13th Annual Sophisticated Trust & Estates Insititute (2015)

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

 

 

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