NYSBA Member: $175
Family Governance Symposium
This program will present an overview of practice tips and strategies for implementing and sustaining successful family governance from estate planning to family philanthropy, navigating family disruption and integrating the disciplines of family advisors. Learn successful approaches to family governance and tips for the unwary from experienced professionals in the wealth management and estate planning fields.
Who Should Attend
Attorneys in the practice of trusts and estates planning.
Sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education.
Thank you to our co-sponsor:
Live & Webcast CLE Program
Monday, July 15, 2019 | Dentons U.S. LLP | NYC
6.0 MCLE Credits: 6.0 Areas of Professional Practice
NYSBA Member: $175 | Non-Member: $275
Co-Sponsoring Section Member: $150
- Setting the Stage: Shirtsleeves to Shirtsleeves in Three Generations and How to Avoid It
- Estate Planning for Healthy Family Governance
- The Role of Family Philanthropy
- Family Forum - Stories from the Front Lines
- Family Governance: Structure and Governing Documents
- Dealing with Disruption: Divorce, Addiction, Suicide, and Immobility
- Integrating the Disciplines - Teamwork Among Advisor
To view Timed Agenda click HERE
Natalia Murphy, Esq., Citi Private Bank, NYC
Peter F. Culver, Esq., IWM Advisors, LLC, New York, NY
Marvin E. Blum, CPA, The Blum Firm, P.C., Fort Worth, TX
John D. Dadakis, Esq., Holland & Knight LLP, New York, NY
Carly Doshi, Esq., HSBC Private Bank, New York, NY
Jared Feldman, CPA, Anchin, New York, NY
Marisa Giarnella-Porco, Jordon Porco Foundation, Hartford, CT
Sandy Golinkin, Raising the Bar, New York, NY
William J. Kambas, Esq., Withers Worldwide, New York, NY
Karen Kardos, Esq., Citi Private Bank, New York, NY
Randy Kaufman, EMM Wealth, New York, NY
Todd D. Mayo, Perspecta Trust, Hampton, NH
Thomas G. Rogerson, Esq., Generation Legacy Co., Duxbury, MA
Von E. Sanborn, Esq., Day Pitney, New York, NY
Constance Shields, Withers, New Haven, CT
Angela Titus McEwan, Esq., Day Pitney, LLP, Parsippany, NJ
Shauna Trainor, The Covenant Group, Toronto
Andrea Vacca, Esq., Vacca Law & Mediation, New York, NY
Elwyn G. Voss, The Voss Group, Buffalo
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 staff attorney Sally Bratten.