Home

Trusts and Estates Law Institute II (2004)

This extended program covers a wide range of the most timely and important topics in trusts and estate practice. Prominent authorities cover the latest developments in case law, rulings, federal legislation and provide in-depth sophisticated coverage of the topics set forth below.

Program Contents

· Update, Recent Developments and Hot Topics

· Recent Developments and Trends in Valuation Cases

· Using both Spouse’s Exemptions

· Sophisticated Charitable Planning Strategies

· Anatomy of a Breach of Duty Case

· Trends in International Estate Planning

· GST Exemption Allocation

· Panel Discussion on Business Appraisals

· The Use of LLCs, LLPs and GRATs in Complex Planning Arrangements

· Estate Planning with Art

· Trends and Developments in Insurance

· Asset Protection Planning

· QTIP Trusts in New York

· The Use of Trusts in Israel

· Flow Through Entity Issues

· Panel Discussion on Art Valuation

Program Speakers

Joshua S. Rubenstein, Esq. (Chair)

KMZ Rosenman

--New York City

Ronald Aucott

McGuire Woods

--Washington, DC

Prof. Ira M. Bloom

Albany Law School

--Albany

Lawrence Brody, Esq.

Bryan Cave LLP

--Saint Louis, MO

Gilbert S. Edelson, Esq.

Counsel

KMZ Rosenman

New York City

and

Vice President

Art Dealers Association of America

--New York City

Alan Fausel

Doyle New York

--New York City

Robert W. Goldman, Esq.

Goldman Felcoski & Stone, P.A.

--Naples, FL

Stuart J. Gross, Esq.

Roberts & Holland LLP

--New York City

Barbara R. Hauser, Esq.

Cadwalader Wickersham & Taft

--Rochester, MN

John H. Hardwick, Jr.

Management Planning, Inc.

--Princeton, NJ

Alon Kaplan, Esq.

Alon Kaplan Law Firm

--Tel Aviv, Israel

Andrew M. Katzenstein, Esq.

KMZ Rosenman

--Los Angeles, CA

Lawrence P. Katzenstein, Esq.

Thompson Coburn LLP

--Saint Louis, MO

Brad Korell

Osborne Hellman

--Austin, TX

Ralph E. Lerner, Esq.

Sidley Austin Brown & Wood

--New York City

James L. Levy, MAI, ASA

President of Appraisers & Planners, Inc.

--New York City

William A. Lockwood

Empire Valuation Consultants

--New York City

Neill G. McBryde, Esq.

Moore & Van Allen PLLC

--Charlotte, NC

Louis A. Mezzulo

McGuire Woods

--Washington, DC

Malcolm A. Moore, Esq.

Davis Wright Tremaine, LLP

--Seattle, WA

Dr. Paul R. Provost

Christie's

--New York City

Deborah Schmidt Robinson

Sotheby's

--New York City

Jacob P. Roosma

Williamette Management Associates

--New York City

Gerald Rosenberg

Chief of the Charities Bureau

New York State Attorney General's Office

--New York City

James Dean Spratt, Jr., Esq.

King & Spalding LLP

--Atlanta, GA

Total MCLE Credits                        15.0

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 Institute II (2004) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 15584	$60.00	$75.00
+ Trusts and Estates Law Institute II (2004) (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) 15584M	$115.00	$190.00
* Trusts and Estates Law Institute II (2004) (MCLE Audio on CD) D5584	$370.00	$430.00