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!
- November 8, 2023
- 8:30 AM
- 5:00 PM
- 7.0
- 1.0
- 8.0
- New York City
- Virtual Participation
- Katten Muchin Rosenman, LLP
50 Rockefeller Plaza
New York, NY 10020
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
- 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
- Hybrid
- 0NF94
- Trusts & Estates Law Section
- Committee on Continuing Legal Education

