Trusts and Estates Law Section 2023 Fall Meeting

CLE Programs
Program Catalog
Trusts and Estates Law Section 2023 Fall Meeting

The Trusts & Estates Law Section invites you to join them this Fall from September 28- September 30, 2023 at the High Peaks Resort in Lake Placid, NY!

Lake Placid is an opportunity to enjoy fresh mountain air and amazing views. Lakeside restaurants offer views of paddlers and swimmers enjoying Mirror Lake. For everyone from families to couples, adventurers to those looking to relax, there are opportunities to spend time outside. There's a reason why it’s ranked as one of the 100 Most Loved Destinations Around the World!

To make your reservation call High Peaks Resort 518-523-4411 and mention you are with the NYSBA Trusts & Estates Law Section Fall Meeting Room Rate is $229. Room Block ends Tuesday, September, 12th.

What will I get from participating?

The Trusts & Estates Law Section Fall Meeting offers participants the opportunities to:

• Attend the program with faculty foremost in their field who will address the wide array of issues important to Trusts & Estates attorneys.

• Exchange ideas and strategies with other professionals on an informal basis.

• Meet and network with key Trusts & Estates Law Section attorneys.

Topics for the Meeting will Include:

Drafting for Incapacitation of Fiduciary or Beneficiary and Ethical Issues of Dealing with Incapacitation of a Fiduciary or Beneficiary
Drafting Operating Agreements – Importance in general, use of Powell provisions, use of testamentary provisions and resulting disputes/litigation
Using Disclaimers – overview of drafting disclaimer trusts; funding of credit shelter trusts with formula clauses; post-death problem solving such as avoiding right of election proceedings, etc.
Integrating Family into Estate Planning
Considerations in Structuring Settlement Agreements
Tax Implications and Other Consequences of Settlement Agreements
Court methods to correct drafting issues: Reformation, Construction, Decanting, Cy Pres

Conference Registration Rates :

Trusts & Estates Law Section Member:

$725 Early Bird before September, 4 $825 after Early Bird

NYSBA Member/Non-Trusts & Estates Law Section Member: $825 Early Bird before 9/4 $925 after Early Bird

Non NYSBA Member: $1,050

Guests: $400

Note:

Registration costs include breakfasts, coffee breaks, 7.0 MCLE credits of programming, and the following evening events: Thursday Welcome Reception, Friday Reception and Dinner at the Olympic Museum.

Add-ons:

1)Golf Outing at Whiteface Lodge-$125

Thursday, September 28

6:00 p.m.- 7:30 p.m. Welcome Cocktail Reception- High Peaks Resort

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Friday, September 29

8:00 a.m. – 9:00 a.m. Registration

9:00 a.m. – 9:10 a.m. Welcoming Remarks

9:10 a.m. – 10:00 a.m. Drafting for Incapacitation of Fiduciary or Beneficiary and Ethical Issues of Dealing with Incapacitation of a Fiduciary or Beneficiary

1.0 Credit in Ethics

Panelist

Patricia J Shevy, Esq.

The Shevy Law Firm LLC

Albany, NY

Emma K. Pletenycky, Esq.

Day Pitney LLP

New York, NY

10:00 a.m. – 10:50 a.m. Effective Gift and Estate Tax Planning With Maximum Permissible Retained Powers

Transfer tax planning would be easy if clients were willing to “just give it away,” but human nature is such that most clients demand a more nuanced approach to their transfer tax planning, whereby they’ve retained the maximum permissible amount of control and enjoyment. This presentation will examine what powers and rights can permissibly be retained by the donor without unnecessarily exposing the transferred property to creditors, and without causing the transferred property to later be taxed as a part of the donor’s estate.”

1.0 Credit in Skills

Panelist

Dan Rubin, Esq.

Farrell Fritz, P.C.

New York, NY

10:50 a.m. – 11:10 a.m. Break

11:10 a.m.- 12:00 p.m. Using Disclaimers – overview of drafting disclaimer trusts; funding of credit shelter trusts with formula clauses; post-death problem solving such as avoiding right of election proceedings

1.0 Credit in Skills

Panelists

Holly A. Beecher, Esq.

Phillips Lytle LLP

Buffalo, NY

Benjamin S. Cranston, Esq.

Phillips Lytle LLP

Buffalo, NY

12:00 p.m. Adjourn

1:00 p.m. Golf Tournament at Whiteface Golf Club- Registration Required, first tee time is at 1:11 p.m.

7:00 p.m. – 10:30 p.m. Cocktail Reception & Dinner at the Olympic Museum

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Saturday, September 30

8:00 a.m. – 9:00 a.m. Registration

9:00 a.m. – 9:10 a.m. Welcoming Remarks

9:10 a.m. – 10:00 a.m. Ensuring Client Legacy by Rethinking the Estate Planning Process

An overview of the ways that traditional estate planning can fail clients’ legacy goals, and best practices for how we as planners can help mitigate these risks and set them up for more success by integrating their families into the estate planning process.

Panelist

Alvina Hoi Yee Lo, Esq.

Wilmington Trust

New York, NY

1.0 Credit in Areas of Professional Practice

10:00 a.m. – 10:50 a.m. Considerations in Structuring Settlement Agreements

1.0 Credit in Areas of Professional Practice

Panelists

Brian Corrigan, Esq.

Farrell Fritz, P.C.

Uniondale, NY

Toni Ann Kruse, Esq.