Paralegals’ Guide to Drafting Wills, Health Care Proxies, Living Wills & Power of Attorneys

Stephen Bonfa | Law Offices Of Stephen A. Bonfa, Esq., PC

Stephen is admitted to practice in New York State, the US Eastern and Southern District Courts, and the US Tax Court.

Stephen earned a Master of Laws in Taxation and served in multiple government agencies, including, as an Assistant District Attorney; a NYC Administrative Law Judge, a NYC Police Department Attorney, and a NYC Department of Buildings Managing Attorney.

He has Lectured On Estate Planning, Probate Proceedings, Business & Persona; Taxation, Real Estate Taxation, Business Formation & Planning, Protecting Yourself From Scammers, Trusts & Wills, Medicaid Basics, 1031 Exchanges, and Tax Resolution Strategies.

Recent & Upcoming Lectures 9/27 Estate Planning For Beginning Attorneys Simply CLE 10/9 Fundamentals of Estate Planning, Transportation Columbia Assoc of NY 11/13 ID Theft and Scans, NYC Public School District 31 11/14 Estate Planning for Lawyers, LawPractice CLE 11/28 Estate Taxation, Maiorano & Assoc 12/3 Drafting Estate Plans For Beginners 12/4 Long Term Medicaid & Asset Protection, Bonfalaw Webinar 12/27 Probate Proceedings SimplyCLE.

I. General terms to know | 1:00pm – 1:15pm

II. Estate planning documents | 1:15pm – 1:30pm

III. Personal information needed from client | 1:30pm – 1:40pm

IV. Financial information needed from client | 1:40pm – 1:50pm

V. General information needed | 1:50pm – 2:00pm

Break | 2:00pm – 2:10pm

VI. Information needed for drafting will & execution requirements | 2:10pm – 2:25pm

VII. Information needed for drafting HCP/living will & execution requirements | 2:25pm – 2:40pm

VIII. Information needed for drafting POA & execution requirements | 2:40pm – 2:55pm

IX. Apple & iCloud accounts | 2:55pm – 3:10pm