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6th Annual Sophisticated Trusts & Estates Law Institute
Thursday, November 20, 2008
through Friday, November 21, 2008
- Location -
Westin At Times Square
270 West 43rd Street
New York, NY
(212) 201-2700
Description
14.0 TOTAL MCLE
credit hours of practice management and/or professional
practice;
1 credit hour of Ethics included
This advanced-level course may be used for New York
MCLE credit by all attorneys,
except those who are newly admitted (less than 24
months).
This year's two-day event will cover a wide range of the most timely and
important topics in trusts and estates practice. Prominent
authorities from across the nation will cover the latest developments in
trusts and estates law. Detailed written materials will accompany each
of the presentations.
There will be a number of concurrent workshops, permitting you to focus
on those topics of greatest interest to you, pose questions to the
presenters and compare notes with fellow practitioners. Luncheons
on both days of the program and a cocktail reception on Thursday evening
will afford opportunities for networking and enjoying the company of
your colleagues in this field. Prominent guest speakers will make
topical key note addresses at lunch each day.
If you practice in the area of trusts and estates, you can’t
afford to miss this excellent program.
THURSDAY, NOVEMBER 20
8:30 – 9:00 a.m. REGISTRATION (outside
meeting room)
9:00 – 9:15
INTRODUCTION AND OVERVIEW
Joshua S. Rubenstein, Esq.
9:15 – 10:00
RECENT DEVELOPMENTS AND HOT TOPICS
Sanford J. Schlesinger,
Esq.
10:00 – 10:45
ESTATE PLANNING IN A DOWN ECONOMY
Andrew M. Katzenstein, Esq.
10:45 – 11:00 REFRESHMENT BREAK
(in the exhibit hall)
11:00 – 11:45
TAX RETURN PREPARER LIABILITY AND CIRCULAR 230
James D. Spratt, Esq.
11:45 – 12:30 p.m.
DIRECTED TRUSTS
Diana Zeydel, Esq.
12:30 – 1:30
LUNCHEON SPEAKER: ISSUES CONFRONTING THE SURROGATE’S
COURTS
(there is no MCLE credit for this segment)
Honorable Lee Holzman
1:30 – 2:20 CONCURRENT LECTURES: SET
1
Lecture A: Prenups, Postnups and
Cohabitation Agreements
Judith E. Siegel-Baum, Esq.
Lecture B: Estate Planning with
Grantor Trusts
Alvin J. Golden, Esq.
Lecture C: Section 1014 and Flow
Through Entities – Income Tax Issues
Stuart J. Gross, Esq.
Lecture D: UPDATE: Donor Centered
Philanthropic Strategies
Edward J. Beckwith, Esq.
2:20 – 2:30 (Travel
between workshops)
2:30 – 3:20 CONCURRENT LECTURES: SET 2
Lecture A: Prenups, Postnups and
Cohabitation Agreements
Judith E. Siegel-Baum, Esq.
Lecture B: Estate Planning with
Grantor Trusts
Alvin J. Golden, Esq.
Lecture C: Section 1014 and Flow
Through Entities – Income Tax Issues
Stuart J. Gross, Esq.
Lecture D: UPDATE: Donor Centered
Philanthropic Strategies
Edward J. Beckwith, Esq.
3:20 – 3:45 REFRESHMENT
BREAK (in the exhibit hall)
3:45 – 4:45
UPDATE: ASSET PROTECTION PLANNING
John A. Terrill, Esq.
4:45 ADJOURNMENT
5:00 – 7:00 p.m. COCKTAIL RECEPTION
FRIDAY, NOVEMBER 21
8:30 – 9:00 a.m. REGISTRATION (outside
meeting room)
9:00 – 9:45
UPDATE: ETHICS FOR ESTATE PLANNING PROFESSIONALS
– BEYOND THE BASICS
Hugh F. Kendall, Esq.
9:45 – 10:30
UPDATE: DISCLAIMERS
Professor William P. LaPiana
10:30 – 11:00 REFRESHMENT BREAK
(in the exhibit hall)
11:00 – 11:45
TOP INSURANCE PLANNING MISTAKES IN ESTATE AND EMPLOYEE
BENEFIT
PLANNING AND HOW TO AVOID THEM
Lawrence Brody, Esq.
11:45 a.m. – 12:30 p.m.
A POTPOURRI OF INTRIGUING ESTATE AND TRUST
ADMINISTRATION ISSUES
T. Randolph Harris, Esq. and Barbara A. Sloan,
Esq.
12:30 – 1:30
LUNCHEON SPEAKER: UPDATES FROM THE NATIONAL CONFERENCE OF
COMMISSIONERS ON
UNIFORM STATE LAWS COURTS (There is no MCLE credit for this
segment)
Professor David M. English
1:30 – 2:20 CONCURRENT LECTURES: SET
3
Lecture E: Religion and Estate
Planning
Martin M. Shenkman, Esq.
Lecture F: Avoiding Probate
Contests
Gary B. Freidman, Esq.
Lecture G: Powers of
Appointment
Professor Ira M. Bloom
Lecture H: Sophisticated Uses of
Life Insurance in Estate Planning and Qualified Plans
Louis C. Ciliberti, CFP, CLU, ChFC and Andrew
J. Fair, Esq.
2:20 – 2:30 (Travel between
workshops)
2:30 – 3:20 CONCURRENT LECTURES: SET
4
Lecture E: Religion and Estate
Planning
Martin M. Shenkman, Esq.
Lecture F: Avoiding Probate
Contests
Gary B. Freidman, Esq.
Lecture G: Powers of
Appointment
Professor Ira M. Bloom
Lecture H: Sophisticated Uses of
Life Insurance in Estate Planning and Qualified Plans
Louis C. Ciliberti, CFP, CLU, ChFC and Andrew
J. Fair, Esq.
3:20 – 3:45 REFRESHMENT BREAK (in the
exhibit hall)
3:45 – 4:45
TOTAL RETURN TRUST: DEVELOPMENTS IN POWER TO ADJUST AND
UNITRUST
Professor Kenneth F. Joyce
4:45 p.m. ADJOURNMENT
Program Faculty
Conference Chair
Joshua S. Rubenstein, Esq.
Katten Muchin
Rosenman, LLP
New York, NY
Speakers
Edward J. Beckwith, Esq., Baker & Hostetler, LLP,
Washington, DC * Prof. Ira M. Bloom, Albany Law School,
Albany, New York * Lawrence Brody, Esq., Bryan Cave,
LLP, New York, New York * Henry Christensen, III, Esq.,
McDermott Will & Emery, New York, New York * Louis C.
Ciliberti, CFP. CLU, ChFc, Louis C. Ciliberti and Associates
Ltd., Melville, Long Island * Prof. David M. English,
University. of Missouri - Columbia School of Law, St. Louis, Missouri *
Gary B. Freidman, Esq., Greenfield Stein & Senior, LLP, New York,
New York * Alvin J. Golden, Esq., Ikard & Golden,
PC, Austin, Texas * Stuart J. Gross, Esq., Roberts
& Holland, LLP, New York, New York * Hon. Lee
Holzman, Surrogate Courts, Bronx Courts, Bronx, New York *
T. Randolph Harris, Esq., McLaughlin & Stern, LLP,
New York, New York * Prof. Kenneth F. Joyce, State
University of New York at Buffalo, Law School, Buffalo, New York *
Andrew M. Katzenstein, Esq., Katten Muchin Rosenman.
LLP, Los Angeles, California * Hugh F. Kendall, Esq.,
Kendall Van Dolson Attorneys, Chattanooga, Tennessee * Prof.
William P. LaPiana, New York Law School, New York, New York *
Joshua Rubenstein, Esq., Katten Muchin Rosenman, LLP,
New York, New York * Sanford J. Schlesinger, Esq., Sr.
Vice President of Environmental Risk, ACE Environmental Risk, New York,
New York * Judith Siegel–Baum, Esq., Wolf Block,
New York, New York * Martin M. Shenkman, Esq., Tenafly,
New Jersey * Barbara A. Sloan, Esq., McLaughlin
& Stern, LLP, New York, New York * James Dean Spratt,
Esq., King & Spalding, LLP, Atlanta, Georgia * John
A. Terrill, Esq., Heckscher Teillon Terrill & Sager, PC,
West Conshohocken, Pennsylvania; Diana S.C. Zeydel,
Esq., Greenburg Trauring, LLP, Miami Florida
Sponsors/Exhibitors
We gratefully acknowledge the support of the following
Sponsors/Exhibitors participating in this Institute. Please plan
to visit their exhibits at the meeting.
Gold Sponsors:
Bonhams
Christiana Bank & Trust
Christie's
FMV Opinions, Inc.
Stack's Rare Coins
RBC Wealth Management
Wilmington Trust FSB
Special discount pricing for the second or subsequesnt
registrants from the same firm, regardless of when
you register:
NYSBA members:
$525
Non-members: $600
The last day to pre-register online was November 19, 2008.
Members, please login to get member discounts.
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NYC-Sixth Annual Sophisticated Trusts & Estates Law Institute
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$750.00
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| Seminar |
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NYC-Sixth Annual Sophisticated Trusts & Estates Law Institute
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$850.00
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