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15th Annual Sophisticated Trusts & Estates Institute 2017

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

Total Credits: 8.0 (7.0 Professional Practice, Ethics 1.0)


Now in its 15th year, the Sophisticated Trusts and Estates Law Institute returns with a prestigious national faculty of authorities covering key issues and the latest developments in all aspects of trusts and estates law.


Covered Topics:

• Estate Planning Update – Review of 2017 Federal Developments

• The State of the States – Review of 2017 State Developments

• Planning with Life Insurance

• Pre and Post-Transaction Planning

• A New New York Trust Code

• Charitable Planning Updates

• Portability – When Simplification Becomes Complication

• Litigation Update: Ethical Issues


Institute Chair:

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



David Allen, Esq., Katten Muchin Rosenman, LLP, Chicago, IL

Lawrence Brody, Esq., Bryan Cave, LLP, St. Louis, MO

Gary B. Freidman, Esq., Greenfield Stein & Senior LLP, New York, NY

Benetta P. Jensen, Midwest Wealth Advisor for J.P. Morgan Private Bank, Chicago, IL

Lawrence Katzenstein, Partner, Thompson Coburn LLP, St. Louis, MO

Sharon Klein, President, New York Metropolitan Region, Wilmington Trust, N.A., New York, NY

Hon. C. Raymond Radigan, Of-Counsel, Ruskin Moscou Faltischek, P.C., New York, NY

Sanford J. Schlesinger, Esq., Schlesinger, Gannon & Lazetera, LLP, New York, NY

Barbara A. Sloan, Esq., McLaughlin & Stern, LLP, New York, NY


Non-Member Price: $325.00
Published Date:
  • November 8, 2017
  • Online On-Demand
Product Code:
  • VER14
Areas Of Professional Practice Credit(s):
  • 7.0
Ethics and Professionalism Credit(s):
  • 1.0
Total Credit(s):
  • 8.0