Marcin to Present Trusts & Estates CLE for NYSBA

On Thursday, May 22 from 9:00 AM to 10:00 AM, Patricia Marcin will present the CLE program, “Estate Planning for Loved Ones with Mental Health and/or Substance Use Disorders” for the New York State Bar Association (NYSBA) alongside Jamie A. Rosen, Esq., Meister Seelig & Fein PLLC and Steven H. Chassman, LCSW, CASAC, Executive Director, LICADD (Long Island Council on Alcoholism and Drug Dependence, Inc.)

The program will discuss the role of a trusted advisor in planning for mental health and substance abuse issues within the family, including an overview of the breadth of the problem in our society today, discussion of how these issues have an impact on an individual’s ability to manage an inheritance and/or to serve as a fiduciary, identifying red flags to look for, examining preferred language in estate planning documents (dynasty trusts, protective trusts), decanting trusts and examining what happens when an estate plan goes wrong.

To register for this CLE, click here.