Trusts and Estates Law Institute IX (2011)

The fall 2011 Institute continues the tradition of covering a wide range of the most timely and important topics in trusts and estates practice—particularly the latest on estate tax reform and practicing in uncertain times. Prominent authorities from across the nation cover the latest developments in all aspects of trusts and estates law.

Program Topics

• Hot Topics

• Estate Planning with Residences

• New York’s New Decanting Statute

• Sophisticated Planning Techniques with GRATs

• NCCUSL and UPMIFA (Non-MCLE Credit Presentation)

• Update on Asset Protection

• Effective Use of the 5 Million Dollar Shelters

• FATCA and Offshore Accounts Held by Trustees

• New York Update: Same Sex Marriage and Disclaimers

• Tax Issues in Estates with Charitable Beneficiaries

• Update on Estate Planning with Life Insurance

• Attorney Fees in the Surrogate’s Court

• What Every Lawyer Needs To Know About FATF

• Year of Death Issues in Connection With S Corp Stock and Partnership Interests

• Sophisticated Planning with CLTs

Program Faculty

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

Edward J. Beckwith, Esq.
Baker & Hostetler LLP
—Washington, D.C.

Lawrence Brody, Esq. 
Bryan Cave LLP
—St. Louis, MO

Henry Christensen, III, Esq.
McDermott Will & Emery
—New York City

Professor Susan Gary
Orlando J. and Marian H. Hollis Professor of Law
University of Oregon School of Law
—Eugene, OR

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

Alan S. Halperin, Esq.
Paul, Weiss, Rifkind, Wharton & Garrison LLP
—New York City

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

Honorable Lee L. Holzman
Bronx County Surrogate
—Bronx

Andrew M. Katzenstein, Esq.
Proskauer Rose LLP
—Los Angeles, CA

Lawrence P. Katzenstein, Esq.
Thompson Coburn LLP
—St. Louis, MO

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

Carlyn S. McCaffrey, Esq.
McDermott Will & Emery LLP
—New York City

Mark E. Osborne, Esq.
Osborne, Helman, Knebel & Deleery, LLP
—Austin, TX

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

John A. Terrill, II, Esq.
Heckscher, Teillon, Terrill & Sager, P.C..
—West Conshohocken, PA

Robert A. Weiss
Managing Director
JP Morgan Private Bank
—New York City

Diana S.C. Zeydel, Esq.
Greenberg Traurig, LLP
—Miami, FL

Total MCLE Credits 14.0
Ethics MCLE Credits 2.0

The product type below that starts with the letter 'V' is a video online program that you will view and listen to on your computer screen.

The product type beginning with the number '8' is an audio-only online program that you may listen to through your computer OR download to a portable media player.

Product Type	Member Price	Non Member Price
9th Annual Sophisticated Trusts & Estates Institute (2011) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 1B94	$40.00	$60.00
+ Trusts and Estates Law Institute IX (2011) (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) 1B94M	$115.00	$190.00
* Trusts and Estates Law Institute IX (2011) (MCLE Audio on CD) DB944	$370.00	$430.00
* Trusts and Estates Law Institute IX (2011) (CLE on DVD) FB944	$425.00	$485.00
9th Annual Trusts & Estates Law Institute (2011) [Audio] (On-Line Programs) 80B94	$345.00	$410.00