TRUSTS AND ESTATES LAW SECTION SPRING 2019 MATERIALS

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Doing Well by Doing Good: Fiduciary Investing with Purpose
Presented By: Natalia Murphy, Esq., and Raymond Joseph

Minimizing Trustee Risk
Presented By: Elisa Shevlin Rizzo, Esq.

Using Trusts to Resolve Litigation – UPDATED
Presented By: Hon. Acea M. Mosey

Florida Trust Considerations for the New York Practitioner
JUST ADDED: Powerpoint
Amy B. Beller, Esq. and Michael S. Schwartz, Esq.

Optional Session: Breakfast with the Surrogates – Successful Strategies for Securing the Removal of a Trustee
Presented By: Hon. John M. Czygier, Jr., Hon. Peter J. Kelly, Hon. Stacy L. Pettit and Hon. Margaret C. Reilly

Constitutional Considerations in the State Taxation of Trusts
Presented By: Toni Ann Kruse, Esq.

Trusts Go To Washington: North Carolina Dept. of Revenue v. Kaestner Family Trust
JUST ADDED: Powerpoint
Presented By: Angelo M. Grasso, Esq.

The Anatomy of a Trust Contest
JUST ADDED: Powerpoint
Presented By: Hon. Vincent W. Versaci, Gary B. Freidman, Esq. and Frank T. Santoro, Esq.

Avoiding Conflicts Among Trust Clients
Presented By: Hon. Theresa B. Whelan and Eric W. Penzer, Esq.

Speaker Biographies