For those interested in attending a Free CLE program Drafting Estate Plans for Beginners, a practical CLE designed for attorneys who want to become more comfortable discussing estate planning with clients or add estate planning to their practice.

📅 Thursday, September 17, 2026
⏰ 6:00 PM ET
📍 In Person: IX Legal, 40 Wall Street, 49th Floor, New York, NY
💻 Virtual attendance available
⚖️ FREE FULLY APPROVED NYS CLE Transitional & Non-Transitional Credit 1 hour

Covered topics include:
• Wills, revocable trusts & irrevocable trusts
• Estate tax planning basics
• Asset protection & Medicaid considerations
• Beneficiary planning provisions
• Powers of attorney, health care proxies & living wills
• Life estates & Transfer on Death Deeds
• Client intake and identifying estate planning opportunities
• Representing spouses and working with family members
• Best Practices Drafting systems, referral partners & pricing considerations

 

CLICK HERE TO REGISTER or 

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https://ix-legal.com/resources/drafting-estate-plans-for-beginners