Trusts and Estates Law Section Spring 2021 Meeting

Topics to be included:

Update and Perspectives on the New Power of Attorney Form

Planning for Hard to Value Assets in Uncertain Times: A Guide For Art Collectors

Lawyers’ Duty of Competency: When Technology and Legal Ethics Intersect

Surrogate’s Court Update

Psychological and Legal Considerations in Determining Capacity Remotely: When Your Client Interactions Are Limited To Videoconference

Breaking the Cycle of Racial Inequality and Bridging the Wealth Gap: Diversity and Representing Clients in the Financial Area

Speakers

David Goldfarb, Esq., Goldfarb Abrandt & Salzman LLP, New York, NY

Megan Rowan McGovern, Esq., Deputy General Counsel and Vice President, Government Relations, Bankers Association, New York, NY

Elizabeth A. Murphy, Esq., Cullen and Dykman LLP, Garden City, NY

Caryn R. Young, Esq., Day Pitney LLP, New York, NY

Emily A. Belfer, Esq., Day Pitney LLP, New York, NY

Rebecca A. Lockwood, Vice President, Business Development, Sotheby’s, New York, NY

Anna Mercado Clark, Esq., Phillips Lytle LLP, New York, NY

Hon. John M. Czygier, Former Surrogate, Suffolk County Surrogate’s Court, Riverhead, NY

Hon. Brandon R. Sall, Westchester County Surrogate’s Court, White Plains, NY 

Hon. Peter J. Kelly, Queens County Surrogate’s Court , Jamaica, NY

Hon. Acea M. Mosey, Erie County Surrogate’s Court, Buffalo, NY

Hon. Stacey L. Pettit, Albany County Surrogate’s Court, Albany, NY

Hon. Stephen W. Cass, Chautauqua County Surrogate’s Court, Mayville, NY

Hon. Matthew J. Titone, Richmond County Surrogate’s Court, Staten Island, NY

Lynn A. Schaefer, Ph.D., ABPP-CN, Director of Neuropsychology, Nassau University Medical Center, East Meadow,

NY

Marc S. Bekerman, Esq., Law Office of Marc Bekerman, Woodbury, NY

Alvina H. Lo, Esq., Chief Wealth Strategist, Wilmington Trust | M&T Bank Emerald Advisory Services®, New York, NY

Marguerite C. Weese, Esq., National Director – Family Legacy Strategies, Wilmington Trust | M&T Bank Emerald Advisory Services®, Philadelphia, PA