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The Trusts & Estates Law Section Spring Meeting originally scheduled for 4/30-5/3 has been rescheduled to 10/1-10/4 .

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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 Cathy Teeter
[email protected]
(518) 487-5573

Upcoming Events

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2021 NYSBA Trial Academy

Attend the revitalized 2021 NYSBA Trial Academy, a five-day trial techniques program, for a career changing experience:-Work with your small group Team Leader to learn…

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Past Events Highlights

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Financial And Valuation Impact On Your Client's Business Resulting From COVID-19 (Webinar)

This presentation will cover the financial and valuation impacts that will be affecting businesses and professional practices as a result of the COVID-19 virus. In…

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Remote Execution Of Estate Planning Documents (Webinar)

During the COVID-19 pandemic, the execution of wills, trusts, health care proxies and powers of attorney has come to a near halt. NYS Executive Orders…

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COVID-19 Tax Relief For Individuals, Trusts And Estates (Webinar)

This program will summarize the COVID-19 tax relief granted by the US, New York State, and New York City, including extensions of the tax reporting…

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Income Tax Considerations For The Executor/Administrator

This program explores an Executor’s/Administrator’s duties surrounding the Decedent’s personal income tax returns and fiduciary income tax returns.

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Charitable Giving During The Coronavirus Pandemic (Webinar)

Learn about charitable giving opportunities during the Coronavirus Pandemic including the ability to take income tax deductions for COVID-related giving, setting up charitable lead trusts…

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Making & Protecting The Record: Virtual And Live - NYSBA Trial Academy Virtual Conference (Webinar)

An Appellate Judge's View: Key Points for Preserving Error for Appeal | How do an offer of proof and a voir dire of a witness…

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Online Community

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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 Jaclene D’Agostino, 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 Journal is published as a benefit for members of the Trusts and Estates Law Section and is copyrighted by the New York State Bar Association. The copying, reselling, duplication, transferring, reproducing, reusing, retaining or reprinting of this publication is strictly prohibited without permission. © New York State Bar Association. All rights reserved. ISSN 2641-6204 (print) ISSN 2641-6220 (online)

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.

MCLE credit may also be earned for legal-based writing directed to an attorney audience upon application to the CLE Board. NYSBA Guidelines for Obtaining MCLE Credit for Writing as well as a Publication Credit Application are available.

If you have written an article and would like to have it considered for publication in the Trusts and Estates Law Section Newsletter, please send it in electronic document format (pdfs are NOT acceptable), along with biographical information to its Editor:

Jaclene D’Agostino, Esq.
[email protected]

 

 

Trusts and Estates Law Section Journal - Spring/Early Summer 2020

A publication of the Trusts and Estates Law Section of the New York State Bar Association. Can’t see this edition? Please view it here.

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Awards

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:  Lisa Bataille, Section Staff Liaison

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)

Fellowship

The Fellowship Program will provide students an opportunity to experience trusts and estates law practice. 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.

View/download the 2018 Fellowship information and application.

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View this complimentary presentation sponsored by the Elder Law and Special Needs Section & Trusts and Estates Law Section of NYSBA.  COVID-19: Execution of Estate…

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Proposal to Harmonize NYS Debtor Protections for Savings and Retirement Benefits Can’t see this article? Please view it here.  

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