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Trusts & Estates Law Institute IV (2006)

The New York State Bar Association and its Trusts and Estates Law Section are proud to present the Fourth Annual Sophisticated Trusts and Estates Law Institute—a program of national reach and sophisticated content, featuring many of the most prominent and knowledgeable experts not only from New York, but from across the country.

This fall 2006 program recording covers a wide range of the most timely and important topics in trusts and estates practice. Prominent authorities from across the nation cover the latest developments in case law, ruling, Federal legislation; and provide in-depth, sophisticated coverage of the program topics. Hot new topics never covered before have been added, such as planning for estate tax reform, pension reform, cutting edge strategies, elder care, and professional practices, among many more.

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Program Contents

· Estate Tax Reform, Other Recent Developments and Hot Topics

· Update: Estate Litigation

· Update: Charitable Planning

· Update: Life Insurance

· Issues Confronting the Charities Bureau

· Asset Protection

· Tax Ramifications in the Art World

· What Everyone Needs to Know About Florida

· Valuation Issues

· Cutting-Edge Strategies

· Ethical Considerations in Estate Planning and Administration

· The Pension Protection Act of 2006 and Other Issues Affecting Retirement Planinng

· Update: GST Planning

· Issues Confronting the Surrogate’s Court

· Planning with Entities

· Planning for Professional Practices

· Developments in Elder Law

· New Life Insurance Planning Opportunities

· Trends in the Trust Industry

Program Speakers

Joshua S. Rubenstein, Esq. (Chair)

Katten Muchin Rosenman LLP

—New York City

Allan Biblin, Esq.

Mitchell, Silberberg & Knupp, LLP

—Los Angeles, CA

LawrenceBrody, Esq.

Bryan Cave LLP

—Saint 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

Alvin J. Golden, Esq.

Ikard & Golden, P.C.

—Austin, TX

Stuart J. Gross, Esq.

Roberts & Holland LLP

—New York City

Lance S. Hall, ASA

FMV Opinions, Inc.

—New York City

David A. Herpe, Esq.

McDermott Will & Emery

—Chicago, IL

Joanne E. Johnson, Esq.

JP Morgan Private Bank

—New York City

Andrew M. Katzenstein, Esq.

Katten Muchin Rosenman, LLP

—Los Angeles, CA

LawrenceP. Katzenstein, Esq.

Thompson Coburn LLP

Saint Louis, MO

Hugh Kendall, Esq.

Kendall Van Dolson Attorneys

—Chattanooga, TN

Ralph E. Lerner, Esq.

Sidley Austin Brown & Wood

—New York City

James L. Levy, MAI

Appraisers and Planners, Inc.

—New York City

Gerald A. Rosenberg, Esq.

Chief of the Charities Bureau

New York State Attorney General’s Office

—New York City

Bruce S. Ross, Esq.

Holland & Knight LLP

—Los Angeles, CA

Martin M. Shenkman, Esq.

Attorney at Law

—Tenafly, NJ

James Dean Spratt, Jr., Esq.

King & Spalding LLP

—Atlanta, GA

John (Jack) Terrill II, Esq.

Heckscher, Teillon, Terrill & Sager, P.C.

—West Conshohocken, PA

Diana S.C. Zeydel, Esq.

Greenberg Traurig P.A.
—Miami, FL

Total MCLE Credits     17.0

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 Law Institute IV (2006) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 16844	$40.00	$60.00
+ Trusts & Estates Law Institute IV (2006) (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) 16844M	$150.00	$250.00
* Trusts & Estates Law Institute IV (2006) (MCLE Audio on CD) D6844	$475.00	$555.00
Trusts & Estates Law Institute IV (2006) [Audio] (On-Line Programs) 80684	$300.00	$400.00