Program Details
2025-11-21 13:00:00
Over 1,000+ webinars
Course Overview
2025-11-21 13:00:00
2h CLE Credits
Intermediate
2
1:00 pm - 2:00 pm ESTThis session explores the foundational elements of estate planning, including how wills function, their limitations, and when probate should be avoided. Attendees will learn how trusts are created, funded, and utilized to bypass the probate process while protecting beneficiaries and maintaining privacy.
Debby Rosenfeld
Ronald Fatoullah 2:10 pm - 3:10 pm ESTThis session provides practical guidance on conducting effective client consultations, gathering essential information, and navigating ethical considerations when representing elderly clients or couples. Participants will also examine capacity assessment standards for various legal documents and receive a foundational primer on Medicaid planning strategies.
Debby RosenfeldRonald FatoullahDebby Rosenfeld serves as Counsel to the Trusts & Estates and Elder Law Practice Groups at Meltzer, Lippe, Goldstein & Breitstone, LLP. With a career spanning decades in elder law, estate planning, and real estate, she brings deep substantive knowledge to both individual clients and the broader legal community through public and private lectures and published articles addressing elder law issues for attorneys and laypeople alike.
Ronald Fatoullah chairs the firm’s Elder Law Practice Group and is a Partner in the firm’s Trusts & Estates Practice Group. Prior to joining the firm, he was the founder and principal of Ronald Fatoullah & Associates for over 35 years, a firm perennially recognized as one of New York’s top Elder Law and Estate Planning firms. He has dedicated his career to advising New Yorkers about the legal and financial challenges of aging and is highly regarded for his expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and guardianship litigation. He is a certified elder law attorney and a Fellow of the National Academy of Elder Law Attorneys, the highest honor bestowed by the organization.
Debby Rosenfeld serves as Counsel to the Trusts & Estates and Elder Law Practice Groups at Meltzer, Lippe, Goldstein & Breitstone, LLP. With a career spanning decades in elder law, estate planning, and real estate, she brings deep substantive knowledge to both individual clients and the broader legal community through public and private lectures and published articles addressing elder law issues for attorneys and laypeople alike.
Ronald Fatoullah chairs the firm’s Elder Law Practice Group and is a Partner in the firm’s Trusts & Estates Practice Group. Prior to joining the firm, he was the founder and principal of Ronald Fatoullah & Associates for over 35 years, a firm perennially recognized as one of New York’s top Elder Law and Estate Planning firms. He has dedicated his career to advising New Yorkers about the legal and financial challenges of aging and is highly regarded for his expertise in estate planning and administration, Medicaid planning, special needs planning, wills and trusts, probate, guardianships, and estate and guardianship litigation. He is a certified elder law attorney and a Fellow of the National Academy of Elder Law Attorneys, the highest honor bestowed by the organization.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
