18th Annual Sophisticated Trusts And Estates Law Institute
Now in its 18th year, this full-day Institute returns with a prestigious national faculty of authorities covering key issues and the latest developments in all aspects of trusts and estates law relevant to trusts and estate practitioners, in-house counsel representing financial institutions, as well as bankers and accountants.
- November 16, 2021
- November 17, 2021
- 9:00 AM
- 12:30 PM
- 6.5
- 2.0
- 8.5
- Virtual Participation
Tuesday, November 16 | Day 1
Agenda
9:00 a.m. – 9:10 a.m.
Introduction and Overview
Joshua S. Rubenstein, Esq.
Katten Muchin Rosenman LLP
New York, NY
9:10 a.m. – 10:25 a.m.
Estate Planning Update – Review of 2021 Federal Developments
Sanford J. Schlesinger, Esq.
Schlesinger Lazetera & Auchincloss LLP
New York, NY
(1.5 Areas of Professional Practice)
10:25 a.m. – 11:15 a.m.
Estate Planning Update – State of the States
Sharon Klein, Esq.
Wilmington Trust
New York, NY
(1.0 Areas of Professional Practice)
11:15 a.m. – 11:20 a.m.
Break
11:20 a.m. – 12:10 p.m.
Estate Litigation Update – Contempt Proceedings in Surrogate’s Court
Gary B. Freidman, Esq.
Greenfield Stein & Senior LLP
New York, NY
(1.0 Ethics)
12:10 p.m. – 1:00 p.m.
Life Insurance Planning Update – Hot Topics
Lawrence Brody, Esq.
Harrison & Held, LLP
St. Louis, MO
(1.0 Areas of Professional Practice)
1:00 p.m.
Adjournment
__________________________________________________________________________
Wednesday, November 17 | Day 2
Agenda
9:00 a.m. – 9:05 a.m.
Introduction and Overview
Joshua S. Rubenstein, Esq.
Katten Muchin Rosenman LLP
New York, NY
9:05 a.m. – 9:55 a.m.
Estate Planning Update – The Evolving Nature of Family
Prof. William P. LaPiana
New York Law School
New York, NY
(1.0 Areas of Professional Practice)
9:55 a.m. – 10:45 a.m.
Asset Protection Planning Update – Hot Topics
Mark E. Osborne, Esq.
Osborne, Helman, Knebel & Scott, LLP
Austin, TX
(1.0 Ethics)
10:45 p.m. – 10:50 a.m.
Break
10:50 a.m. – 11:40 p.m.
Charitable Planning Update – Hot Topics
Lawrence P. Katzenstein, Esq.
Thompson Coburn LLP
St. Louis, MO
(1.0 Areas of Professional Practice)
11:40 p.m. – 12:30 p.m.
Estate Planning Update – Planning at Death’s Door: Estate Planning for the Terminally Ill Client
Barbara A. Sloan, Esq.
McLaughlin & Stern, LLP
New York, NY
T. Randolph Harris, Esq.
McLaughlin & Stern, LLP
New York, NY
(1.0 Areas of Professional Practice)
12:30 p.m.
Adjournment
- Joshua S. Rubenstein, Esq., Program Chair, Katten Muchin Rosenman LLP
- Lawrence Brody, Esq., Speaker, Harrison & Held, LLP
- Gary B. Freidman, Esq., Speaker, Greenfield Stein & Senior LLP
- T. Randolph Harris, Esq., Speaker, McLaughlin & Stern, LLP
- Lawrence P. Katzenstein, Esq., Speaker, Thompson Coburn LLP
- Sharon L. Klein, Esq., Speaker, Wilmington Trust
- Prof. William P. LaPiana, Speaker, New York Law School
- Mark E. Osborne, Esq., Speaker, Osborne, Helman, Knebel & Scott, LLP
- Sanford J. Schlesinger, Esq., Speaker, Schlesinger Lazetera & Auchincloss LLP
- Barbara A. Sloan, Esq., Speaker, McLaughlin & Stern, LLP
- Webinar
- 0LK11
- Trusts & Estates Law Section
- Committee on Continuing Legal Education
