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Trusts And Estates Law Section Spring 2023 Meeting

Trusts And Estates Law Section Spring 2023 Meeting


—> This page provides the CLE program agenda and faculty listing information. Additional details about the entire meeting are available at this link:

Join us at the Fontainebleau in Miami Beach for our Spring Meeting! We are looking forward to seeing everyone in the warm sunshine! Situated on oceanfront Collins Avenue in the heart of Millionaire's Row, Fontainebleau Miami Beach is one of the most historically and architecturally significant hotels on Miami Beach, Florida. Its iconic design is a spectacular blend of Miami’s glamorous golden era and stylish modern luxury. A revered Miami Beach landmark for more than half a century, Morris Lapidus’ emblematic curvilinear building sets a new standard for business and pleasure. The 22-acre oceanfront Miami Beach hotel features signature restaurants by award-winning chefs; two chic nightlife venues; a two-story spa, a virtually endless poolscape, miles of pristine beach and state-of-the-art conference and event facilities. 

When: Thursday, April 27 – Sunday, April 30, 2023

Where: Fontainebleau Miami Beach, 4441 Collins Avenue, Miami Beach, FL 33140

Please note: The cutoff for reservations is Saturday, April 1, 2023 at 5:00pm. 

We have reserved a room block at the Fontainebleau Miami Beach. Room rates are: $419 (single/double); $449 (triple); $479 (quad) (all plus taxes and fees).  To book online, go to or you can call 1-800-548-8886 (group reservations press option) referencing the Trusts and Estates (T&E) Section Spring Meeting. Please note: The Fontainebleau has advised that April 25 & 26 are going to sell out. If you plan on booking a room for those dates, you may not be able to make your reservation via the passkey link above – you will have to call the hotel directly to reserve those dates. Any further questions can be directed to [email protected].


Friday April 28 & Saturday April 29. Topics include:

  • The Many Benefits of Financial Modeling in the Estate Planning Process
  • Planning with Artwork
  • Managing Data Privacy Compliance in a Trusts and Estates Practice
  • Planning With Life Insurance
  • The Importance of Working with Local Counsel
  • Love, Marriage, and Estate Planning
  • Working with Corporate Counsel
  • Working with Elder Law Attorneys

7.0 MCLE Credits in Areas of Professional Practice, 1.0 in Cybersecurity, Privacy and Data Protection – General Credit

Please note: In addition to the topics listed, there is also an optional session on Friday morning:

Breakfast with the Surrogates: Using Expert Witnesses in Surrogate’s Court

Please note there is an additional fee to attend this session, and you must pre-register. Session offers 1.0 MCLE credit.


Early Bird (through March 15, 2023)

$805 T&E Section member / $955 NYSBA member / $1,205 NYSBA Non-member / $525 Guest

After March 15, 2023

$850 T&E Section member / $1,000 NYSBA member / $1,250 NYSBA Non-member / $575 Guest

Fees include: Thursday Welcome reception (Sea Green Lawn); CLE program & materials; Friday breakfast, coffee break, reception & dinner (Upper La Cote South); Saturday breakfast, coffee break).

Guest fee includes: All of the above except the CLE program & materials.

Saturday dinner cruise on the Venetian Lady is an additional fee of $125 per person (pre-registration required – limited availability)

Cancellation Policy 

  • Cancellations received more than 10 days from the scheduled event date — 100% refund
  • Cancellations received between 1-10 days from the scheduled event date — 50% refund
  • Cancellations received day of or after the scheduled event date — No refund

Thank You to our Sponsors!

Gold Sponsor and Friday Night Dinner Sponsor

Silver Sponsor

Bronze Sponsors

Exhibitor & Mid-Morning Coffee Break Sponsor


Friday Night Dinner Sponsor

Start Date:
  • April 27, 2023
End Date:
  • April 30, 2023
Start Time:
  • 8:00 AM
End Time:
  • 1:00 PM
Areas Of Professional Practice Credit(s):
  • 7.0
Cybersecurity, Privacy and Data Protection – General Credit(s):
  • 1.0
Total Credit(s):
  • 8.0
  • Outside NYS
  • Fontainebleau Miami Beach
    4441 Collins Avenue
    Miami Beach, FL 33140
  • In-Person
Product Code:
  • TRUSSP23
NYSBA Member Price: $955.00 Join (or renew) for special member pricing
Non-Member Price: $1,205.00
Sponsoring Committee Group
  • Trusts & Estates Law Section
  • Committee on Continuing Legal Education