Trusts and Estates Law Section

  • Family Outing
    Welcome to the Trusts and Estates Law Section The benefits of your membership and active participation with the Trusts and Estates Law Section cannot be overstated. You will profit not just from the educational component offered by the outstanding Continuing Legal Education Committee, but also from the congeniality and friendships that endure throughout your career.
  • Upcoming Events
    • February -- What You Need to Know as GAL or Court Evaluator

      WHAT  YOU NEED TO KNOW AS A GUARDIAN AD LITEM OR COURT EVALUATOR


      4.5 MCLE Credits.  Additional Information will be forthcoming.  Click on the date below to register online.

      February 27, 2018 - Albany

      February 28, 2018 - NYC (live & webcast)

      Prices: NYSBA Member: $150 | T&E Section Member: $115 | Non Member: $150

    • March 22 and 23 -- 14th Annual International Estate Planning Institute

      14TH ANNUAL INTERNATIONAL ESTATE PLANNING INSTITUTE


      Thursday, March 22 - Friday, March 23, 2018

      * Day 1: 8:30 a.m. - 5:30 p.m.
        Day 2: 8:30 a.m. - 1:00 p.m.
       
      *There will be a luncheon on Day 1 of the Institute. Please be sure to select Kosher/Non-Kosher when you register if you plan to attend the lunch. If you have food allergies or require a vegetarian meal contact careilly@nysba.org to make arrangements for a different meal option. Lunch is not available for webcast registrants. 

      Live Program and Simultaneous Webcast - Register Online Here
       
      Crowne Plaza Times Square
      1605 Broadway and 49th
      New York, NY 10019
        Traditional King Room:   $275
      Traditional Double Room:  $295
      -       Rooms are available on a first-come basis until Wednesday, February 21, 2018. Reservations should be made directly with Crowne Plaza reservations at 1-888-233-9527.

      13.0 MCLE Credits: 12.0 Professional Practice; 1.0 Ethics
      This course also provides 12.0 CPE credits for NY and NJ CPAs.
       
      This advanced-level non-transitional course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
       
      NYSBA & STEP Members:  $995 
      NYSBA International Section Member: $845 
      NYSBA Trusts & Estates Section Member: $845
      Non-Member $1195

      * CLE seminar coupons & complimentary passes cannot be used for this program.
       
      Co-Sponsors
      New York State Bar Association
      > Trusts and Estates Law Section
      > International Section
      > Committee on Continuing Legal Education
      Society of Trust & Estate Practitioners (STEP)
       
      Who Should Attend:
      Trust and Estate Attorneys, Tax Attorneys, Trust Officers, Investment Advisors, Bankers, Estate Planners, Bank Attorneys, Accountants, Financial Planners


      Institute Description:
      The New York State Bar Association and The Society of Trust and Estate Practitioners USA (STEP USA) are pleased to present the 14th Annual International Estate Planning Institute. Chaired by G. Warren Whitaker, this Institute is a much anticipated annual event at which trust and estate practitioners, bankers and accountants from around the world gather to hear the leaders in their fields exchange ideas and discuss developments regarding cross-border planning with a U.S. component.
       
      There will be plenty of networking time, permitting you to pose questions to the faculty, compare notes with fellow practitioners in the legal, banking and accounting fields and visit with sponsors. A luncheon on the first day of the Institute and an evening cocktail reception will afford attendees opportunities for networking and enjoying the company of your peers.
       
      Updated Institute Agenda To Be Announced!
       
      2018 Topics Included:

      >  What is a U.S.  Asset? U.S. Situs and Estate and Gift Taxation of NRAs
      >   New Developments: Possible estate tax repeal, CRS and U.S. Trusts
      >   Foreign Trusts
      >   Estate Tax Blockers
      >   Representing Asians Investing in or Moving to the U.S. 
      >  The Border with No Wall: Canadians Investing In or Moving to (or with children in) the U.S.  
      >  FIRPTA and U.S. Residential and Investment Properties
      >  Trust Planning (QDOT and Other) for U.S. Citizens Residing Abroad
      >  Cross-Border Couples
      >  Ethics: A New Angle



    • April 2018 - Dealing with Your Client's Assets - Save The Date

      Dealing with Your Client's Retirement Assets: Retirement, Annuity, Life Insurance Benefit Planning


      4.5 MCLE Credits | Program information will be forthcoming | Save the Dates

      Tuesday, April 24 - Albany
      Tuesday, April 24 - Buffalo
      Tuesday, April 24 - NYC (live webcast)
      Wednesday, April 25 - Long Island
      Wednesday, April 25 - Syracuse
      Thursday, April 26 - Westchester

      Prices: NYSBA Members: $150 | T&E Section Members: $115 | Non Members: $275

    • May 3 - 6, 2018: T & E Spring Meeting, Sea Island, Georgia

      SAVE THE DATES!

      TRUSTS & ESTATES SECTION SPRING MEETING 2018
      THE CLOISTER AND THE INN AT SEA ISLAND
      SEA ISLAND, GEORGIA

      Join us at the only resort in the world to receive Forbes Five-Star award nine consecutive years!  Sea Island located on the southeastern coast of Georgia, features five miles of private beach, a Beach Club, tennis and squash centers, championship PGA golf courses and unlimited activity options!


      MCLE TOPICS WILL INCLUDE:
      Recent Developments in Sophisticated Estate Planning
      Freeze Planning- A comparison of GRATs, Sales to Grantor Trusts and Other Estate Freezes
      All You Need to Know About the Use of Self-Settled Asset Protection Trusts 
      Trusts and Estates in the Digital Age: Ethical Issues in Law Firm Technology
      The More Trustees the Merrier?  All About Directed Trusts
      Dynasty Trusts: Nothing Lasts for Ever
      A Practitioners Perspective on Strategies for Modifying Wills and Trusts After Formation
      The Art of Planning for the Collector: A Guide to Estate Planning Considerations for Art Collectors

      MORE PROGRAM AND REGISTRATION INFORMATION COMING SOON...

      RESERVE YOUR HOTEL ROOM NOW!

      You may book online using the above link or call 844-788-6138 to make your reservation.  Attendees may choose accommodations at The Cloister or at The Inn at Sea Island on St. Simons Island. 
      The Inn at Sea Island is located 2 miles from The Cloister and offers comfortable, casual accommodations with access to many Sea Island amenities.Transportation is available from the Inn to The Cloister where the Meeting will be held.

      VIEW TRANSPORTATION AND AIRPORT TRANSFER INFORMATION HERE


      Download our Sponsor and Exhibitor Information Form

      Contact Catheryn Teeter at 518-487-5573 for additional information.

    • Trusts and Estates Law Section 2018 Fall Meeting


      Trusts and Estates Law Section 2018 Fall Meeting

      October 18-19, 2018
      The Sagamore Resort
      Bolton Landing, New York 

      Save the Date!


  • T&E Law Section Newsletter


    VIEW THE LATEST TRUSTS AND ESTATES LAW SECTION NEWSLETTEr

    The Trusts and Estates Law Section Newsletter features peer-written, substantive articles relating to the practice of trusts and estates law on various topics including estate planning, will drafting, tax issues, guardianship, power of attorney, and probates. Recent New York State Decisions, Case Notes—Recent New York State Surrogate's and Supreme Court Decisions, and a Florida Update are featured in each issue. The Trusts and Estates Law Section Newsletter is published quarterly by the Trusts and Estates Law Section and distributed to Section Members free of charge.

    Read Now

  • Status of Pending Legislation