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Event Details

11th Annual Sophisticated Trusts & Estates Institute

Generic Event Image
Start Date:
Thursday, November 07, 2013
End Date:
Friday, November 08, 2013
9:00 AM - 5:00 PM Eastern Standard Time

Thursday, November 7, 2013 through Friday, November 8, 2013

- Location -
New York Marriott Marquis
1535 Broadway
Between 45th and 46th Streets
New York, NY 10036
(212) 398-1900

15.0 MCLE Credits: 13.0 Professional Practice; 2 Ethics

NYSBA Trusts and Estates Law Section
New York Bankers Association
New York State Society of CPAs
NYSBA Committee on Continuing Legal Education

In its 11th year, this well regarded 2-day annual Institute presents a national faculty comprised of prominent trusts and estates practitioners
covering the latest developments in the field of trusts and estates law. There will be plenty of networking time, permitting you to pose questions to the program faculty, compare notes with fellow practitioners and visit with corporate sponsors. A luncheon and cocktail reception on the first day of the conference will afford additional opportunities for networking. Register now to avoid missing out on this important opportunity
to learn the latest information and network with your peers!


Thursday, November 7, 2013 (Day One)

8:30 - 9:00 a.m.Registration(outside meeting room)

9:00 - 9:10 a.m.Introduction and Overview
Joshua S. Rubenstein, Partner, Katten Muchin Rosenman, LLP, New York,

9:10 - 10:00 a.m.Estate Planning Update - Review of 2013 Developments
Sanford J. Schlesinger, Managing Partner, Schlesinger Gannon & Lazetera
LLP, New York, New York

10:00 - 10:50 a.m.Update: Estate Planning with Life Insurance
Lawrence Brody, Partner, Bryan Cave LLP, St. Louis, Missouri

10:50 - 11:05 a.m.Refreshment Break

11:05 - 11:55 a.m. Special Uses of Special Powers of Appointment: Directing, Decanting, Defending (Asset Protection), and Dinging
Professor Kenneth F. Joyce, Distinguished Teaching ProfessorEmeritus,
University of Buffalo Law School

11:55 - 12:45 p.m.What Every Trusts and Estates Lawyer Needs to Know about FATF
Duncan Osborne, Partner, Osborne, Helman, Knebel & Deleery LLP, Austin,Texas

12:45 - 2:00 p.m.LuncheonKeynote Speaker:
Stuart J. Gross, Partner, Roberts & Holland LLP, New York,New York

2:00 - 2:50 p.m.Sophisticated Estate Planning with GRAT’s
Carlyn McCaffrey, Partner, McDermott Will & Emery LLP, New York, New York

2:50-3:40 p.m.Making Conditional Gifts
Professor William P. LaPiana, Rita and Joseph Solomon Professor of Wills,
Trusts and Estates; Director, Estate Planning, Graduate Tax Program, New York
Law School

3:40 - 3:55 p.m.Refreshment Break

3:55 - 4:45 p.m.The Marital Deduction Revisited: Yesterday and Today
Alvin J. Golden, Shareholder, Ikard Golden Jones, P.C., Austin, Texas

4:45 p.m.Adjournment

5:00 - 6:00 p.m.Cocktail Reception

Friday, November 8, 2013 (Day Two)

8:30 - 9:00 a.m.Registration(outside meeting room)

9:00 - 9:50 a.m.Update: What Every Trusts and Estates Lawyer Needs to Know about FATCA
Henry Christensen, III, Partner, McDermott Will & Emery LLP, New York, NewYork

9:50 - 10:40 a.m.Mathematics of Estate Planning
Lawrence P. Katzenstein, Partner, Thompson Coburn LLP, St. Louis, Missouri

10:40 - 10:55 a.m.Refreshment Break

10:55 - 11:45 a.m.Update: Current Valuation Issues
John W. Porter, Baker Botts LLP, Houston, Texas

11:45- 12:35 p.m.Uniform Powers of Appointment Act
Professor Ira Bloom, Justice David Josiah Brewer Distinguished
Professor of Law, Albany Law School, Albany, New York

12:35 - 1:30 p.m.Lunch(on your own)

1:30 - 2:20 p.m.Asset Protection in Uncertain Times
John A. Terrill, II, Partner, Heckscher, Teillon, Terrill & Sager, P.C.,
West Conshohocken, Pennsylvania

2:20-3:10 p.m. Estate Planning in an Age of Portability
Diana S.C. Zeydel, Shareholder, Greenberg Traurig, P.A., Miami, Florida

3:10-3:25 p.m.Refreshment Break

3:25 -4:15 p.m.TBD
Gary B. Freidman, Partner, Greenfield Stein & Senior, LLP, New York,
New York

4:15 - 5: 05 p.m.Update: Estate Planning for Same Sex and Unmarried Couples
Joshua S. Rubenstein, Partner, Katten Muchin Rosenman, LLP, New York,

5:05 p.m.Program Adjournment

Registration: 8: 30 a.m. Program: 9:00 - 5:00
THIS PROGRAM IS NEW YORK MCLE APPROVED FOR ALL ATTORNEYS, OTHER THAN THOSE WHO ARE NEWLY ADMITTED (LESS THAN 24 MONTHS). IMPORTANT NOTICE--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.
New York Marriott Marquis
1535 Broadway
New York, NY 10036
Online Registration has closed, to register please contact the State Bar Service Center at 1-800-582-2452