NY Trusts 101 – Spring 2024

This program will provide the beginner attorney with a clear outline of the uses and structures of the most popular trusts used in Trusts and Estates Practice in New York. Experienced practitioners will focus on providing a fundamental background on nine (9) different trusts. The tax implications of utilizing the trusts in practice will also be reviewed.

9:00 a.m. – 9:05 a.m.

Introductory Remarks

9:05 a.m. – 9:35 a.m.

1. Revocable Trusts

Speaker:

Johanna C. David, Esq.

Forchelli Deegan Terrana LLP

Uniondale, NY

(0.5 MCLE Credit in Areas of Professional Practice)

9:35 a.m. – 10:05 a.m.

2. Irrevocable Trusts

Speaker:

Christina Lamm, Esq.

Makofsy Velente Law Group, P.C.

Garden City, NY

(0.5 MCLE Credit in Areas of Professional Practice)

10:05 a.m. – 10:15 a.m.

Break

10:15 a.m. – 10:45 a.m.

3. Credit Shelter Trusts & Qualified Terminable Interest Trusts

Speaker:

Britt N. Burner, Esq.

Burner Prudenti Law, P.C.

New York, NY

(0.5 MCLE Credit in Areas of Professional Practice)

10:45 a.m. – 11:15 a.m.

4. Supplemental Needs Trusts (First and Third Party)

Speaker:

Tara Anne Pleat, Esq.,

Wilcenski & Pleat PLLC

Clifton Park, NY

(0.5 MCLE Credit in Areas of Professional Practice)

11:15 a.m. – 11:25 a.m.

Break

11:25 a.m. – 11:55 a.m.

5. Generation Skipping Trusts

Speakers:

Karen T. Schiele, Esq.,

Carter Ledyard & Milburn LLP

New York, NY

Alison Powers Herman, Esq.,

Carter Ledyard & Milburn LLP

New York, NY

(0.5 MCLE Credit in Areas of Professional Practice)

11:55 a.m. – 12:25 p.m.

6. Grantor Retained Annuity Trusts & Irrevocable Life Insurance Trusts

Speaker:

Azriel J. Baer, Esq.

Farrell Fritz

Uniondale, NY

(0.5 MCLE Credit in Areas of Professional Practice)

12:25 p.m. – 12:35 p.m.

Break

12:35 p.m. – 1:00 p.m.

Question & Answer Session with Speakers

Moderator:

Julia L. Santo, Esq.

Lamson & Cutner, P.C.

New York, NY