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. Register by December 21 to save!

 Early Bird Until 12/21/22Starting 12/22/22
NYSBA Members$115$215
Non-members$200$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 Practice

10:00 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 Practice

11:00 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 Practice

12:00 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 session

2:30 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

NYSARC 50 yrs Logo

Silver Sponsor

Grassi Advisors and Accountants

Bronze Sponsor and Luncheon Sponsor

Lackner Logo with Tagline

Bronze Sponsor