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Trusts and Estates Law Institute VII (2009)

Continuing the tradition of previous Institutes, this program reviews current hot topics in trusts and estates practice, presented by prominent state and national authorities. All the practical, hands-on workshops from the live program are captured on this recording.

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Program Contents

• Estate Planning for Chronic Illness
• Alternate Valuation
• Update: Disclaimers
• Ethics Rules for Lawyer in Transition
• Diversity of Issues in Surrogate’s Court (Non-Credit Presentation)
• Prenups, Postnups and Cohabitation Agreements
• Fiduciary Liability
• Planning for the Real Estate Owner
• Domicile and Related Multistate Risks
• Planning in a Low Interest Rate Environment
• Year in Review
• Charitable Planning
• Insurance Planning
• Asset Protection Planning
• Hot Issues in Decanting Trusts (Non-Credit Presentation)
• Charities and Options for Battered Endowments
• Conflicts of Interest in Estate Planning Administration and Litigation
• Tax Opportunities of Captive Property and Casualty Insurance Companies
• Powers of Attorney
• Basics of International Estate Planning

Program Speakers

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

Speakers

Prof. Ira M. Bloom
Albany Law School
—Albany

Lawrence Brody, Esq.
Bryan Cave LLP
—Saint Louis, Missouri

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

Ronni G. Davidowitz, Esq.
Katten Muchin Rosenman LLP
—New York City

Paul R. Comeau, Esq.
Hodgson Russ LLP
—Buffalo

Claudio DeVellis, Esq.
Abrams, Fensterman, Fensterman, Eisman, Greenburg, Formato, Einiger, LLP
—Lake Success

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

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

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

Hon. Lee L. Holzman
Bronx County Surrogate Court
—Bronx

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

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

Hugh F. Kendall, Esq.
Kendall Van Dolson Attorneys
—Chattanooga, Tennessee

Sharon L. Klein, Esq.
Fiduciary Trust Company International
—New York City

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

Nicholas G. LaRocca, Ph.D.
Health Law Delivery and Policy Research
National M.S. Society
—New York City

Dina Kapur Sanna, Esq.
Day Pitney LLP
—New York City

Edward B. Pennfield
Bank of New York Mellon
—New York City

Judith E. Siegel-Baum, Esq.
Cozen O’Connor
—New York City

Martin M. Shenkman, Esq., CPA
—Tenafly, New Jersey

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

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

Total MCLE Credits 17.5
Ethics MCLE Credits 1.5

* 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 and Estates Law Institute VII (2009) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 18384	$50.00	$75.00
+ Trusts and Estates Law Institute VII (2009) (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) 18384M	$150.00	$250.00
* Trusts and Estates Law Institute VII (2009) (MCLE Audio on CD) D8384	$475.00	$555.00