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Trusts and Estates Law Institute VI (2008)

This outstanding program covers a wide range of the most timely and important topics in trusts and estates practice. Prominent authorities from across the nation address the latest developments in trusts and estates law.

This recording package is special in that it includes all the workshops presented at the live program.
If you practice in the area of trusts and estates, you can’t afford to miss this excellent program.

If you plan to use coupons to purchase this product, please call our Registrar at 1-800-582-2452.

Program Contents

• Recent Developments and Hot Topics
• Estate Planning in a Down Economy
• Tax Return Preparer Liability and Circular 230
• Directed Trusts
• Surrogate’s Court Issues
• Prenups, Postnups and Cohabitation Agreements
• Estate Planning with Grantor Trusts
• Section 1404 and Flow Through Entities: Income Tax Issues
• Donor-Centered Philanthropic Strategies
• Asset Protection Planning
• Ethics for Estate Planning Professionals
• Disclaimers
• Top Insurance Planning Mistakes in Estate and Employee Benefit Planning
• A Potpourri of Intriguing Estate and Trust Administration Issues
• National Conference of Commissioners on Uniform State Laws
• Religion and Estate Planning
• Avoiding Probate Contests
• Powers of Appointment
• Sophisticated Uses of Life Insurance in Estate Planning and Qualified Plans
• Total Return Trust: Developments in Power to Adjust

Program Speakers

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

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

Prof. Ira M. Bloom
Albany Law School
—Albany

Lawrence Brody, Esq.
Bryan Cave, LLP
—New York City

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

Louis C. Ciliberti, CFP, CLU, ChFc
Louis C. Ciliberti and Associates Ltd.
—Melville, L.I.

Prof. David M. English
University of Missouri - Columbia School of Law
—St. Louis, Missouri

Andrew J. Fair, Esq.
Fair Fitzgerald & Hershaft, PC
—White Plains

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

Alvin J. Golden, Esq.
Ikard & Golden, PC
—Austin, Texas

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

Hon. Lee Holzman
Bronx County Surrogate
—Bronx

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

Prof. Kenneth F. Joyce
State University of New York at Buffalo
Law School
—Buffalo

Andrew M. Katzenstein, Esq.
Katten Muchin Rosenman. LLP
—Los Angeles, Calafornia

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

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

Sanford J. Schlesinger, Esq.
Schlesinger Gannon & Lazetera LLP
—New York City

Judith Siegel–Baum, Esq.
Wolf Block
—New York City

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

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

James Dean Spratt, Esq.
King & Spalding, LLP
—Atlanta, Georgia

John A. Terrill, Esq.
Heckscher Teillon Terrill & Sager, PC,
—West Conshohocken, PA

Diana Zeydel, Esq.
Greenburg Traurig, LLP
—Miami, Florida

Total MCLE Credits 16.5
Ethics MCLE Credits 0.5

* 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 VI (2008) (This product cannot be used to receive MCLE credit) (CLE CourseBooks) 19094	$50.00	$75.00
+ Trusts and Estates Law Institute VI (2008) (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) 19094M	$150.00	$250.00
* Trusts and Estates Law Institute VI (2008) (MCLE Audio on CD) D9094	$475.00	$555.00
Trusts and Estates Law Institute VI (2008) [Audio] (On-Line Programs) 80909	$450.00	$535.00