Co--sponsored by the New York State Bankers Association and the New York State Society of CPA’s, this prestigious program covers a wide range of the most timely and important topics in trusts and estates practice—particularly the latest on estate tax reform and practicing in uncertain times. Prominent authorities from across the nation cover the latest developments in all aspects of trusts and estates law. Detailed written materials accompany each of the presentations.

Program Topics

• Estate Planning Update

• New York Update: Same Sex Marriage and Disclaimers - One Year Later

• Overriding Trust Law: When You Can and When You Can't

• Ethics and the New Technology

• Drafting Definitions of Children and Descendants in the Modern World

• Updated: Estate Planning With Life Insurance

• The Marital Deduction Revisited: Yesterday and Today

• Update: What Every Trusts and Estates Lawyer Needs to Know about FATF

• Charitable Gifts of Unusual Assets

• Fiduciary Accounting vs. Tax Accounting for Trusts:

• Forward Looking Investments for Estate Planners

• Asset Protection in Uncertain Times

• Cutting Edge Estate Planning Techniques -What Have I Learned From My Colleagues?

• Planning To Avoid Probate Disputes

• Key Topical Estate Planning Issues from the Differing Derspectives of a Banker, an Accountant and a Lawyer

Program Faculty

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

Professor Ira Bloom
Justice David Josiah Brewer Distinguished Professor of Law
Albany Law School
—Albany

Scott T. Ditman
Berdon LLP
—New York City

Susan N. Gary
Orlando J. and Marian H. Hollis Professor of Law
University of Oregon Law School
—Eugene, OR

Alvin J. Golden
Ikard Golden Jones, P.C.
—Austin, TX

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

Joseph Grunfeld, CFM
Managing Director, Private Banking & Investment Group
Merrill Lynch
—New York City

Professor Kenneth F. Joyce
Distinguished Teaching Professor Emeritus
University of Buffalo Law School
—Buffalo

Lawrence P. Katzenstein
Thompson Coburn LLP
—St. Louis, MO

Hugh Kendall
The Kendall Law Firm PLC
—Chattanooga, TN

Professor William P. LaPiana
Rita and Joseph Solomon Professor of Wills, Trusts, and Estates
Director, Estate Planning, Graduate Tax Program
New York Law School
—New York City

Mary Ann Mancini
Loeb & Loeb LLP
—Washington, DC

Joseph M. Samulski
Managing Director & Chief Fiduciary Officer
BNY Mellon N.A.
—New York City

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

Charles T. Scott
Greenfield Stein & Senior, LLP
—New York City

John A. Terrill, II
Heckscher, Teillon, Terrill & Sager, P.C.
—West Conshohocken, PA

Diana S.C. Zeydel
Greenberg Traurig, P.A.
—Mami, FL

Total MCLE Credits 14.5
Ethics MCLE Credits 1.5

This archived webcast is a video online program that you will view and listen to on your computer screen.