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.
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    Trusts & Estates Law Section Annual Meeting Program
  • Upcoming Events
    • Trusts and Estates Law Section Meeting


      A Brave New World in Estate Planning

      January 24, 2018
       | New York Hilton Midtown | NYC

      3.0 Total Credits: | 2.0 Professional Practice/1.0 Ethics 

      9:00 a.m.- 12:00 p.m. 
      Grand Ballroom East, 3rd Floor

      Reception & Luncheon
      12:00 p.m -  2:15 p.m.

      Grand Ballroom Foyer & Ballroom

      Executive Committee Meeting 
      2:15 p.m.- 5:00 p.m.
      Mercury Ballroom

      Cocktail Reception (Co-Sponsored by Doyle’s & Brown Brothers Harriman
      6:00 p.m. - 8:00 p.m.
      The University Club
      One West 54th Street
      New York, NY

      Sharon L. Wick, Esq. 
      Phillips Lytle LLP
      Buffalo, NY

      Jessica Galligan Goldsmith, Esq. 
      Kurzman Eisenberg Corbin & Lever, LLP
      White Plains, NY

      Kevin Matz, Esq. 
      Stroock & Stroock & Lavan LLP
      New York, NY

      9:00 - 9:10 a.m.  
      Welcoming Remarks/ Program Introduction

      Sharon L. Wick, Esq. 
      Section Chair

      Jessica Galligan Goldsmith, Esq. 
      Program Co-Chair

      Kevin Matz, Esq. 
      Program Co-Chair

      9:10 a.m. – 10:00 a.m.
      The Dawn of a New Era
      This portion of the program will focus on recent estate planning developments with regard to federal estate, gift and generation-skipping transfer taxes.  In addition, significant attention will be devoted to the Tax Court’s monumental 2017 decision in Estate of Powell, which underscores the need for family entities to be carefully structured and administered.

      Kevin Matz, Esq. 
      Stroock & Stroock & Lavan LLP
      New York City 

      10:00 - 10:50 a.m.    
      Celebrity Estates: Lessons To Learn from the Wills of the Rich & Famous
      Using celebrity Wills as examples, this portion of the program will identify common and uncommon drafting errors that can lead, and have led, to unnecessary disputes. 
      Speaker: Herbert E. Nass, Esq., 
      Herbert E. Nass and Associates 
      New York City

      10:50 – 11:10 a.m. Refreshment Break with Exhibitors

      11:10 a.m. – 12:00 p.m. 
      Practical Ethical Issues in Estate Tax Examinations 

      This portion of the program will focus on state and federal issues with respect to estate tax examinations.  The discussion will include examples of examinations in which gift tax was not paid on unreported gifts during the decedent’s lifetime, the discovery of unreported foreign accounts, potential conflicts among beneficiaries concerning distributions and the responsibilities imposed by the possibility of litigation.  
      David W. Foster, Esq.
      Skadden, Arps, Slate, Meagher & Flom LLP
      Washington, D.C.

      12:00-12:45 p.m. – Reception: East Foyer

      12:45-2:15 p.m.:  Luncheon: East Ballroom

      Austin Bramwell, Esq.

       U.S. Department of the Treasury
       Washington, D.C. 

      Under New York’s MCLE rule, this program has been approved for a total of 3.0 credit hours (2.0 Areas of Professional Practice and 1.0 credit hours in Ethics). This program will NOT qualify for credit for newly-admitted attorneys because it is not a basic practical skills program 

      Discounts and Scholarships: New York State Bar Association members and non-members may apply for a discount or scholarship to attend this program, based on financial hardship. This discount applies to the educational portion of the program only. Under this policy, any member of our Association or non-member who has a genuine basis for their hardship, if approved, can receive a discount or scholarship, depending on the circumstances. Request for discounts or scholarships must be received prior to January 12, 2018. For more details, please contact Lisa Bataille in writing at New York State Bar Association, One Elk Street, Albany, New York 12207 or

      Accommodations for Persons with Disabilities:  NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Lisa Bataille at 518-487-5680. 

      For overnight room accommodations, please call the New York Hilton Midtown at 1-800-445-8667 and identify yourself as a member of the New York State Bar Association or on the web at The rate will be based on room selection (single/double occupancy) and arrival/departure dates with additional taxes and hotel fees. The discounted rate for January 21st and January 22nd is $179 per night. The discounted rate for January 23rd through January 28th is $229 per night. A rate of $209 will be offered to those with overlapping dates.  Reservations must be made by December 15, 2017. 

      For questions about this specific program, please contact Lisa Bataille at 518-4875680. For registration questions only, please call the Member Resource Center at 800-582-2452. Fax registration form to 518-463-5993.

    • Trusts and Estates Law Section Luncheon


      Wednesday, January 24, 2018 12:00 PM
      12:00 PM - 2:15 PM

      Register Here or Download The Registration Form Here.

      Reception: 12:00 p.m. - 12:45 p.m. - East Ballroom Foyer 

      Luncheon: 12:45 p.m. - East Ballroom

      Individual lunch price: $110. 
      Full table cost (seats 10 people) $1100. 

      Firms wishing to purchase a table download a reservation form here.

      Register Here or Download The Registration Form Here.

      For further information, contact Lisa Bataille (518) 487-5680,

    • Trusts and Estates Law Section Off-Site Reception


      Off-Site Reception Sponsored by Doyles and Brown Brother's Harriman

      January 24, 2018
      6:00 p.m. - 8:00 p.m. 

      The University Club
      1 West 54th Street (Corner of 5th Avenue) 
      New York, NY 

      Pre-registration is required. 

      Register Here or Download The Registration Form Here.

    • Estate Planning & Will Drafting 2018 Save the Dates


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

      February 6, 2018 - Long Island

      February 6, 2018 - Syracuse

      February 7, 2018 - NYC (live webcast)

      February 8, 2018 - Buffalo

      February 8, 2018 - Westchester

      February 9, 2018 - Albany

      February 9, 2018 - Rochester

      Prices: NYSBA Member $175 | T&E Section Member $135 | Non Member $275

    • February -- What You Need to Know as GAL 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


      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 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.
      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



      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!


      Attendees may choose accommodations at The Cloisters or at The Inn at Sea Island on St. Simons Island. 
      The Inn at Sea Island is located 2 miles from The Cloisters and offers comfortable, casual accommodations with access to many Sea Island amenities.Transportation is available from the Inn to The Cloisters where the Meeting will be held.

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

  • T&E 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