Trusts & Estates Law Section Fall Meeting (2020)

Program Topics

• Community Property: What Happens When Your Clients Acquire Assets in Community Property Jurisdictions
• Planning for Retirement Assets under the SECURE Act 
• Generation-Skipping Trust Planning Opportunities in 2020
• It's My First Rodeo – Initial Meetings with Clients in Probate and Trust Proceedings 
• Wealth Transfer Planning with Carried Interests in Funds
• Navigating the Dangerous Intersection of Powers of Appointment and Asset Protection Planning
• Planning to Avoid Closely-held Business Disputes 
• Virtual Representation: The “Other” VR

Speakers

John R. Strohmeyer, Esq., Strohmeyer Law PLLC

Toni Ann Kruse, Esq., McDermott Will & Emery LLP

Prof. David A. Pratt, Albany Law School

Thomas J. Collura, Esq., Hodgson Russ LLP

Patricia J. Shevy, Esq., The Shevy Law Firm, LLC

Austin W. Bramwell, Esq., Austin Bramwell Household

Robert M. Harper, Esq., Farrell Fritz, P.C.

Sean M. Imfeld, Esq., Milbank Tweed Hadley & McCloy LLP

Eric W. Penzer, Esq., Farrell Fritz, P.C.

N. Todd Angkatavanich, Esq., Ernst & Young LLP

Daniel S. Rubin, Esq., Moses & Singer LLP

Hon. Sara W. McGinty, Ulster County Surrogate's Court

Gary B. Freidman, Esq., Greenfield Stein & Senior, LLP