Free CLE: Defensive Estate Planning, JAN-15-2019

Free CLE: Defensive Estate Planning, JAN-15-2019

Defensive Estate Planning Class

Strategies, Techniques, and Best Practices

Dear Attorneys:

You are invited to attend my free Continuing Legal Education course.

The class explores defensive estate planning techniques and strategies designed to prevent post-death family infighting, estate litigation, unnecessary complexity in administration, unnecessary expense and delay, planning for unknown unknowns, and best practices (some of which may not be obvious, even to the experienced practitioner). The class goes beyond the usual discussion of will contests, disinheritance clauses and in terrorem clauses, and touches upon safekeeping of wills, using the ascertainable standard for purposes of creditor protection, choosing appropriate witnesses for will executions, using advance directives to avoid unnecessary guardianship, pre-death due diligence, and will stacking, among other topics.

The CLE will be held at the National Law Institute at One Penn Plaza, Suite 3406, New York, New York 10119 on January 15, 2019. The program begins at 9:00am and ends at 11:00am.

You can sign up for the program by emailing the National Law Institute or registering on its website.

I hope to see you there.

Sincerely,

Daniel J. Reiter

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Frequently Asked Questions

If I petition to have a guardian appointed in a Mental Hygiene Law Article 81 proceeding, will I have to serve as guardian?

No. Even if you are the “petitioner” – the person who is asking the judge to appoint a guardian – you can ask the judge to appoint someone else. If there are no family or friends willing and able to serve, the judge can appoint a non-profit organization or “independent” professional guardian to serve.

My disabled child is about to turn 18. Am I automatically able to make decisions for them when they turn 18?

No (except for limited exceptions). In New York, parents are the natural guardians of their children until age 18. However, once a child reaches 18, even if they are developmentally or intellectually disabled, a parent cannot automatically make decisions for their adult child. Guardianship is often necessary for developmentally and intellectually disabled adults who do not have capacity to manage their own affairs without assistance.

If I am appointed guardian, can I force my ward to take psychiatric medication?

Although most guardians are authorized to make routine and non-routine medical decisions on behalf of their ward, the administration of psychiatric medication to a person who objects requires special authorization from a judge, even if you were already appointed guardian.

How long does it take to get a guardian appointed and authorized to act in a Mental Hygiene Law Article 81 proceeding?

There is no set time. However, from the time counsel is retained, it usually takes about 2-4 months total for the guardian to begin acting. However, if a guardian is needed immediately, the judge can appoint a “temporary guardian” while everything gets sorted out. This speeds up the process.

What is the difference between a guardian and a conservator?

Generally, none. New York used to use the terms conservator (today’s version of guardian of the property) and committee (today’s version of guardian of the person). Many states still use the term conservator, but the concept is the same.

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What Our Clients Say

“Daniel Reiter is an honest attorney. He handled my brother’s estate with professionalism, diligence, and sensitivity. … I would recommend him highly!”
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