17th Annual Sophisticated Trusts And Estates Law Institute

*This advanced-level non-transitional course has been approved for MCLE credit in New York for all attorneys, except those who are newly admitted (less than 24 months).

Program Agenda 

Agenda Topics

•  Estate Planning Update – Review of 2019 Federal Developments
•  Electronic Wills
•  Anatomy of a Trust Contest
•  Asset Protection – Hot Topics
•  Recent Developments in Trusts & Estates 
•  Charitable Planning Update

Institute Chair

Joshua S. Rubenstein, Esq. | Katten Muchin Rosenman | New York

Program Faculty

Scott Ditman, CPA | Berdon LLP, New York

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

Lawrence Katzenstein, Esq. | Thompson Coburn LLP, Saint Louis

William P. LaPiana, Esq. | New York Law School, New York

Mark Osborne, Esq. | Osborne, Helman, Knebel & Deleery LLP, Austin

Hon. C. Raymond Radigan | Ruskin Mosou & Faltischek PC, Uniondale

Frank T. Santoro | Farrell Fritz, PC, Uniondale

Sanford J. Schlesinger, Esq. | Schlesinger Lazetera & Auchincloss LLP, New York

Hon. Vincent W. Versaci | Schenectady County Surrogate's Court, Schenectady