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
- 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.
- November 19, 2024
- 8:30 AM
- 5:00 PM
- 7.0
- 1.0
- 8.0
- New York City
- Katten Muchin Rosenman, LLP
50 Rockefeller Plaza
New York, NY 10020
8:30 a.m. – 9:00 a.m.
Registration/Continental Breakfast
9:00 a.m. – 9:10 a.m.
Introduction and Overview
Moderator:
Joshua S. Rubenstein, Esq., Katten Muchin Rosenman, LLP, New York, NY
9:10 a.m. – 10:25 a.m.
1. Estate Planning Update – Review of 2024 Federal Developments
Speaker:
Sanford J. Schlesinger, Esq., Schlesinger Lazetera & Auchincloss LLP, New York, NY
1.5 MCLE Credits (Areas of Professional Practice) | 1.5 CPE Credit (Taxation)
10:25 a.m. – 11:15 a.m.
2. State of the States
Speaker:
Sharon L. Klein, Esq. ,Wilmington Trust Company, New York
1.0 MCLE Credit (Areas of Professional Practice) | 1.0 CPE Credit (Advisory Services – Social Environment of Business)
11:15 a.m. – 11:30 a.m.
Break
11:30 a.m. – 12:45 p.m.
3. Litigation Update
Speaker:
Charles T. Scott, 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
1:10 p.m. – 2:00 p.m.
4. Ethical Issues in Trusts and Estates
Luncheon Speaker:
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.
5. Fiduciary Best Practices: Managing Conflicts through Best Practices in Trust & Estate Administration
Speakers:
Paulina Mejia, Esq., Fiduciary Trust Company International, New York, NY
Brian Conboy, Esq., Fiduciary Trust Company International, New York, NY
Kim Rescorla, Esq., Fiduciary Trust Company International, New York, NY
1.0 MCLE Credit (Areas of Professional Practice) | 1.0 CPE Credit (Advisory Services – Finance)
2:50 p.m. – 3:40 p.m.
6. Insurance Update
Speaker:
Lawrence Brody, Esq., Harrison, LLP, St. Louis, MO
1.0 MCLE Credit (Areas of Professional Practice) | 1.0 CPE Credit (Advisory Services–Business)
3:40 p.m. – 3:55 p.m.
Break
3:55 p.m. – 4:45 p.m.
7. Developments in Modern Parentage
Speaker:
Prof. William P. LaPiana, New York Law School, New York, NY
1.0 MCLE Credit (Areas of Professional Practice) | No CPE Credit
4:45 p.m. – 5:00 p.m.
Question & Answer
5:00 p.m.
Adjournment
- Joshua S. Rubenstein, Esq., Katten Muchin Rosenman LLP
- Sanford J. Schlesinger, Esq., Schlesinger Lazetera & Auchincloss Llp
- Sharon L. Klein, Esq., Wilmington Trust
- Charles T. Scott, Esq., Greenfield Stein & Senior LLP
- William T. Hennessey, Esq., Gunster, Yoakley & Stewart, P.A.
- Paulina Mejia, Esq., Fiduciary Trust Co Int'l
- Brian Conboy, Esq., Fiduciary Trust Company International
- Kim Rescorla, Esq., Fiduciary Trust International
- Lawrence Brody, Esq., Harrison, LLP
- Prof. William P. LaPiana, New York Law School
- In-Person
- 0PD34
- Trusts & Estates Law Section
- Committee on Continuing Legal Education
