Event Overview
Wednesday, January 18, 2023
8:45 AM – 12:00 PM — In-Person CLE Program
12:00 PM – 12:45 PM — Reception
12:45 PM – 2:15 PM — Luncheon
2:30 PM – 5:00 PM — Executive Committee Meeting
5:30 PM – 7:30 PM — Off-Site Reception — The University Club
One West 54th Street
Thursday, January 19, 2023
9:00 AM – 10:30 AM — Committee Meetings
3.0 MCLE Credits
3.0 Areas of Professional Practice
This program is transitional and is suitable for all attorneys
including those newly admitted.
“Unprecedented” is a word that has been on everyone’s mind over the past few years, and not only to describe the pandemic: new assets like NFTs and cryptocurrency, new technologies that allow meetings in virtual spaces, and trends like socially responsible investing, have had tremendous impact on how we and our clients experience the world. How do our existing best practices approach unconventional assets and uncertain markets? How have these new trends pushed the legal practice forward with new and creative solutions? Where do precedents need updating? This program will provide a toolbox for fiduciaries and their counsel, planners, and litigators, on how to approach “unprecedented times” using the precedents we have and looking forward to how these may develop in the future.
Section Chair
Laurence Keiser, Esq. | Stern, Keiser & Panken, LLP | White Plains, NY
Program Co-Chairs
Sarah Pickering, Esq. | Skadden, Arps, Slate, Meagher & Flom LLP | New York, NY
Tara Anne Pleat, Esq. | Wilcenski & Pleat PLLC | Clifton Park, NY
General Registration Fee
Required for in-person attendees.
| NYSBA Members | $215 |
| Non-members | $300 |
+plus…
$105 Program Registration Fee
Optional Add-On
$130 Reception and Luncheon Event Registration Fee
Wednesday, January 18, 2023
Precedents in Unprecedented Times
3.0 MCLE Credits
3.0 Areas of Professional Practice
This program is transitional and is suitable for all attorneys
including those newly admitted.
8:45 a.m. – 9:00 a.m.
Welcome and Introduction
Section Chair:
Laurence Keiser, Esq.
Stern, Keiser & Panken, LLP
White Plains, NY
Program Co-Chair:
Sarah Pickering, Esq.
Skadden, Arps, Slate, Meagher & Flom LLP
New York, NY
Program Co-Chair:
Tara Anne Pleat, Esq.
Wilcenski & Pleat PLLC
Clifton Park, NY
9:00 a.m. – 9:50 a.m.
Session I – Digital Assets Past & Present
This session will include a brief overview of the Digital Asset legislation in New York and then discuss new digital asset classes and technologies such as the Blockchain, NFTs, the Metaverse, and cryptocurrencies. This session will also explore various approaches to discussing ownership of planning with and valuation of these assets with clients, including how to address estate or trust ownership in estate planning documents and dealing with the fiduciary responsibilities of administering these assets.
Speaker
Jill Choate Beier, Esq. | Norfolk Beier PLLC Lake Placid, NY
1.0 Credit in Areas of Professional Practice10:00 a.m. – 10:50 a.m.
Session II – Perspectives on Planning for, Management and Administration of Digital Assets
This session will be a panel discussion addressing practical considerations in drafting for the management, valuation, and ultimate disposition of digital assets.
Speaker
Sean R. Weissbart, Esq. | Blank Rome, LLP New York, NY
Marcus Fox | Global Managing Director, Global Managing Director, 20th and 21st Century Art, Christie’s
Stacy E. Singer | Northern Trust Chicago, IL
1.0 Credit in Areas of Professional Practice11:00 a.m. – 11:50 p.m.
Session III – Estate Planning in 2040
A discussion of future estate planning developments, including digital wills, remote execution and notarization, wills on the blockchain, and the future of NFTs.
Speaker
Angelo M. Grasso, Esq. | Greenfield Stein & Senior, LLP New York, NY
Nicole L. Clouthier, Esq. | Whiteman Osterman & Hanna, LLP Albany, NY
1.0 Credit in Areas of Professional Practice12:00 p.m. – 12:45 p.m.
Reception
12:45 p.m. – 2:15 p.m.
Luncheon
Speaker
Marc Beckman | Founder CEO DMA United New York, NY
No CLE Credit for this session2:30 p.m. – 5:00 p.m.
Executive Committee Meeting
Invitation only
5:30 p.m. – 7:30 p.m.
Off-site Reception
All attendees must be registered in advance or will not be admitted.
The University Club of New York
1 W. 54th St., NYC
Sponsored by:
DOYLE Auctioneers & Appraisers
Berkshire Hathaway Home Services
Empire Valuation Consultants
Fiduciary Trust International
Thursday, January 19, 2023
9:00 a.m. – 10:30 a.m.
Committee Meetings
Section Chair: Laurence Keiser, Esq., Stern, Keiser & Panken, LLP, White Plains, NY
Program Co-Chair: Sarah Pickering, Esq., Skadden, Arps, Slate, Meagher & Flom LLP, New York, NY
Program Co-Chair: Tara Anne Pleat, Esq., Wilcenski & Pleat PLLC, Clifton Park & Queensbury, NY
Jill Choate Beier, Esq., Norfolk Beier PLLC, Lake Placid, NY
Sean R. Weissbart, Esq., Blank Rome, LLP, New York, NY
Marcus Fox, Global Managing Director, 20th and 21st Century Art, Christie’s
Stacy E. Singer, Senior Vice President, National Practice Leader for Trust Services and Wealth Advisory at The Northern Trust Company, Chicago, IL
Angelo M. Grasso, Esq., Greenfield Stein & Senior LLP, New York, NY
Nicole L. Clouthier, Esq., Whiteman Osterman & Hanna, LLP, Albany, NY
Marc Beckman, Founder CEO – DMA United, New York, NY
Silver Sponsor
Bronze Sponsor and Luncheon Sponsor
Bronze Sponsor
Bronze Sponsor
