Program Details
2025-09-17 13:00:00
Over 1,000+ webinars
Course Overview
2025-09-17 13:00:00
3h CLE Credits
Intermediate
3
1:00 pm - 2:00 pm ESTThis session covers how to conduct effective client consultations, identify goals and intent, prepare a comprehensive asset inventory, and evaluate whether a revocable living trust is the right planning vehicle, including long-term care, probate, creditor, and estate tax considerations.
Ronald FatoullahDebby RosenfeldPaloma Holloman 2:10 pm - 3:10 pm ESTThis session outlines core trust provisions, the differences between revocable and irrevocable trusts and between trusts and wills, the key roles in trust formation, and how to draft and review special clauses protecting retirement assets, special needs beneficiaries, minors, and spendthrift family members.
Ronald FatoullahDebby RosenfeldPaloma Holloman 3:20 pm - 4:20 pm ESTThis session explores the ethical duties of estate planning practitioners throughout the trust drafting and funding process, covering Rules 1.1, 1.3, 1.7, 1.8(c), 1.14, and 5.5, supplemental transfer documents, asset funding compliance, and ongoing trust maintenance obligations.
Ronald FatoullahDebby RosenfeldPaloma HollomanRonald 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.
Paloma Holloman is an estate planning and probate attorney at PHM Law, LLC, her firm located in Warrenville, Illinois. She engages a diverse clientele, representing estates of all sizes and complexities. She has taught college courses on estate planning and administration and legal ethics, and is a member of the Fox Valley Estate Planning Council. In 2025, she was the recipient of the Illinois State Bar Association’s Young Lawyer of the Year Award outside of Cook County.
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.
Paloma Holloman is an estate planning and probate attorney at PHM Law, LLC, her firm located in Warrenville, Illinois. She engages a diverse clientele, representing estates of all sizes and complexities. She has taught college courses on estate planning and administration and legal ethics, and is a member of the Fox Valley Estate Planning Council. In 2025, she was the recipient of the Illinois State Bar Association’s Young Lawyer of the Year Award outside of Cook County.
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
