Event Overview
Better to Give or Receive? Gifting in 2022
Wednesday, January 26, 2022
9:00 a.m. – 12:30 p.m.
3.0 MCLE Credits
2.0 Areas of Professional Practice and 1.0 Ethics
This program is transitional and is suitable for all attorneys including those newly admitted.
Trusts and Estates Law Section Chair
Jennifer F. Hillman, Esq., Rivkin Radler, LLP, Uniondale, NY
Program Chairs
Angelo M. Grasso, Esq., Greenfield Stein & Senior, LLP, New York, NY
Deborah S. Kearns, Esq., Chief Clerk, Albany County Surrogate’s Court, Albany, NY
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Better to Give or Receive? Gifting in 2022
Wednesday, January 26, 2022
9:00 a.m. – 12:30 p.m.
3.0 MCLE Credits
2.0 Areas of Professional Practice and 1.0 Ethics
This program is transitional and is suitable for all attorneys including those newly admitted.
Trusts and Estates Law Section Chair
Jennifer F. Hillman, Esq., Rivkin Radler, LLP, Uniondale, NY
Program Chairs
Angelo M. Grasso, Esq., Greenfield Stein & Senior, LLP, New York, NY
Deborah S. Kearns, Esq., Chief Clerk, Albany County Surrogate’s Court, Albany, NY
9:00 a.m. – 9:30 a.m
Section Business Meeting, Report of Nominating Committee, Election of Officers and Program Introduction
Speaker Jennifer F. Hillman, Esq., Section Chair Rivkin Radler, LLP, Uniondale, NY
9:30 a.m. – 9:40 a.m.
Break
9:40 a.m. – 10:30 a.m.
Gifting and Planning: Estate Planning for High-Net-Worth Individuals in 2022
After a chaotic end of the year punctuated by legislative efforts that, if enacted, would substantially alter the estate tax planning landscape for high-net-worth individuals and families, we survey the 2022 estate planning landscape, and discuss what planning opportunities this emergent landscape continues to provide. Speaker Kevin Matz, Esq. Schiff Hardin LLP New York, NY
1.0 Credit in Areas of Professional Practice
10:30 a.m. – 10:40 a.m.
Break
10:40 a.m. – 11:30 a.m.
Gifting and Litigation: Playing Offense and Defense
Gifts present practical and evidentiary issues in Surrogate’s Court litigation. This presentation will address how to bring and prosecute claims to set aside gifts, how to defend such litigation, and ways to attempt to avoid litigation surrounding gifts. Speakers Catherine Grantier Cooley, Esq. Hodgson Russ LLP Buffalo, NY Cheryl L. Katz-Erato, Esq. Cona Elder Law PLLC Melville, NY
1.0 Credit in Areas of Professional Practice
11:30 a.m. – 11:40 a.m.
Break
11:40 a.m. – 12:30 p.m.
Gifting and Ethical Considerations
This program will look at the myriad ethical issues that arise with gifts, including gifts to attorneys, conflicts of interest, and the donor’s capacity. Speaker Lori A. Sullivan, Esq. Seward & Kissel LLP New York, NY
1.0 Credit in Ethics
Virtual Programming Pricing
Virtual Meeting General Registration Fee
$25
Required to attend any virtual CLE programs
+plus…
EARLY BIRD REGISTRATION (Before 12/31/21)
$99: Section Member | $130: NYSBA Member | $255: Non-NYSBA Member
REGULAR REGISTRATION (1/1/22 and after)
$140: Section Member | $185: NYSBA Member | $350: Non-NYSBA Member
Speakers coming soon!
Meaghan T. Feenan
2022 NYSBA Rising Star Fellowship
Harris Beach PLLC
Meaghan focuses her practice on business and commercial litigation matters, with a focus in trusts and estates litigation. She litigates accounting disputes, drafts petitions and civil pleadings, performs complex research, defends objections and dispositive motions and has experience handling large-scale discovery productions. She is familiar with both civil practice and Surrogate’s Court procedure. Meaghan was a Summer Associate at Harris Beach in 2016, and served as a law clerk in the Albany office during her final year of law school.
Meaghan advises organizations of all structures on developments within the Marijuana Regulation and Taxation Act (MRTA), including cultivators and processors, retailers, and distributors. She’s a frequent speaker on Cannabis topics and regularly publishes articles about the licensing process and legislative updates.
During law school, Meaghan served as Judicial Intern for the Hon. Kimberly A. O’Connor, Acting Justice for the Supreme Court of Albany County, where she drafted opinions on behalf of the court. As the Executive Director of the Anthony V. Cardona ’70 Moot Court Program, she directed more than 70 competitors in more than ten nationwide competitions. She competed twice in the University of Maryland’s National Health Law & Regulatory Compliance Competition in Baltimore, Maryland, is a member of the Order of the Barristers, and was awarded all four of the intraschool moot court awards as a third year law student. Meaghan also served as Associate Editor for the Albany Law Review.
