Sections & Committees

Trusts and Estates Law Section

Estate Litigation & Conducting SCPA 1404 Depositions 

Wednesday, December 4, 2019 | NYC (Dentons)

Tuesday, December 10, 2019 | Buffalo

Thursday, December 12, 2019 | Melville

Program is from 9:00 a.m. – 5:00 p.m. in all locations

7.5  MCLE Credits: 6.5 Areas of Professional Practice; 1.0 Ethics 

SPONSORS
Trusts & Estates Law Section and the Committee on Continuing Legal Education


www.nysba.org/EstateLitigation2019CLE

TRUSTS & ESTATES MEETING

Wednesday, January 29, 2020
9:00 AM - 12:00 PM
Grand Ballroom East, 3rd Floor
#nysba20

Register for the 2020 Annual Meeting Here or Download the Registration Form Here.
 

Trusts & Estates in the 21st Century

Agenda

8:45 a.m. – 9:00 a.m.
Welcome and Introduction

Section Chair: Robert M. Harper, Esq. 
Farrell Fritz, P.C. | Uniondale, NY         

Program Co-Chair: Paul Allen Duffy, Esq.
Surrogate’s Court of Richmond County | Staten Island, NY

Program Co-Chair: Patricia J. Shevy, Esq. 
The Shevy Law Firm, LLC | Albany, NY

9:00 a.m. – 9:30 a.m.
Administration of Digital Assets

Speakers:
Jill Choate Beier, Esq. 
Beier & Associates, PLLC | Lake Placid, NY

Sean R. Weissbart, Esq. 
Blank Rome LLP | New York, NY

(0.5 Credit in Areas of Professional Practice)

9:30 a.m. – 10:00 a.m.        
Cryptocurrency

Speakers:     
Sarah Catherine (Katie) Lynagh, Esq. 
Millbank Tweed Hadley & McCloy LLP | New York, NY

Sarah H. Brennan, Esq. 
Lippes Mathias Wexler Friedman LLP | Buffalo, NY

(0.5 Credit in Areas of Professional Practice)

10:00 a.m. – 10:10 a.m.   Break

10:10 a.m. – 11:10 a.m.
Litigation & Electronic Evidence

Speakers:      
Angelo M. Grasso, Esq. 
Greenfield Stein & Senior LLP | New York, NY

William J. Keniry, Esq. 
Tabner Ryan & Keniry LLP | Albany, NY

(1.0 Credit in Areas of Professional Practice)

11:10 a.m. – 12:00 p.m. 
Digital Security for Attorneys

Speaker:        
Justin Shibayama Herring, Esq. 
Executive Deputy Superintendent, 
NY Department of Financial Services | New York, NY

 (1.0 Credit in Areas of Professional Practice)

12:00 p.m. - 12:45 p.m.  Reception

12:45 p.m. – 2:15 p.m.   Luncheon

Speaker:
Suzanne Brown Walsh, Esq. 
Murtha Cullina LLP | Hartford, CT

6:00 p.m. – 8:00 p.m. Off-site Reception (PRE-REGISTRATION REQUIRED!)

The Colony Club | 564 Park Avenue | NYC

Sponsored by Doyle and Berkshire Hathaway Home Services New York Properties

**************************

Section Chair
Robert M. Harper, Esq. | Farrell Fritz P.C. | Uniondale

Program Co-Chairs
Paul Allen Duffy, Esq. | Surrogate's Court of Richmond County | Staten Island
Patricia J. Shevy, Esq. | The Shevy Law Firm, LLC | Albany

Program Faculty
Jill Choate Beier, Esq. | Beier & Associates, PLLC | Lake Placid, NY
Sean R. Weissbart, Esq. | Blank Rome LLP | New York, NY
Sarah Catherine Lynagh, Esq. | Millbank Tweed Hadley & McCloy LLP |New York, NY
Sarah H. Brennan, Esq. | Lippes Mathias Wexler Friedman LLP | Buffalo, NY
Angelo M. Grasso, Esq. | Greenfield Stein & Senior LLP | New York, NY 
William J. Keniry, Esq. | Tabner Ryan & Keniry LLP | Albany, NY
Justin S. Herring, Esq. | New York Dept. of Financial Services | New York, NY

Trusts & Estates Law Section Executive Committee Meeting
Wednesday, January 29, 2020 | 2:30 p.m. – 5:00 p.m.
Third Floor | Mercury Ballroom 




*TRUSTS & ESTATES SECTION LUNCH

Wednesday, January 29, 2020
12:00 PM - 2:00 PM
Grand Ballroom East and Foyer, 3rd Floor
#nysba20

Register for the 2020 Annual Meeting Here or Download the Registration Form Here.
 

Keynote Luncheon Speaker:  
Suzanne Brown Walsh, Esq.

Murtha Cullina LLP | Hartford, CT

    Tickets:  $115 Each/Tables of 10 available for Purchase for $1,150.
    Individual Tickets may be purchased by mail or online.

    To purchase a Table at the Luncheon, download the Luncheon Table Reservation form




    *TRUSTS & ESTATES OFF-SITE RECEPTION

    Wednesday, January 29, 2020
    6:00 PM - 8:00 PM
    The Century Association, 7 W. 43rd St.
    #nysba20

    REGISTER FOR THE 2020 ANNUAL MEETING HERE OR DOWNLOAD THE REGISTRATION FORM HERE.

    PRE REGISTRATION IS REQUIRED.


    SAVE THE DATES!

    Trust & Estates Law Section
    Spring Meeting 2020


    Thursday, April 30 - Sunday, May 3
    Hotel Van Zandt
    Austin, TX


    Mark your calendar and plan to join us!

    Save the dates!

    Trust & Estates Law Section
    Fall Meeting 2020


    October 1 - 4
    High Peaks Resort | Lake Placid

    Mark your calendar and plan to join us!


    VIEW THE LATEST TRUSTS AND ESTATES LAW SECTION  JOURNAL

    The Trusts and Estates Law Section Journal 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 Journal is published quarterly by the Trusts and Estates Law Section and distributed to Section Members free of charge.

    Read Now