NYSBA Members: $695 | Trusts and Estates Law Section Members: $620
16th Annual Sophisticated Trusts and Estates Institute
Now in its 16th year, the Sophisticated Trusts and Estates Law Institute returns with a prestigious national faculty of authorities covering key issues and the latest developments in all aspects of trusts and estates law. There will be plenty of networking time, permitting you to pose questions to the faculty and compare notes with fellow practitioners in the legal, banking and accounting fields.
Sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education of the New York State Bar Association.
Friday, November 9, 2018
9:00 a.m. - 5:00 p.m.
Live & Recorded CLE Program
Pre-register for the Video Replay on November 27, 2018
Crowne Plaza Times Square
1605 Broadway at 49th Street
New York, NY 10019
*8.0 MCLE Credits: 7.0 Areas of Professional Practice, 1.0 Ethics
This course also provides 7.0 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 Members: $695 | Trusts and Estates Law Section Members: $620 | Non-Members: $895
CLE seminar coupons and complimentary passes cannot be used for this program.
> Estate Planning Update - Review of 2018 Federal Development
> The State of the States - Update on 2018 State Developments
> Planning With Life Insurance
> Pre and Post-Transcation Planning
> Recent Developments in Trusts & Estates
> Charitable Planning
> Portability - When Simplification Becomes Complication
> Avoiding Conflicts of Interests in Trusts and Estates Practice
Joshua S. Rubenstein, Esq. | Katten Muchin Rosenman | NYC
Sanford "Sandy" J. Schlesinger, Esq., Schlesinger, Gannon & Auchincloss, LLP, NYC
Sharon L. Klein, Esq., Wilmington Trust, N.A., NYC
Lawrence Brody, Esq., Bryan Cave, LLP, St. Louis, MO
Carlyn S. McCaffrey, Esq., McDermott Will & Emery, NYC
Honorable C. Raymond Radigan, Ruskin Moscou Faltischek, P.C., Uniondale
Lawrence P. Katzenstein, Esq., Thompson Coburn LLP, St. Louis, MO
Frederick J. Tansill, Esq., Frederick J. Tansill & Associates, LLC, McLean, VA
Gary B. Freidman, Esq., Greenfield Stein & Senior LLP, NYC
Newly Admitted Attorneys: To receive skills credit, newly admitted attorneys must take accredited transitional CLE courses in traditional live classroom settings that have been approved by the CLE Board for use by newly admitted attorneys. For more information about the CLE Rules, please go to www.nycourts.gov/Attorneys/CLE.
Out of State Accreditation: This program has also been approved for MCLE credit by the State Bar of California, the Pennsylvania Continuing Legal Education Board and the Board of Continuing Legal Education of the State of New Jersey. If you require MCLE credit in other states, we can provide you a Uniform MCLE Form.
Partial Credit for Program Segments Not Allowed: Under the New York State Continuing Legal Education Board Regulations and Guidelines, attendees at CLE programs cannot get MCLE credit for a program segment (typically, a lecture or panel, of which there are usually several in a program) unless they are present for the entire segment. Those who arrive late, depart early, or are absent for any portion of the segment WILL NOT receive credit for that program segment.
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To view the full list of Continuing Legal Education Programs, click here.
If you have any questions about this program, please contact Sally Bratten, Esq., Staff Attorney, or Kristina Leuschner, Program Coordinator.