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
    • Spring 2015: Retirement, Annuity and Life Insurance Benefit Planning

      Retirement, Annuity, and Life Insurance Benefit Planning

      7.0 TOTAL CREDITS: 5.0 in Areas of Professional Practice and 2.0 in Skills.

      This course has been approved for MCLE credit in New York for all attorneys, including newly admitted (less than 24 months).

      This course includes 7.0 hours of credit for the continuing professional education requirements of New York and New Jersey CPAs.

      NYSBA Member: $150
      Trusts and Estates Law Section Member: $127.50
      Non-Member: $250

      Annuity benefits, employer and individual retirement plan benefits constitute a large portion of the wealth of many individuals. Retirement benefits also constitute a large portion of inherited wealth. Many individuals transfer substantial amounts of life insurance benefits to others, either on or before the individual’s death. There are many differences between the treatment of these benefits and that of assets held in brokerage or bank accounts in an individual’s name.

      This program will discuss the issues that may arise with respect to the treatment of retirement, annuity and life insurance benefits for purposes of taxes, transfers on death, domestic relations, Medicaid eligibility, and creditor’s rights. Issues may also arise about the extent to which unmarried couples may, and may not, by contract obtain treatment similar to that of married couples. With knowledge of these issues advisors may best assist a client to manage his or her assets, particularly the client’s retirement, annuity, and life insurance benefits. 

      Locations and dates - click the links below for more information and/or to register:

      Melville, L.I. | Live | Thursday, April 30, 2015 | Melville Marriott, 1350 Old Walt Whitman Road, Melville, NY 11747 | 0DY03

      Abany | Live | Wednesday, May 6, 2015 | Shaker Ridge Country Club, 802 Albany Shaker Road, Loudonville, NY 12211 | 0DY01

      White Plains | Live | Thursday, May 14, 2015 | Elmwood Country Club, 850 Dobbs Ferry Road, White Plains, NY 10601 | 0DY07

      Buffalo | Live | Wednesday, May 20, 2015 | Holiday Inn Amherst, 1881 Niagara Falls Boulevard, Amherst, NY 14228 | 0DY02

      New York City | Live & Webcast | Friday, May 29, 2015 | CUNY Graduate Center, 365 Fifth Avenue, New York, NY 10016 | 0DY04

      Syracuse | Live | June 9, 2015 | Sheraton Syracuse University Hotel, 801 University Avenue, Syracuse, NY 12110-0801 | 0DY06

      To register by phone, please call 1-800- 582-2452.

    • Save the Date: Trusts and Estates Section 2015 Fall Meeting

      Save the Date!
      Trusts and Estates Law Section 2015 Fall Meeting
      October 29-30, 2015
      Turning Stone Resort & Casino
      Syracuse, NY

      Save the date and watch 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.

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  • Status of Pending Legislation

    Trusts & Estates Law Section

    Status of Pending Legislation