Trusts And Estates Law Section 2022 Spring Meeting
In our constantly changing world, we all need to be adaptable. Are you ready for the future of Trusts and Estate law? This program highlights evolving issues that every T&E practitioner needs to know. We will cover a variety of topics, including how to plan for and administer cryptocurrency accounts, the latest ethical issues, gender sensitivity in estate planning, and mediation's role in T&E litigation. We will also cover important tax issues, such as best practices for changing state tax residency, how taxes can be impacted by a settlement agreement, and important issues to consider as the expiration of the Tax Cuts and Jobs Act approaches.
- May 12, 2022
- May 13, 2022
- 2:00 PM
- 12:45 PM
- 4.5
- 1.0
- 1.5
- 7.0
- Virtual Participation
Agenda
Day 1 – Thursday
2:00 p.m. – 2:15 p.m.
Opening Remarks and Program Introduction
Laurence Keiser, Chair, Trusts & Estates Law Section
Stern, Keiser & Panken, LLP
White Plains, NY
Program Co-Chairs:
Nicole L. Clouthier
Whiteman Osterman & Hanna LLP
Albany, NY
Jinsoo J. Ro
Citi Private Bank
New York, NY
2:15 p.m. – 2:40 p.m.
Cryptocurrency: Planning and Administration Considerations for Individuals and Fiduciaries
Speaker:
Katie Lynagh
Milbank LLP
New York, NY
0.5 Credit in Areas of Professional Practice
2:40 p.m. – 3:30 p.m.
Gender Sensitivity in Estate Planning
Speakers:
Paula A. Kohut
Kohut, Adams & Randall, P.A.
Wilmington, NC
Samuel W. Buchbauer
Law Offices of David A. Caraway, PLLC
New York, NY
1.0 Credit in Diversity, Inclusion & Elimination of Bias
3:30 p.m. – 3:45 p.m.
Break
3:45 p.m. – 5:00 p.m.
Ethical Issues: How to Avoid Becoming a Target in Will and Trust Contests
• Ethical issues concerning letters of engagement
• Attorney client privilege: litigation scenarios on breaches of duty of confidentiality
• Ethical duty of ensuring that clients understand complex estate planning concepts
• Client scenarios involving ethical failures in estate planning
Speakers:
Frank W. Streng
McCarthy Fingar LLP
White Plains, NY
Irma K. Nimetz
McCarthy Fingar LLP
White Plains, NY
1.5 Credit in Ethics
6:00 p.m. – 8:00 p.m.
Optional Event:
Cocktail Receptions in Albany and New York City (MUST BE REGISTERED TO ATTEND---No Walk-Ins---Capacity is limited to 40 people at each location)
Albany: Toro Cantina, 111 Wolf Rd., Albany, NY 12205
NYC: Del Frisco's Steakhouse, 1221 Avenue of the Americas, New York, NY 10020
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Agenda
Day 2 – Friday
9:00 a.m. – 9:10 a.m.
Opening Remarks and Program Introduction
Program Co-Chairs:
Nicole L. Clouthier
Whiteman Osterman & Hanna LLP
Albany, NY
Jinsoo J. Ro
Citi Private Bank
New York, NY
9:10 a.m. – 10:00 a.m.
Is Mediation the Future of T&E Litigation?
Speakers:
Hon. Brandon R. Sall
Westchester County Surrogate's Court
White Plains, NY
Jennifer F. Hillman
Rivkin Radler, LLP
Uniondale, NY
Joan Pangilinan-Taylor
Coordinator of the Alternative Dispute Resolution (ADR) Program
at the U.S. District Court for the Southern District of New York
1.0 Credit in Professional Practice
10:00 a.m. – 10:50 a.m.
Keep Uncle Sam Out of Your Settlement: How Tax Issues Affect Settlement in Estate Litigation
Speaker:
Sarah B. Rebosa
Cullen and Dykman LLP
Garden City, NY
1.0 Credit in Professional Practice
10:50 a.m. – 11:05 a.m.
Break
11:05 a.m. – 11:55 a.m.
Introduction to Changing Domicile from New York
Speakers:
Nathaniel W. Birdsall
Proskauer Rose LLP
New York, NY
Kimberly A. Braun
Proskauer Rose LLP
New York, NY
1.0 Credit in Professional Practice
11:55 a.m. – 12:45 p.m.
Waiting for Sunset – Don’t Get Burned by TCJA Expiration (Or By Dying in New York State)
In this session, we will review the current federal and state estate and gift rates and exemptions (and proposed and impending changes thereto), and discuss relevant planning strategies for clients impacted by these rules and potential changes.
Speaker:
Martin S. Finn
Lavelle & Finn, LLP
Latham, NY
1.0 Credit in Areas of Professional Practice
- Nicole L. Clouthier, Program Chair, Whiteman Osterman & Hanna LLP
- Jinsoo J. Ro, Program Chair, Citi Private Bank
- Nathaniel W. Birdsall, Speaker, Proskauer Rose LLP
- Kimberly A. Braun, Speaker, Proskauer Rose LLP
- Samuel W. Buchbauer, Speaker, Law Offices of David A. Caraway, PLLC
- Martin S. Finn, Speaker, Lavelle & Finn, LLP
- Jennifer F. Hillman, Speaker, Rivkin Radler, LLP
- Paula A. Kohut, Speaker, Kohut, Adams & Randall, P.A.
- Katie Lynagh, Speaker, Milbank LLP
- Irma K. Nimetz, Speaker, McCarthy Fingar LLP
- Sarah B. Rebosa, Speaker, Cullen and Dykman LLP
- Hon. Brandon R. Sall, Speaker, Westchester County Surrogate's Court
- Frank W. Streng, Speaker, McCarthy Fingar LLP
- Joan Pangilinan-Taylor, Speaker, Joan Pangilinan-Taylor Household
- Webinar
- 0LZ51
- Trusts & Estates Law Section
- Committee on Continuing Legal Education
