Become a member in one of NYSBA’s largest Sections and share insights as you help make ground breaking developments happen. Section members may submit questions for a Q&A column, and articles for publication in the Trusts and Estates Law Section Newsletter. Top-notch MCLE programs allow Section members to enjoy both social and substantive aspects of membership. Post practice-related questions or assist other members by participation in the member-only online Community Forum.  Join and take full advantage of opportunities to serve on committees, such as Estate Planning, Estate & Trust Administration, Surrogate’s Court or Charitable Planning. Work on projects such as technology for the trusts and estates practice, and ethical checklists for the trust and estates practitioner.

Contact the Trusts and Estates Law Section Liaison

To learn more about this Section, please contact Kim Francis
[email protected]
(518) 487-5611

Please do not contact the Section liaison with a request for legal advice or an attorney referral. You can instead visit our ‘Public Resources’ or ‘Lawyer Referral Service’ page for this type of request.

Laurence KeiserLaurence Keiser, LL.M. (Tax), CPA

Partner, Stern Keiser & Panken, LLP

LAURENCE KEISER, LL.M. (Tax), CPA, is a partner at the New York City and White Plains law firm of Stern, Keiser & Panken, L.L.P. where he specializes in income tax planning and litigation and estate planning, drafting and administration.

Larry holds a B.S. in accounting from New York University, a J.D. from the St. John’s University School of Law, and an LL.M. in taxation from the New York University School of Law. He is a former officer (Treasurer and Vice President) and director of the New York State Society of CPA’s and a past chairman of many of its committees. (including Relations with the Internal Revenue Service.) He is also a past president of its Westchester Chapter.

Larry has served on various tax and estate and trust committees of the New York State and Westchester County Bar Associations, as well as local bar associations, and is a past director of the Estate Planning Council of N.Y.C. He has been a member of the House of Delegates of the New York State Bar. Presently, Larry is the Ninth Judicial District Representative to the Executive Committee of the NYS Bar Association’s Trust and Estates section, and is a past chairman of its committees on Taxation and Estate Planning. He is a past chairman of the Westchester County Bar Association’s Trust and Estates Section. He is also the President of the White Plains Bar Association.

Larry has had numerous articles published in professional journals and has been an Adjunct Professor of Taxation at the Graduate Business Schools of New York University and Long Island University. He has also been a faculty member of the Practicing Law Institute’s Annual Estate Planning Conference and the UJA Federation’s Continuing Education Programs in Westchester County and New York City.

Larry has also been a frequent lecturer and speaker for accounting and law groups. He was the author and discussion leader of the Foundation for Accounting Education’s courses (Review and Update for Experienced Individual Tax Practitioners and Advanced Estate Planning), for which he received the Outstanding Discussion Leader Award. He has chaired or presented at many tax conferences.

Online Community

Trusts and Estates Journal 2022 vol 55 no 2 – Cover

Trusts and Estates Law Section Journal

The Trusts and Estates Law Section Journal features peer-written, substantive articles relating to the practice of trusts and estates law on various topics including estate planning, will drafting, tax issues, guardianship, power of attorney, and probates. Recent New York State Decisions, Case Notes—Recent New York State Surrogate’s and Supreme Court Decisions, and a Florida Update are featured in each issue. Edited by Nicholas G. Moneta, Esq., the Trusts and Estates Law Section Journal is published quarterly by the Trusts and Estates Law Section and distributed to Section Members free of charge.

The Trusts and Estates Law Section Journal encourages article submissions on topics of interest to members of the Section. Writing an article for a NYSBA Section publication is a great way to get your name out in the legal community and advertise your knowledge. Our authors are respected state-wide for their legal expertise, and have written articles on such topics as estate planning, will drafting, tax issues, guardianship, power of attorney, and probates.

Author Guidelines

NYSBA has created comprehensive author guidelines, with information regarding our reprint policy, style guidelines, and obtaining MCLE Author Credits.

Awards

2023 Rising Star Fellowship

Applications are open for the 2023 New York State Bar Association Trusts and Estates Rising Star Fellowship. This is a great opportunity for junior attorneys to become an active part of the New York trusts and estates community.

To be eligible for the Fellowship, applicants must have between three (3) and six (6) years of relevant legal experience.

All applications should be sent to the chair of the Membership Committee, Sarah Pickering, at [email protected]

Deadline:  Wednesday, December 14, 2022

Chairs Award (Formerly the Russell A. Taylor Award)

Recognition of exceptional contributions to the Section and the Bar.

Presented by: Trusts and Estates Law Section

Contact:  Kim Francis, Section Liaison & Program Manager | [email protected]

Nomination Deadline: None

Date Presented: January Annual Meeting

Prize Awarded: Tiffany Clock or Chair’s Choice

Previous Award Recipients

  • 2014  Marilyn (Micky) Ordover
  • 2013  Professor Ira Bloom
  • 2012 Jon L. Schumacher, Esq.
  • 2006 Hon. Raymond Radigan
  • 2003 Charles F. Gibbs, Esq.
  • 2002 Arthur M. Sherwood, Esq.
  • 2000 Wallace Leinheardt, Esq.
  • 1995 John W. Tarbox, Esq. (posthumously)

Fellowships

2022 Trusts and Estates Law Section Fellowship

The Fellowship Program will provide students an opportunity to experience trusts and estates law practice in this public sector. The ultimate goal of the Fellowship is to create a network and forge relationships among trusts and estates law attorneys throughout the State of New York. Fellowships will be offered each Summer (June – August) in various locations across the state in the Chambers of a Surrogate Court Judge.  Information on which Surrogates will be hosting Fellowships may be found on the application.

Application Deadline: February 7, 2022

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