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.
  • Annual Report Rotating Slider
    Trusts and Estates Law Section Annual Report The 2014-15 NYSBA Annual Report is now available online. View a brief overview of the Trusts and Estates Law Section’s accomplishments, activities and events this past year. (click image to view)
  • Upcoming Events
    • October 29 & 30, 2015 - Trusts and Estates Law Section Fall Meeting

      Trusts and Estates Law Section 2015 Fall Meeting
      October 29-30, 2015
      Turning Stone Resort
      Verona, NY

      Register Online Now! 

      View Full Program and download the Registration Form

      Registration Fees:
      NYSBA Member: $350.00 
      Non-NYSBA Member: $550.00 

      Thursday, October 29th – Round Table topics will include:
      - Ethical Considerations on Using the Internet
      - Technology for Solos/Small Firms: Going Paperless, and Law Firm Digital Asset Management
      - Transfers/ Ownership of Canadian and Florida Property
      - Recent Developments in NY and US Gaming
      - And more!

      Friday, October 30th – General Session topics will include:
      - Planning for the Second Home
      - Real Estate in Long Term Care Planning
      - And more!

      Earn up to 6.0 MCLE Credit
      This two-day program will provide you with up to 6.0 credit hours consisting of 5.0 in Professional Practice and 1.0 in Ethics. Breakdown of credit hours per individual is dependent on choice of sessions that are attended. This program is not transitional and is not suitable for MCLE credit for newly-admitted attorneys.

      Book your own hotel accommodations!
      Please call 800-771-7711 and indicate you are with the New York State Bar Association to receive the preferred rate of $165/night plus applicable taxes. The hotel cut-off date is September 28th. Reservations will fill quickly. Availability of rooms is not guaranteed up to the cut-off date.

      Electronic Online Course Materials 
      Complete course materials are distributed via email to registered attendees in downloadable, digital PDF searchable format at least one week prior to the program date, providing flexibility in using these materials in their day-to-day practice. Printing the complete materials is not required for attending the program. 

      For more information please contact Kathy Heider at (518) 487-5500 email  

    • December 16 Aid in Dying

      Aid in Dying: A Terminally Ill Patient's Right to Choose and What Practitioners Need to Know

      Wednesday, December 16, 2015
      9:00 p.m. to 4:00 p.m.

      New York Society of Security Analysts
      1540 Broadway, Suite 1010 | 
      New York, NY 10036 

      6.5 MCLE Credits: 5.5 Professional Practice; 1.0 Ethics

      Topics to be Covered Include:

      • History and Context
      • Myers et al v. Schneiderman
      • New York State Legislative Proposals & the Patient Self Determination Act
      • Ethics and the Right to Die
      • Panel Discussion: Case Studies and Issues for Counsel

      Program Co-Sponsors:

      • Health Law Section
      • Elder Law and Special Needs Section
      • Trusts and Estates Law Section
      • Committee on Continuing Legal Education
      • Bioethical Issues Committee and the Health Law Committee, New York City Bar Association*

      *As program co-sponsors, we're happy to offer New York City Bar Association Bioethical Issues Committee and the Health Law Committee Members the NYSBA Member Rate!  To register, please call the NYSBA Member Resource Center at 800-582-2452 with your NYC Bar ID. 

      NYSBA Member $175
      Sponsoring NYSBA Section Member $148.75
      Non-Member $275

      Note: Registration fees increase 10 days prior to program.

      Not Able to Attend in Person?    
      A Live Webcast Option is Available. (Note: Newly admitted attorneys (less than 24 months) must attend the program in person to receive New York MCLE credit.)

      Click for additional information or to register online.

    • January 27, 2016: Trusts and Estates Law Section Annual Meeting


      Details coming soon - Save the date!

    • May 5-7, 2016 - Trusts and Estates Law Section Spring Meeting

      Save the Date!
      The Trusts and Estates Law Section Spring meeting will be held May 5-7, 2016 at The Boulders, AZ.

      Registration information to follow.

  • 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