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13th Annual Sophisticated Trust & Estates Insititute (2015)

13th Annual Sophisticated Trust & Estates Insititute (2015)

Total MCLE Credits: 7.5, Professional Practice 6.5, Ethics 1.0
Now in its 13th year, the Sophisticated Trusts and Estates Law Institute returns in a new one-day format with a prestigious national faculty of authorities covering key issues and the latest developments in all aspects of trusts and estates law.

A Nationally Prominent Faculty provides updates and expert analysis of all the key topics including:

• Estate Planning Update – Review of 2015 Developments
• The State of the States – Update on Latest Planning Developments
• Planning with Life Insurance
• Asset Protection
• Practice in the Surrogate’s Courts
• Charitable Planning
• Planning for Clients with Diminished Capacity
• Same-Sex Marriage


Joshua S. Rubenstein, National Chair of Trusts and Estates, Katten Muchin Rosenman LLP, New York, New York

Hon. Nora S. Anderson; New York County Surrogate, New York, New York
Lawrence Brody; Partner, Bryan Cave LLP,St. Louis, Missouri
Gary B. Freidman; Partner, Greenfield Stein & Senior LLP, New York, New York
Lawrence Katzenstein; Partner, Thompson Coburn LLP, St. Louis, Missouri

Sharon Klein; Managing Director of Family Office Services & Wealth Strategies Wilmington Trust, N.A., New York, New York
Professor William P. LaPiana; Associate Dean, Rita and Joseph Solomon, Professor of Wills, Trusts, and Estates, Director, Estate Planning Graduate Tax Program New York Law School, New York, New York
Duncan E. Osborne; Managing Partner Osborne, Helman, Knebel & Scott, LLP, Austin, Texas
Eric W. Penzer; Partner, Farrell Fritz, P.C.,Uniondale, New York
Sanford J. Schlesinger; Founding Partner, Schlesinger Gannon & Lazetera LLP, New York, New York


Total Credits: 7.50 | Areas of Professional Practice: 6.50, Ethics: 1.00

Non-Member Price: $595.00
  • Audio CD
Product Code:
  • DED84
Areas Of Professional Practice Credit(s):
  • 6.5
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 7.5