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13th Annual Sophisticated Trust & Estates Insititute (2015)

13th Annual Sophisticated Trust & Estates Insititute (2015)

*This program is not included as part of the All Access Pass package*


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
Published Date:
  • November 15, 2015
  • Online On-Demand
Product Code:
  • VED84
Areas Of Professional Practice Credit(s):
  • 6.5
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 7.5