Trusts and Estates Law Institute V (2007)

As with the previous years’ Institutes, this fall 2007 program features many of the most prominent and knowledgeable experts from across the country addressing a wide range of the most timely and important topics in trusts and estates practice.

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Program Contents

· Overview, Recent Developments and Hot Topics

· The New 2053 Regulations

· Revocable Trusts

· Lessons from the ACTEC Commentaries

·Update from National Conference on Uniform State Laws

· Pre-Nups, Post-Nups and Co-habitation Argreements

· Beneficiary Designations in Retirement Plans

· Update: Elder Care

· Update: Grantor Trusts

· Update: Asset Protection Planning

· Update: Charitable Planning

· Update: Life Insurance

· Update: Disclaimers

·Damages: New York, the Restatement and the Uniform Trust Code

· Issues Confronting the Surrogate’s Courts

· Making Trusts Flexible

· Estate Litigation Strategies

· New Life Insurance Planning Opportunities

· Estate Planning for the Terminally Ill Client

Program Speakers

Joshua S. Rubenstein, Esq. (Conference Chair)
Katten Muchin Rosenman, LLP
—New York City

Kim E. Baptiste, Esq.
Schulte Roth & Zabel LLP
—New York City

LawrenceBrody, Esq.
Bryan Cave LLP
—St. Louis, MO

Louis C. Ciliberti, CFP, CLU, ChFC
Louis C. Ciliberti and Associates Ltd.
—Melville

Hon. John M. Czygier, Jr.
Surrogate Court of Suffolk County
—Riverhead

Robert M. Freedman, Esq.
Freedman Fish & Grimaldi LLP
—New York City

Gary B. Freidman, Esq.
Greenfield Stein & Senior, LLP
—New YorkCity

Alvin J. Golden, Esq.
Ikard & Golden, P.C.
—Austin, TX

Stuart J. Gross, Esq.
Roberts & Holland LLP
—New York City

T. Randolph Harris, Esq.
McLaughlin & Stern, LLP
—New York City

Professor Kenneth F. Joyce
SUNY at Buffalo Law School
—Buffalo

Andrew M. Katzenstein, Esq.
Katten Muchin Rosenman, LLP
—Los Angeles, CA

LawrenceP. Katzenstein, Esq.
Thompson Coburn LLP
—St. Louis, MO

Professor John H. Langbein
Yale University
—New Haven, CT

Professor William P. LaPiana
New York Law School
—New York City

Bruce S. Ross, Esq.
Luce Forward
—Los Angeles, CA

Gideon Rothschild, Esq.
Moses & Singer, LLP
—New York City

Joshua S. Rubenstein, Esq.
Katten Muchin Rosenman LLP
—New York City

Judith E. Siegel-Baum, Esq.
Wolf Block Schorr & Solis-Cohen
—New York City

Barbara A. Sloan, Esq.
McLaughlin & Stern, LLP
—New York City

John A. Terrill, Esq.
Heckscher, Teillon, Terrill & Sager, P.C.
—Philadelphia, PA

G. Warren Whitaker, Esq.
Day Pitney LLP
—New York City

Total MCLE Credits...... 17.0

Ethics MCLE Credits..... 0.0

* 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 Law Institute V (2007) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 17644	$40.00	$60.00
+ Trusts and Estates Law Institute V (2007) (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) 17644M	$150.00	$250.00
* Trusts and Estates Law Institute V (2007) (MCLE Audio on CD) D7644	$475.00	$555.00
Trusts and Estates Law Institute V (2007) [Audio] (On-Line Programs) 80764	$450.00	$535.00