10th Annual Sophisticated Trusts & Estates Institute
Thursday, November 8, 2012
through Friday, November 9, 2012
- Location - 15.0 MCLE credits: 2.0 Ethics; 13.0 Professional Practice NYSBA
Co-sponsors: Program DescriptionThis year's two-day event is co-sponsored by the New York State Bankers Association and the New York State Society of CPA’s, and will cover 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 will cover the latest developments in all aspects of trusts and estates law. Detailed written materials will accompany each of the presentations. There will be plenty of networking time, permitting you to pose questions to the presenters, compare notes with fellow practitioners in the legal and banking fields and visit with sponsors. A luncheon on the first day of the program and a cocktail reception on that evening after the program ends will afford opportunities for networking and enjoying the company of your colleagues in this field. A prominent guest speaker will make a topical key note address at lunch on the first day. Program AgendaThursday, November 8, 2012 (Day One)8:30 – 9:00 a.m. Registration (outside meeting room) 9:00 – 9:10
a.m. Introduction
and Overview 9:10 – 10:00
a.m. Estate Planning Update 10:50 – 11:05 a.m. Refreshment Break 11:05 – 11:55
a.m. Overriding Trust Law: When You
Can and When You Can't: The Effect on the Duties of Trustees, on
Maintaining "Secret"
Trusts, and on Establishing "Directed" Trusts 11:55 – 12:45
p.m. Ethics and the New Technology 12:45 – 2:00
p.m. Luncheon (51st
Floor Reception Hall) 2:00 – 2:50
p.m. Drafting
Definitions of Children and Descendants in the Modern World 2:50-3:40
p.m. Updated:
Estate Planning With Life Insurance 3:40 – 3:55 p.m. Refreshment Break 3:55 – 4:45
p.m. The Marital
Deduction Revisited: Yesterday and Today 4:45 p.m. Adjournment 5:00 – 6:30 p.m. Cocktail Reception (51st Floor Reception Hall) Friday, November 9, 2012 (Day Two)8:30 – 9:00 a.m. Registration (outside meeting room) 9:00 – 9:50
a.m. Update:
What Every Trusts and Estates Lawyer Needs to Know about FATF 9:50 – 10:40
a.m. Charitable Gifts of
Unusual Assets 10:40 – 10:55 a.m. Refreshment Break 10:55 – 11:45
a.m. Fiduciary Accounting vs. Tax
Accounting for Trusts: Local Law Net Income Distributable Net Income
and Taxable
Income 11:45– 12:35
p.m. Forward Looking Investments for
Estate Planners: What You Need to Know about Tax Harvesting Funds and
Master Limited Partnerships 12:35 – 1:30 p.m. Lunch (on your own) 1:30 – 2:20
p.m. Asset
Protection in Uncertain Times 2:20-3:10
p.m. Cutting
Edge Estate Planning Techniques -What Have I Learned From My
Colleagues? 3:10-3:25 p.m. Refreshment Break 3:25 -4:15
p.m. Planning
To Avoid Probate Disputes 4:15 – 5: 05
p.m. Special Panel: The
Butcher, The Baker, The Candlestick Maker: a panel discussion of
key topical estate planning issues from the
differing
perspectives of a banker, an accountant and a lawyer. 5:05 p.m. Program Adjournment We Wish to Acknowledge the Following Platinum Level Corporate Sponsors:The Grunfeld Group: Private Wealth Advisors, Merrill Lynch
Larry Kaplow, CFP
PROGRAM FACULTY Conference
Chair Joshua S. Rubenstein Speakers Professor Ira Bloom, Justice David Josiah Brewer Distinguished Professor of Law, Albany Law School, Albany, New York * Scott T. Ditman, Tax Partner, Berdon LLP, New York, New York * Gary B. Freidman, Partner, Greenfield Stein & Senior, LLP, New York, New York * Professor Susan Gary, University of Oregon School of Law, Eugene, Oregon * Alvin J. Golden, Shareholder, Ikard Golden Jones, P.C., Austin, Texas * Stuart J. Gross, Partner, Roberts & Holland LLP, New York, New York * Joseph Grunfeld, CFM, Managing Director, Private Banking & Investment Group, Merrill Lynch, New York City * Christian G. Heilmann, Chief Fiduciary Executive U.S. Trust, Bank of America Private Wealth Management * Professor Kenneth F. Joyce, University of Buffalo Law School, Buffalo, New York * Lawrence P. Katzenstein, Partner, Thompson Coburn LLP, St. Louis, Missouri * Hugh Kendall, Principal, The Kendall Law Firm PLC, Chattanooga, Tennessee * Professor William P. LaPiana, New York Law School, New York, New York * Mary Ann Mancini, Partner, Bryan Cave LLP, Washington, D.C. * Joseph M. Samulski, Managing Director & Chief Fiduciary Officer, BNY Mellon N.A., New York, New York * Sanford J. Schlesinger, Managing Partner, Schlesinger, Gannon & Lazetera LLP, New York, New York * John A. Terrill, II, Partner, Heckscher, Teillon, Terrill & Sager, P.C., West Conshohocken, Pennsylvania * Diana S.C. Zeydel, Partner, Greenberg Traurig, LLP, Miami, Florida. This advanced-level course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than twenty-four months). New this Year: All program materials will be distributed exclusively online in searchable PDF format, allowing attendees more flexibility in storing this information and allowing you to copy and paste relevant portions of the materials for specific use in your practice. A CLE NotePad © (paper) will be provided to all attendees at the live program site. The CLE NotePad © includes lined pages for taking notes on each topic, as well as any PowerPoint presentations submitted prior to printing. Traditional printed course books can be ordered at the program site for a discounted price and will be shipped subsequent to the program date. DirectionsBetween Broadway and 6th Ave Note: CLE Coupons and Comp Passes will not be accepted for this program. The last day to pre-register online was November 7, 2012. Members, please login to get member discounts.
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