CLE Estate Planning

CLE: Estate Planning for Loved Ones with Mental Health and/or Substance Use Disorders

Thursday, November 13, 2025
Sign-in: 5:45 pm
Panel Discussion: 6:00-7:00 pm
In-Person & Online via Zoom

Join Touro Law Center for a CLE program on “Estate Planning for Loved Ones with Mental Health and/or Substance Use Disorders.” Esteemed experts will address the role of a trusted advisor in discussing and preparing for mental health and substance abuse issues within the family and their impact on estate planning.

Specific topics include: an overview of the breadth of this problem in our society; identifying red flags and understanding how these issues impact an individual’s ability to manage an inheritance and/or to serve as a fiduciary; examining preferred language in estate planning documents; dynasty trusts, protective trusts, and decanting trusts; and examining what happens when an estate plan goes wrong.

This CLE is FREE, but registration is required

Panelists:
Patricia C. Marcin, Esq. '85 - Partner, Rivkin Radler LLP
Steven Chassman, LCSW, CASAC - Executive Director, Long Island Council on Alcoholism and Drug Dependence, Inc.
Jamie A. Rosen, Esq. - Partner, Meister Seeling & Fern PLLC

Co-Sponsors
Elder Law, Trusts, and Estates Association
Durg Law and Policy Society
Mental Health Law Society
Health Law Project (HeLP) (co-sponsor)

 
(1) hour of NY CLE "Areas of Professional Practice" credit available for attending attorneys.

Attorneys wishing to attend CLE Courses at or through Touro Law Center may apply for tuition assistance.
For more information, contact cle@tourolaw.edu or call (631) 761-7006.