20th Annual Sophisticated Trusts and Estates Law Institute

Now in its 20th 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.

Topics include:

• Estate Planning Update – Review of 2024 Federal Developments
• State of the States
• Litigation Update
• Ethical Issues in Trusts and Estates
• Fiduciary Best Practices: Managing Conflicts through Best Practices in Trust & Estate Administration
• Insurance Update
• Developments in Modern Parentage

Faculty:

• Joshua S. Rubenstein, Esq. | Katten Muchin Rosenman, LLP
• Sanford J. Schlesinger, Esq. | Schlesinger Lazetera & Auchincloss LLP
• Sharon L. Klein, Esq. | Wilmington Trust Company
• Charles T. Scott, Esq. | Greenfield Stein & Senior LLP
• William T. Hennessey, Esq. | Gunster, Yoakley & Stewart, P.A.
• Paulina Mejia, Esq. | Fiduciary Trust Company International
• Brian Conboy, Esq. | Fiduciary Trust Company International
• Kim Rescorla, Esq. | Fiduciary Trust Company International
• Lawrence Brody, Esq. | Harrison, LLP (Mr. Brody will be presenting via Zoom)
• Prof. William P. LaPiana | New York Law School

This program offers:

• 8.0 MCLE Credits (7.0 Areas of Professional Practice, 1.0 Ethics)
• 4.5 CPE Credits (1.5 Taxation, 1.0 Advisory Services – Business; 1.0 Advisory Services – Finance; 1.0 Advisory Services – Social Environment of Business)

This program is transitional and is suitable for all attorneys, including newly admitted.

The program will be held at Katten Muchin Rosenman, LLP, 50 Rockefeller Plaza, 5th Floor, New York, NY.

PLEASE NOTE

Registration for this program will close on Monday, November 18 at 3:00 p.m. You must register before then if you plan on attending. No walk-ins or additional registrations will be allowed.

CANCELLATION POLICY

Cancellations received more than 10 days from the scheduled event date……….. 100% refund

Cancellations received between 1-10 days from the scheduled event date………. 50% refund

Cancellations received day of or after the scheduled event date……………………. No refund