21st Annual Sophisticated Trusts and Estates Law Institute
Now in its 2st 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.
The program will be held at Katten Muchin Rosenman, LLP, 50 Rockefeller Plaza, 5th Floor, New York, NY.
Topics include:
- Estate Planning Update – Review of 2025 Federal Developments
- State of the States
- Estate 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
Moderator:
- Joshua S. Rubenstein, Katten Muchin Rosenman, LLP, New York, NY
Speakers:
- David Pratt, Proskauer, 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
- 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
- Lawrence Brody, Harrison, LLP, St. Louis, MO
- William P. LaPiana, Professor, New York Law School, New York, NY
- November 19, 2025
- 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, Katten Muchin Rosenman, LLP, New York, NY
9:10 a.m. – 10:25 a.m.
1. Estate Planning Update – Review of 2025 Federal Developments
Speaker:
David Pratt, Proskauer, Boca Raton, FL
1.5 MCLE Credits (Areas of Professional Practice)
1.5 CPE Credits (Taxation)
10:25 a.m. – 11:15 a.m.
2. State of the States
Speaker:
Sharon L. Klein, Wilmington Trust Company, New York, NY
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. Estate Litigation Update
Speaker:
Charles T. Scott, Greenfield Stein & Senior LLP, New York, NY
1.5 MCLE Credits (Areas of Professional Practice)
No CPE Credit
12:45 p.m.
Luncheon
1:10 p.m. – 2:00 p.m.
4. Ethical Issues in Trusts and Estates
Speaker:
William T. Hennessey, 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, 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
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, 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:
William P. LaPiana, Professor, 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
- In-Person
- 0PQ81
- Trusts & Estates Law Section
- Committee on Continuing Legal Education
