Trusts and Estates Law Section Spring 2023 Meeting

1:00 p.m. – 5:00 p.m.

Registration

2:30 p.m. – 5:00 p.m.

Executive Committee meeting

Flicker 3 – Fourth floor

6:00 p.m. – 7:30 p.m.

Welcome Reception

Sea Green Lawn

7:30 p.m.

Dinner on your own

8:00 a.m. – 1:00 p.m.

Registration

Flicker 1 &2 – Fourth floor

8:00 – 9:00 a.m.

Hot Buffet Breakfast and Exhibitors

Flicker 3 - Fourth floor

Open to all registered attendees including spouses and guests. Grab a bite and visit with our exhibitors. Coffee will be available throughout the morning.

8:00 a.m. – 8:50 a.m.

Optional Session: Breakfast with the Surrogates: Using Expert Witnesses in Surrogate’s Court

Flicker 1 &2 – Fourth floor

In high stakes litigation, parties will often use expert witnesses to opine on a variety of topics, such as a decedent’s capacity and whether investment accounts were prudently managed. Our panel of Surrogate’s Court Judges will discuss what makes an effective expert witness, and how to successfully use expert witnesses at trial.

Please note there is an additional fee to attend this session, and you must pre-register. Session offers 1.0 MCLE credit.

Speaker

Hon. Stephen W. Cass | Chautauqua County Surrogate’s Court Mayville

Hon. Peter J. Kelly | Queens County Surrogate’s Court, Jamaica

Hon. Brandon R. Sall | Westchester County Surrogate’s Court, White Plains

Moderator

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

8:55 a.m. – 12:55 p.m.

General Session

Flicker 1 & 2 – Fourth floor

8:55 a.m. – 9:05 a.m.

NYSBA Welcome

Richard C. Lewis | President, New York State Bar Association; Special Counsel, Hinman Howard & Kattell, LLP, Binghamton

Trusts and Estates Law Section Welcome

9:05 a.m. – 9:10 a.m.

Program Introduction

Catherine B. Eberl | Program Co-Chair; Hodgson Russ, LLP, Buffalo

9:10 a.m. – 10:00 a.m.

The Many Benefits of Financial Modeling in the Estate Planning Process

This presentation will focus on the benefits of using financial modeling as part of the estate planning process. The presentation will include several examples where collaboration with experts who can illustrate the impact of estate planning techniques could result in both expected and unexpected results, potentially altering the way the client and his or her advisor might approach the estate plan.

Speaker

Carrie Galloway, Esq. | J.P. Morgan Private Bank

Brad Dillon, Esq. | UBS

Michael S. Schwartz, Esq. | Day Pitney, LLP, New York City

10:00 a.m. – 10:50 a.m.

Planning with Artwork

Artwork has long been viewed as a unique asset class. In this fire-side chat, we explore some of its features and how clients can best manage and plan for these types of assets, as well as the manner in which T&E lawyers collaborate with auction houses and the myriad other participants of the art world.

Speaker

Amanda A. Rottermund, Esq. | Withers Bergman LLP, New York City

Courtney B. Christensen | Winston Art Group, New York City

10:50 a.m. – 11:05 a.m.

Coffee Break with Exhibitors

Flicker 3 – Fourth floor

11:05 a.m. – 11:15 a.m.

Recap Remarks

11:15 a.m. – 12:05 p.m.

Managing Data Privacy Compliance in a Trusts and Estates Practice

The world of data privacy is a complex web of international, national, and state laws, including HIPPA, the NYS Department of Financial Services’ Cybersecurity Regulations, the California Consumer Privacy Act, and the EU’s General Data Regulation. This presentation will discuss how these laws impact Trusts and Estates practices at firms large and small, and practical ways to comply with these rules and guard client data.

Speaker

Michelle Merola, Esq. | Hodgson Russ LLP, Saratoga Springs

12:05 p.m. – 12:55 p.m.

Planning With Life Insurance

Life insurance plays a prominent role in estate planning and is used to achieve a multitude of goals. This presentation will discuss the collaboration required between the T&E attorney and the insurance agent to meet these goals.

Speaker

Kenneth A. Grossberg, Esq. | Phillips Lytle LLP, Buffalo

1:00 p.m. – 6:00 p.m.

Free Time

6:00 p.m. – 9:00 p.m.

Reception & Dinner

Upper La Cote South (patio above the restaurant)

8:00 a.m. – 8:55 a.m.

Committee Breakfast Meetings

Flicker 3 – Fourth floor

8:00 a.m. – 1:00 p.m.

Registration

Flicker 1 & 2 – Fourth floor

8:00 a.m. – 9:00 a.m.

Continental Breakfast and Exhibitors

Open to all registered attendees including spouses and guests. Grab a bite and visit with our exhibitors. Coffee will be available throughout the morning.

8:55 a.m. – 12:55 p.m.

General Session

Flicker 1 & 2 – Fourth floor

8:55 a.m. – 9:10 a.m.

Program Introductions

Jinsoo J. Ro, Esq. | Program Co-Chair; Allen & Company, New York City

9:10 a.m. – 10:00 a.m.

The Importance of Working with Local Counsel

In this increasingly mobile world, it is common to encounter clients that span multiple jurisdictions. Using examples of clients with connections to both New York and Florida, this presentation will focus on strategies for representing these types of clients and will flag potential pitfalls along the way.

Speaker

Jennifer F. Hillman, Esq. | Rivkin Radler LLP, Uniondale

Elaine M. Bucher, Esq. | Gunster, Boca Raton & West Palm Beach, FL

10:00 a.m. – 10:50 a.m.

Love, Marriage, and Estate Planning

This presentation will focus on the interplay between estate planning and matrimonial law, and the many areas where trusts and estates practitioners and matrimonial attorneys benefit from collaboration. This includes coordinating marital agreements and estate planning documents, conflict considerations when representing married (and divorcing) spouses, elective share planning as well as a variety of other areas of interest.

Speaker

Sean R. Weissbart, Esq. | Blank Rome LLP, New York City

Marilyn B. Chinitz, Esq. | Blank Rome LLP, New York City

Stacia Kroetz, Esq. | Brown Brothers Harriman & Company, New York City

10:50 a.m. – 11:00 a.m.

Coffee Break

Flicker 3 – Fourth floor

11:00 a.m. – 11:15 a.m.

Recap Remarks

11:15 a.m. – 12:05 p.m.

Working with Corporate Counsel

The best-laid plans often go awry. Unfortunately, the same may be true when planning for the transfer and administration of closely held business interests if there is a lack of coordination between the T&E attorney and corporate counsel. This presentation will review the importance of working with corporate counsel to understand how laws and agreements governing various entities may restrict the transfer of legal and economic rights of ownership and/or management, or otherwise conflict with will and trust provisions.

Speaker

Thomas J. Collura, Esq. | Hodgson Russ LLP, Albany

12:05 p.m. – 12:55 p.m.

Working with Elder Law Attorneys

All too often, clients approach their T&E attorney seeking advice on elder care topics when the client is already in declining health. Clients should consider a plan for aging in place and exploring what options may be available to reach that goal. Or you may have clients facing the imminent need for skilled care nursing home and are panicked at what may happen to their life savings. This presentation will discuss working with elder law attorneys who may provide direction and guidance for legal issues facing seniors, including the complex areas of longevity planning, asset protection and Medicaid.

Speaker

Linda S. Grear, Esq. | Pfalzgraf Beinhauer Grear Harris Schuller LLP, Buffalo

12:55 p.m. – 1:00 p.m.

Adjourn – Closing Remarks

Michael S. Schwartz, Esq. | Section Chair; Day Pitney, LLP, New York City

1:00 p.m.

Free time

7:00 p.m. – 11:00 p.m.

Venetian Lady Charter Dinner Cruise

Eden Roc Marina

Please note there is an additional fee to attend the dinner cruise, and you must pre-register. Limited seating available.
Boarding at 7:00pm – Boat departs at 7:30pm

7:00 a.m. – 10:00 a.m.

Checkout

Safe Travels!