied Professional Association Meeting:

Financial Planning Association of NENY

Hugh Johnson's Outlook 2018 on 1.18.18

info HERE

 

 

 

 

Related Document(s):

See Upcoming Event Calendar