Trusts & Estates Meeting

Wednesday, January 24, 2018 9:00 AM
9:00 AM - 12:00 PM
Total MCLE Credits: 3.00 (Professional Practice 2.00, Ethics 1.00)
Grand Ballroom East, 3rd Floor
#nysba18

Register Here or Download The Registration Form Here.
 

Trusts and Estates Law Section

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 

Program:
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 & Brown Brothers Harriman)
6:00 p.m. - 8:00 p.m.
The University Club
One West 54th Street
New York, NY

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

PROGRAM CO-CHAIR
Jessica Galligan Goldsmith, Esq.
Kurzman Eisenberg Corbin & Lever, LLP
White Plains, NY

PROGRAM CO-CHAIR
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.

Speaker:
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.  
Speaker:                     
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

Speaker:
Austin Bramwell, Esq.

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

IMPORTANT INFORMATION
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 lbataille@nysba.org.

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 www.nysba.org/am18accomm. 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 518-487-5680. For registration questions only, please call the Member Resource Center at 800-582-2452. Fax registration form to 518-463-5993.