Trusts and Estates Law Institute III (2005)

This Third Annual Sophisticated Trusts and Estates Law Institute, a program of national reach and sophisticated content, features many of the most prominent and knowledgeable experts not only from New York, but from across the country.

As in past years' Institutes, this program covers a wide range of the most timely and important topics in trusts and estates practice.  Prominent authorities from across the nation address the latest developments in case law, ruling, Federal legislation; and provide in-depth, sophisticated coverage of the topics set forth below.

Program Contents

· Overview and Update

· Recent Developments and Trends in Asset Protection Planning

·The New York State Estate Tax

· Update on Disclaimers

· Update on Uniform Laws

· Trusts & Estates Litigation

· Tax Ramifications in the Art World

· Community Property Considerations in Separate Property States

· Planning for Distributions from Qualified Plans and IRAs

· Income and Estate Tax Issues Associated with Valuing Liabilities at Death

· New Developments in Charitable Planning

· Drafting for Flexibility in Choice of Law

· Issues Confronting Charities

·What Every Trusts and Estates Lawyer Needs to Know About Florida

· Liquidity and Other Issues at the Death of An Owner of a Pass-Through Entity

· Conflicts and Ethics

Program Speakers

Joshua S. Rubenstein, Esq. (Conference Chair)

KMZ Rosenman

—New York City

Professor Ira M. Bloom

Albany Law School

—Albany

Louis C. Ciliberti, CFP CLU ChFC

Louis C. Ciliberti and Associates Ltd

—Melville

Michelle Clayton, Esq.

Legislative Counsel

National Conference of Commissioners on Uniform State Laws

—Chicago, IL

Robert W. Goldman, Esq.

Goldman Felcoski & Stone, P.A.

—Naples, FL

Stuart J. Gross, Esq.

Roberts & Holland LLP

—New York City

Marcia Chadwick Holt, Esq.

Davis Graham & Stubbs LLP

—Denver, CO

Joseph Kartiganer, Esq.

Attorney at Law

—New York City

Andrew M. Katzenstein, Esq.

Katten Muchin Rosenman, LLP

—Los Angeles, CA

LawrenceP. Katzenstein, Esq.

Thompson Coburn LLP

—Saint Louis, MO

Bradley G. Korell, Esq.

Osborne & Helman, LLP

—Austin, TX

William P. LaPiana, Esq.

New YorkLaw School

—New York City

Ralph E. Lerner, Esq.

Sidley Austin

Brown & Wood

—New York City

Neill G. McBryde, Esq.

Moore & Van Allen PLLC

—Charlotte, NC

Malcolm A. Moore, Esq.

Davis Wright Tremaine, LLP

—Seattle, WA

Gerald A. Rosenberg, Esq.

Chief of the Charities Bureau

New York State Attorney General's Office

—New York City

Bruce M. Stone, Esq.

Goldman Felcoski & Stone P.A.

—Coral Gables, FL

James Dean Spratt, Jr., Esq.

King & Spalding LLP

—Atlanta, GA

Justin L. Vigdor, Esq.

Boylan, Brown, Code, Vigdor & Wilson, LLP

—Rochester

Total MCLE Credits......... 14.0

Ethics MCLE Credits....... 1.0

* Each additional person who uses the tapes for MCLE credit must purchase a copy of the “MCLE coursebook.”

Product Type	Member Price	Non Member Price
Trusts & Estates Institute III (2005) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 16234	$60.00	$75.00
+ Trusts and Estates Law Institute III (2005) (MCLE credit only if you have access to the course's audio/video/CD recording. You cannot receive MCLE credit from a coursebook alone.) (CLE CourseBooks) 16234M	$115.00	$190.00
* Trusts and Estates Law Institute III (2005) (MCLE Audio on CD) D6234	$370.00	$430.00