22nd Annual Sophisticated Trusts and Estates Law Institute

In November 2026, the annual Sophisticated Trusts and Estates Law Institute will return in a new two-day format, featuring a distinguished faculty of national and international authorities. The program will address key issues and the latest developments across all aspects of domestic and international trusts and estates planning, administration, and litigation. It is designed for trusts and estates practitioners, in-house counsel representing family offices and financial institutions, as well as bankers, trust officers, accountants, and financial planners. The first day will focus on domestic topics, and the second day will be dedicated to international matters.

Joshua S. Rubenstein, Partner and Global Chair of the Private Wealth Department at Katten Muchin Rosenman LLP in New York City, will once again serve as Chair of the program. Since the Institute’s inception, Mr. Rubenstein has led the program and annually convenes a distinguished panel of national and international experts for this highly regarded event.

Wednesday, November 18 | Domestic Topics

• Estate Planning Update – Review of 2026 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

Thursday, November 19 | International Topics

• U.S Taxation of Foreign Trusts – What You Need to Know
• Is the Grass Greener Here? — Pre-Immigration Planning
• Is the Grass Greener Elsewhere? Moving Assets, Moving Yourself and Expatriating
• Competing for Wealth — Favorable Foreign Tax Regimes
• Stranger Things — Creation of Foreign Trusts in the U.S.
• Oops, I Did It Again — Ability to Amend Foreign Trusts
• Stranger in a Strange Land — Foreign Property Regimes

View Program Agenda

Program Faculty

• Joshua S. Rubenstein, Katten Muchin Rosenman, LLP, New York, NY
• David Pratt, McDermott Will & Schulte, 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 International, New York, NY
• Brian Conboy, Fiduciary Trust International, New York, NY
• Todd Steinberg, Loeb and Loeb, Baltimore
• William P. LaPiana, Professor, New York Law School, New York, NY
• Kathryn von Matthiessen, Katten Muchin Rosenman, NY
• Dina Kapur Sana, Day Pitney, NY
• Elena Scemama, Henley & Partners USA INC
• Vanessa Tollis, Gide Loyrette Nouel LLP, New York, NY
• Manon Prestigio, Gide Loyrette Nouel LLP, New York, NY
• Alessandro Bavila, Maisto e Associati, Milan
• Hanna Brozzo, Baer & Karrer, Zurich
• Nuno Cunha Barnabe, Abreu, Lisbon
• David Warren, Bridgeford Trust, SD
• Roberto Viceconte, Eisner Amper, NY
• Jeffrey Elkinson, Bermuda 
• Gilead Cooper KC, Wilberforce Chambers, London
• Dr. Christian von Oertzen, FGS, Frankfurt
• Line-Alexa Glotin, UGGC, Paris

Registration Fees

• NYSBA Trusts and Estates Law or International Section Member: $1,495
• NYSBA Member: $1,595
• Non-Member: $2,295

Register online or by phone 

• Online – You must have a NYSBA account set up to register online. If you do not have one, you will need to create one.
• By Phone – Call the NYSBA Member Resource Center at 800-582-2452.

Program Registration Cancellation Policy

• 100% refund for cancellations received before close of business November 6, 2026.
• 50% refund for cancellations received November 7, 2026 – November 13, 2026
• No refund for cancellations received after November 13, 2026.

Hotel Accommodations

• Room block: A limited number of rooms are available at the Martinique New York on Broadway.
• Discounted rate: $399
• Room block cut-off date / cancellation date: Tuesday, October 27, 2026
• Check-in: 4:00 p.m. Check-out: 11:00 a.m.
• Booking link: https://www.hilton.com/en/book/reservation/deeplink/?ctyhocn=NYCCUQQ&groupCode=90Y&arrivaldate=2026-11-17&departuredate=2026-11-19&cid=OM,WW,HILTONLINK,EN,DirectLink&fromId=HILTONLINKDIRECT
• To book by phone: Call (877) 604-1237 and mention: New York State Bar Association OR Group Code 90Y

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Interested in being a Sponsor for this premiere event?  Contact Tara Lana at tlana@nysba.org for more information and to request the Sponsorship Packet.

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Check back here often for updated information!

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Thank You to our Sponsors!

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