Events · In person
Drafting Estate Plans for Beginners
· 6:00 PM40 Wall Street, 49th Floor, New York, NY
Presented by Stephen A. Bonfa, LLM
A free 1.0-credit CLE for attorneys ready to add estate planning to their practice — or sharpen the fundamentals. Presented by Stephen A. Bonfa, LLM, in person at 40 Wall Street and streamed online.
This session covers the essential building blocks of estate planning: wills, trusts, tax strategy, asset protection, powers of attorney, and the practical systems that turn theory into a working practice.
Most CLEs give you an hour of theory and send you on your way. This one is different — you leave with real, usable materials you can put to work the same week.
— What you'll walk away with
- Citations for everything discussed, ready for your research files
- A sample estate intake form
- Sample provisions for supplemental needs trusts, drug and alcohol clauses, and IRA proceeds
- Sample grantor trust provisions
- Rev. Rul. 2023-2
- A sample spousal representation clause for your retainer
- Proven questions to elicit estate planning conversations with clients
— Full CLE agenda
Download agenda PDF RSVP by Sep 16, 2026
— Event preview