NYSBA Members: $695 | Trusts and Estates Law Section Members: $620
17th Annual Sophisticated Trusts and Estates Law Institute
Now in its 17th year, the Sophisticated Trusts and Estates Law Institute returns with a prestigious national faculty of authorities covering key issues and the latest developments in all aspects of trusts and estates law. There will be plenty of networking time, permitting you to pose questions to the faculty and compare notes with fellow practitioners in the legal, banking and accounting fields.
Sponsored by the Trusts & Estates Law Section and the Committee on Continuing Legal Education of the New York State Bar Association.
Thank you to our Exhibitors - please plan to visit their booths at the Institute.
Friday, November 8, 2019
9:00 a.m. - 5:30 p.m.
Live & Webcast
Crowne Plaza Times Square
1605 Broadway at 49th Street
New York, NY 10019
*8.0 MCLE Credits: 7.0 Areas of Professional Practice, 1.0 Ethics
This course also provides 7.0 CPE credits for NY and NJ CPAs
*This advanced-level non-transitional course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).
NYSBA Members: $695 | Trusts and Estates Law Section Members: $620 | Non-Members: $895
CLE seminar coupons and complimentary passes cannot be used for this program.
- Estate Planning Update - Review of 2019 Federal Developments
- Electronic Wills
- Anatomy of a Trust Contest
- Asset Protection – Hot Topics
- Recent Developments in Trusts & Estates
- Charitable Planning Update
Joshua S. Rubenstein, Esq. | Katten Muchin Rosenman | New York
Scott Ditman, CPA I Berdon LLP I New York
Gary B. Freidman, Esq. I Greenfield Stein & Senior LLP I New York
Lawrence Katzenstein, Esq. I Thompson Coburn LLP I Saint Louis
William P. LaPiana, Esq. I New York Law School I New York
Mark Osborne, Esq. I Osborne, Helman, Knebel & Deleery, LLP I Austin
Hon. C. Raymond Radigan I Ruskin Mosou & Faltischek PC I Uniondale
Frank T. Santoro I Farrell Fritz, PC I Uniondale
Sanford J. Schlesinger, Esq. I Schlesinger Lazetera & Auchincloss LLP I New York
Hon. Vincent W. Versaci I Schenectady County Surrogate's Court I Schenectady
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 program attorney Sally Bratten or program coordinator Jennifer Wright.