19th Annual Sophisticated Trusts and Estates Law Institute

CLE Programs
Program Catalog
19th Annual Sophisticated Trusts and Estates Law Institute

19th Annual Sophisticated Trusts and Estates Law Institute

Now in its 19th 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.

This program is non-transitional and is suitable for experienced attorneys admitted to the New York Bar for more than two years.

This program offers 5.5 CPE Credits (4.5 Tax, 1.0 Advisory Services–Business Law).

Thank You to our Sponsors!

Start Date:

November 8, 2023

Start Time:

8:30 AM

End Time:

5:00 PM

Areas Of Professional Practice Credit(s):

Ethics and Professionalism Credit(s):

Total Credit(s):

Region:

New York City
Virtual Participation

Address:

Katten Muchin Rosenman, LLP
50 Rockefeller Plaza
New York, NY 10020

Agenda

Agenda

8:30 a.m. – 9:00 a.m.

Registration/Continental Breakfast

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 2023 Federal Developments

Sanford J. Schlesinger, Esq.

Schlesinger Lazetera & Auchincloss LLP

New York, NY

1.5 MCLE Credits - Areas of Professional Practice

1.5 CPE Credits (Tax)

10:25 a.m. – 11:15 a.m.

Charitable Planning Update

Lawrence P. Katzenstein, Esq.

Thompson Coburn LLP

Saint Louis, MO

1.0 MCLE Credit - Areas of Professional Practice

1.0 CPE Credit (Tax)

11:15 a.m. – 11:30 a.m.

Break

11:30 a.m. – 12:45 p.m.

Litigation Update

Gary B. Freidman, Esq.

Greenfield Stein & Senior LLP

New York, NY

1.5 MCLE Credits - Areas of Professional Practice

No CPE Credit

12:45 p.m. – 2:00 p.m.

Luncheon Speaker – Ethical Issues in Trusts and Estates

(Speaker – 50 minutes)

William T. Hennessey, Esq.

Gunster, Yoakley & Stewart, P.A.

West Palm Beach, FL

1.0 MCLE Credit - Ethics

No CPE Credit

2:00 p.m. – 2:50 p.m.

Maximizing Annual Exclusion Planning

Paulina Mejia, Esq.

Fiduciary Trust Company International

New York, NY

Marissa Dungey, Esq.

Dungey Dougherty PLLC

Greenwich, CT

Lisa G. Page, Esq.

Dungey Dougherty PLLC

Greenwich, CT

1.0 MCLE Credit - Areas of Professional Practice

1.0 CPE Credit - (Tax)

2:50 p.m. – 3:40 p.m.

Insurance Update

Lawrence Brody, Esq.

Harrison, LLP

St. Louis, MO

1.0 MCLE Credit - Areas of Professional Practice

1.0 CPE Credit - (Advisory Services-Business Law)

3:40 p.m. – 3:55 p.m.

Break

3:55 p.m. – 4:45 p.m.

Modern Forms of Parentage and Their Impact on Class Gifts

Laura M. Twomey, Esq.

Simpson Thacher & Bartlet, LLP

New York, NY

1.0 MCLE Credit - Areas of Professional Practice

1.0 CPE Credit (Tax)

4:45 p.m. – 5:00 p.m.

Question & Answer

5:00 p.m.

Adjournment

Program Faculty

Joshua S. Rubenstein, Esq., Program Chair, Katten Muchin Rosenman, LLP
Lawrence Brody, Esq., Harrison, LLP
Marissa Dungey, Esq., Dungey Dougherty PLLC
Gary B. Freidman, Esq., Greenfield Stein & Senior LLP
William T. Hennessey, Esq., Gunster
Lawrence P. Katzenstein, Esq., Thompson Coburn LLP
Paulina Mejia, Esq., Fiduciary Trust Company International
Lisa G. Page, Esq., Dungey Dougherty PLLC
Sanford J. Schlesinger, Esq., Schlesinger Lazetera & Auchincloss LLP
Laura M. Twomey, Esq., Simpson Thacher & Bartlett LLP

Format:

Hybrid

Product Code:

0NF94

Section Member Price: $650.00

NYSBA Member Price: $695.00 Join (or renew) for special member pricing

Non-Member Price: $895.00

Sponsoring Committee Group

Trusts & Estates Law Section
Committee on Continuing Legal Education