21st Annual Sophisticated Trusts and Estates Law Institute

Check out the video for the 21st Annual Sophisticated Trusts and Estates Law Institute!

Now in its 21st 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:

1. Estate Planning Update – Review of 2025 Federal Developments
2. State of the States
3. Estate Litigation Update
4. Ethical Issues in Trusts and Estates
5. Developments in Modern Parentage
6. Insurance Update
7. Fiduciary Best Practices: Managing Conflicts Through Best Practices in Trust & Estate Administration

FACULTY:

• Joshua S. Rubenstein, Katten Muchin Rosenman, LLP, New York, NY (Moderator)
• David Pratt, McDermott Will & Schulte LLP, Boca Raton, FL
• Sharon L. Klein, Wilmington Trust Company, New York, NY
• Charles T. Scott, Greenfield Stein & Senior LLP, New York, NY
• William T. Hennessey, Gunster, Yoakley & Stewart, P.A., West Palm Beach, FL
• William P. LaPiana, Professor, New York Law School, New York, NY
• Lawrence Brody, Harrison, LLP, St. Louis, MO  (Mr. Brody will be presenting via Zoom)
• Paulina Mejia, Fiduciary Trust Company International, New York, NY
• Brian Conboy, Fiduciary Trust Company International, New York, NY
• Kim Rescorla, Fiduciary Trust Company International, New York, NY

THIS PROGRAM OFFERS:

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

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

PROGRAM LOCATION:

Katten Muchin Rosenman, LLP, 50 Rockefeller Plaza, 5th Floor, New York, NY.

PLEASE NOTE:

Registration for this program will close on Tuesday, 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