Trusts and Estates Law Section 2025 Fall Meeting

As of August 29, 2025 at 1:45 p.m.
Please note that rooms at the Sagamore are no longer available at the discounted group rate, and the hotel is nearing full capacity. We recommend exploring alternative accommodations in the Lake George, Bolton Landing, or Queensbury areas.
Join us for the Trusts and Estates Law Section Fall 2025 Meeting at the iconic Sagamore Resort on Lake George.
8.0 MCLE Credits | Areas of Professional Practice
Family Matters: Litigation and Planning Considerations for the Modern Family
This year’s Trusts and Estates Law Section Fall Meeting—Family Matters: Litigation and Planning Considerations for the Modern Family—offers a dynamic two-day CLE program designed to explore the intersection of family relationships, estate planning, and litigation. Against the stunning backdrop of Lake George at The Sagamore Resort, our distinguished faculty will address complex issues facing today’s trusts and estates practitioners, including planning for second marriages, business succession strategies, prenuptial and postnuptial agreements, legislative updates, and more.
Through a mix of practical guidance, case law insights, and real-world examples, attendees will gain valuable strategies for navigating family dynamics in estate planning, property ownership, and Surrogate’s Court litigation. Sessions will also examine the Uniform Partition of Heirs Property Act, disputes with disinherited relatives, spousal right of election litigation, and perspectives from sitting Surrogates.
Earn 8.0 MCLE credits in Areas of Professional Practice while networking with colleagues and enjoying one of New York’s premier destinations.
View Program Brochure
Accommodations
110 Sagamore Road, Bolton Landing, New York 12813
Guests can make their reservations by visiting:
- Simply click “Book Now” on the upper right-side corner of the screen
- Select your Check-in/Check-out date
- Select Code Type “Group/Block Code”
- Enter Group/Block Code: 2005229
- Click “Check Availability
Or you may call the reservations department directly at 866-385-6221 and identify yourself as being with NYSBA Trusts and Estates Law Event.
Alternative Nearby Accommodations:
Country Inn & Suites by Radisson, Lake George
1130 State Route 9, Queensbury, NY 12804
518.615.5139
Waters Edge Lodge
3654 Lake Shore Drive
Lake George, New Yor 12845
Overall Meeting Agenda
Click Here to view the Full Agenda
Thursday, September 25
12:00 p.m.- 5:00 p.m.- Check in
5:30 p.m.- 7:00 p.m.- Welcome Reception (On site)-Shelving Rock Terrace
Friday, September 26
7:00 a.m.- 1:00 p.m. – Registration
7:00 a.m.- 9:00 a.m.- Breakfast
9:00 a.m. – 12:45 p.m.- General CLE Session
12:45 – 6:00 p.m. – Afternoon on Own
6:00 p.m.- 9:30 p.m.- Reception and Dinner on the Pool Terrace
Saturday, September 27
7:00 a.m.- 1:00 p.m. – Registration
7:00 a.m.- 9:00 a.m.- Breakfast
9:00 a.m. – 12:45 p.m.- General CLE Session
If you are having any trouble registering, please contact our Member Resource Center Team at 800-582-2452, M – F, 8:00 a.m. – 5:30 p.m.
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The cancelation policy is as follows:
Cancellations received more than 30 days from the scheduled event date-100% refund
Cancellations received between 29-11 days from the scheduled event date-75% refund
Cancellations received between 5-10 days from the scheduled event date-50% refund
Cancellations received less than 5 days before the scheduled event date-No refund
Thank You to our Sponsors!
Silver
Speaker's Dinner Sponsor
Bronze
Exhibitors
Program Supporter
Interested in sponsoring? Download a sponsorship form for more information!
- September 25, 2025
- September 27, 2025
- 2:00 PM
- 12:45 PM
- 8.0
- 8.0
- The Sagamore Resort
110 Sagamore Road
Bolton Landing, NY 12814
- David A. Bamdad, Esq., Speaker, Meltzer Lippe Goldstein & Breitstone, LLP
- Jill Choate Beier, Esq., Speaker, Norfolk Beier PLLC
- Jennifer Boll, Esq., Speaker, Harris Beach Murtha
- Michael Calcagni, Esq., Speaker, Morritt Hock & Hamroff LLP
- J. Rochelle Cavanagh, Esq., Speaker, Whiteman Osterman & Hanna LLP
- Kevin H. Cohen, Esq., Speaker, Cohen Soloway & Wooldridge
- David A. Consigli, CPA, ABV, CDFA, Speaker, FAZ Forensics
- Lisa Fenech, Esq., Speaker, Offit Kurman
- Rob Harper, Esq., Speaker, Farrell Fritz, P.C.
- Ross Katz, Esq., Speaker, Schlesinger Lazetera & Auchincloss LLP
- Hon. Timothy P. McElduff, Speaker, Surrogate of Orange County
- Hon. Rosemarie Montalbano, Speaker, Surrogate of Kings County
- Hon. Acea Mosey, Speaker, Surrogate of Erie County
- Matthew J. Nolfo, Esq., Speaker, Matthew Nolfo & Associates
- Hon. Mary Keib Smith, Speaker, Surrogate of Onondaga County
- Michael Zahler, Esq., Speaker, Hodgson Russ
- In-Person
- TRUSFA25
- Trusts & Estates Law Section
- Committee on Continuing Legal Education














