CLE Course Details

The Ethics of Today & Strategic Planning for Tomorrow: A Two Part Course

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Price: $65
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  • Description
    Beginning with a look at the new rules and standards of ethics, this two part CLE course will review the 2009 updates. The course will offer a thorough study of the rules as they pertain to mining for Metadata and engagement letters. The complexity of the resurgence of section 487 of the Judiciary Law and disciplinary proceedings that have resulted from recent changes will also be explored. Part two of the course will offer an overview of guidelines for strategic planning with regards to both personal and business relationships including conveyances between spouses, trusts, lifetime gifts to future generations and individual partnership to LLC’s. Also included will be a detailed discussion of family limited partnerships, transfers of interest, like kind exchanges, and the distinctions between stock and real estate transfers.
  • Instructor Bio

    William Maker

    William Maker Jr. is a partner at McMillan, Constabile, Maker & Perone, LLP in Larchmont, NY, where his practice focuses on Municipal Law, Commercial Litigation, Trusts and Estates. He is active with both the Westchester County Bar Association and New Rochelle Bar Association, serving as Chairman (1999-2000) on the Grievance Committee of the WCBA. Mr. Maker has written articles for the NY State Bar Association and Westchester Bar Journals. He has taught seminars at Pace University and has spoken at many CLE programs throughout Westchester County. He is a graduate of New York University Law School. Mr. Maker is admitted to practice law in New York State and a member of the bar of the U.S. Supreme Court and U.S. Court of Appeals for the 2nd Circuit.

    Education: LL.M., New York University School of Law, 1982, J.D., New York University School of Law, 1975, B.A. in Economics, Queens College of the City University of New York, 1972.

    Michael Heller

    Michael J. Heller received his undergraduate degree from the State University of New York at Buffalo and his law degree from Hofstra University. He represented Hofstra at the Wagner National Moot Court Competition. Before joining Lamb & Barnosky, LLP, Mr. Heller practiced with the Nassau County law firm of Holman & Rosenberg. Mr. Heller works extensively with banks on complex commercial loans, including Industrial Development Agency and Small Business Administration matters, and with private clients in real estate development and corporate transactions. He has handled loan restructuring and workouts, foreclosures and deeds in lieu. He has been involved in sophisticated title insurance issues and litigation. Mr. Heller is admitted to practice law in New York State and New Jersey.