Cases and Lectures by Timothy B. Thornton

LecturesSubjectPlaceDate
Society of Certified Public Accountants [for CPE credits] sponsored by Dean Witter ReynoldsTechniques for Avoidance and Minimization of the Generation Skipping Transfer Tax and Leveraging the GST exemption [2-hour lecture with course outline]Woolfort's Roost County Club, Colonie, New YorkSpring 1994
Memorial HospitalLectured for 1 hour on meeting the costs of health care with emphasis on Medicare and MedicaidMemorial Hospital School of Nursing, Albany, NY6/3/94
WMHT (local public television station)Seminar on Estate Planning, Will Drafting and Medicaid PlanningDesmond Hotel Colonie, New YorkSpring 1994
Fleet Bank (Fleet Investment Services)The use of trusts in estate planningKiernan Plaza (Fleet Bank headquarters) Albany, NYSpring 1992
Senior Service Centers, Contract Vendor for General Electric CompanyLectured for 1 1/2 hours on Estate Planning for RetirementGeneral Electric Headquarters, Schenectady, NYWinter 1992
Senior Service Centers, Contract Vendor for General Electric CompanyOne-hour lecture for care givers about financial options for medical costs for elderlyKnolls Atomic Energy Plant (Martin Marietta) Niskayuna, NY)1993
Numerous lectures at Senior Service CentersAlbany, Latham, Brunswick, Schenectady, Castleton, and Saratoga  
Estate Planning Council of Northern New YorkLectured together with Professor Harold Dubroff of Albany Law School on the tax considerations of living trustsFort Orange Club Albany, NYWinter 1991

NYSBA CLE PROGRAMS

LectureRoleSubjectPlaceDate
NYSBA Trusts and Estates Law SectionSpeakerThe use of Trusts in Estate Planning: Estate Tax Marital DeductionThe Desmond Hotel9/24/91-9/25/91
NYSBA Trusts and Estates Law SectionSpeakerEstate Planning & Will DraftingThe Desmond HotelFall 1987
NYSBA Trusts and Estates Law SectionSpeakerWill DraftingRamada InnSpring 1986
NYSBA Trusts and Estates Law SectionSpeakerObtaining Letters in Contested and Uncontested MattersAlbany, New YorkFall 1984
NYSBA Trusts and Estates Law SectionModerator and SpeakerEstate Planning, Will Drafting and Gift TaxesThe Desmond AmericanaFall 1983
NYSBA Trusts and Estates Law SectionSpeakerEstate Planning, Will Drafting and Probate and Estate AdministrationHilton, Albany, NYFall 1982
NYSBA Trusts and Estates Law SectionModeratorThe Economic Recovery Tax ActAlbany, New YorkFall 1981
NYSBA Trusts and Estates Law SectionSpeakerEstate Accounting and Distributions for estates up to $500,000Albany, New YorkFall 1980
NYSBA Trusts and Estates Law SectionSpeakerBasic Probate and EstateAdministrationAlbany, New YorkFall 1979
IBMSpeakerLectured to Retirees of IBM from the Northeast on Estate Planning Considerations for Those Entering RetirementThe Renaissance Hotel Saratoga Springs, New York1990