Anatomy of a Trust CLE 2019


Click on the Program Date to Register for that Location!  

Tuesday, May 7, 2019 | Albany | NYSBA
Tuesday, May 7, 2019 | Buffalo | Hyatt Place Amherst
Tuesday, May 21, 2019 | Long Island | Melville Marriott
Friday, May 31, 2019 | NYC | Convene 

7.5 MCLE Credits: 5.5 Skills; 1.0 Areas of Professional Practice; 1.0 Ethics

Trusts & Estates Law Section and the Committee on Continuing Legal Education

Trusts & Estates Law Section Chair, Natalia Murphy, Esq., Citi Private Bank, NYC 

Not Able to Attend in Person? 
The Video Replay of this program will made available to all program registrants 
enabling you to watch on your schedule and earn your MCLE credits.


The New York State Bar Association’s Trusts & Estate Law Section and the Committee on Continuing Legal Education are pleased to present the Anatomy of a Trust CLE program. 

Program Description

Revocable or Irrevocable? Lifetime or Testamentary? This comprehensive program will provide attendees with the fundamentals of creating various types of trusts.  Not only will the speakers discuss how to draft the trust, but when specific trusts are appropriate based on a client’s needs and goals. The program will cover Irrevocable Medicaid Income Only Trusts, Special Needs Trusts, Pet Trusts, QTIP (Marital Deduction Trusts), Credit Shelter Trusts, Grantor Trusts and Life Insurance Trusts, among others. This program is designed for newly admitted attorneys, those new to estate and long-term care planning, or practitioners who want a refresher on trusts.

Program Agenda Topics

  • What is a Trust?
  • Irrevocable Medicaid Income Only Trusts
  • Supplemental Needs Trusts
  • Pet Trusts
  • Credit Shelter Trusts
  • Grantor Trusts and Life Insurance Trusts
  • QTIP (Marital Deduction Trusts)
  • Ethical Considerations in Representing Fiduciaries

Program Planning Co-Chairs
Ellen G. Makofsky, Esq., Makofsky & Associates, P.C., Garden City
Katherine Carpenter, Esq., Wilcenski & Pleat PLLC, Clifton Park 

Program Faculty 
Tara Pleat, Esq.,
Wilcenski & Pleat, PLLC, Clifton Park
Kirsten Dunn, Esq., Dunn & Dunn, LLP, Canajoharie
Patricia Shevy, Esq., The Shevy Law Firm, LLC, Albany
Katherine Carpenter, Esq., Wilcenski & Pleat PLLC, Clifton Park
Kristen Casper, Esq., Law & Law P.C, East Greenbush
Nicole L. Clouthier, Esq., Cioffi Slezak Wildgrube P.C., Schenectady
Thomas J. Collura, Esq., Hodgson Russ LLP, Albany
Lucy Kats, Esq., Whiteman Osterman & Hanna LLP, Albany
Amy L. Earing, Esq., Lavelle & Finn, LLP, Latham


Long Island
Spencer Reames, Esq., Farrell Fritz, P.C., Uniondale, NY 
Melissa Negrin-Wiener, Esq., Genser Dubow Genser & Cona LLP, Melville
Robin Maynard, Esq., Marchese & Maynard, LLP, Manhasset
Avi Z. Kestenbaum, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola
Marianna Schwartsman, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP, Mineola
Marc S. Bekerman, Esq., Attroney at Law, Woodbury
Eric W. Penzer, Esq., Farrell Fritz, P.C., Uniondale

Michael S. Schwartz, Esq., Curtis, Mallet-Prevost, Colt & Mosle LLP, NYC
Joshua Bergman, Esq., Curtis, Mallet-Prevost, Colt & Mosle LLP, NYC
Melissa Negrin-Wiener, Esq., Genser Dubow Genser & Cona LLP, Melville
Toni Ann Kruse, Esq., McDermott Will & Emery LLP 
Paul Marchese, Esq., Marchese & Maynard, LLP, Manhasset
Brian K. Janowsky, Esq., Schiff Hardin LLP, NYC
Brad Dillon, Esq., Brown Brothers Harriman & Co., NYC
Sean R. Weissbart, Esq., Morris & McVeigh LLP, NYC
Ian W. MacLean, Esq., MacLean Law Firm, P.C., NYC

NYSBA Members: $175

Co-Sponsoring Section Members: $150
Non-Members: $ 275

Interested in registering more than one attorney?
Three or more registrations from the same firm/organization are eligible for our 20% Group Discount.

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Pre-registration Strongly Advised: You can save money and guarantee your seat and course materials by registering early.  Registrations cancelled less than three days from the program date will be assessed a cancellation fee of $25.00.