Sections & Committees

Trusts and Estates Law Section

Estate Litigation & Conducting SCPA 1404 Depositions 

Thursday, December 12, 2019 | Melville

Program is from 9:00 a.m. – 5:00 p.m. in all locations

7.5  MCLE Credits: 6.5 Areas of Professional Practice; 1.0 Ethics 

SPONSORS
Trusts & Estates Law Section and the Committee on Continuing Legal Education


www.nysba.org/EstateLitigation2019CLE

TRUSTS & ESTATES MEETING

Wednesday, January 29, 2020
8:50  AM - 12:00 PM
Grand Ballroom East, 3rd Floor
#nysba20

Register for the 2020 Annual Meeting Here or Download the Registration Form Here.

Trusts & Estates in the 21st Century
In a time of social media, cryptocurrency and digital-everything, we will discuss the administration of digital assets and cryptocurrency within trusts and estates as well as litigation of electronic evidence. 


Wednesday, January 29, 2020 | 8:50 a.m. – 12:00 p.m.
New York Hilton Midtown | NYC
3.0 Credits
 3.0 Areas of Professional Practice
This program is transitional and is suitable for all attorneys including those newly admitted.

www.nysba.org/AM2020Trusts 

MCLE Program 
8:50 a.m. - 12:00 p.m. | Grand Ballroom East | Third Floor

Reception and Luncheon
12:00 p.m. - 12:45 p.m. | Reception | Grand Ballroom Foyer
12:45 p.m. - 2:15 p.m. | Luncheon | Grand Ballroom East

Offsite Reception | 6:00 p.m. - 8:00 p.m. 
The Colony Club | 564 Park Avenue | NYC
All attendees must be pre-registered, www.nysba.org/AM20TrustsReception

Agenda
8:50 a.m. – 9:00 a.m. 
Welcome and Introduction: Section Chair: Robert M. Harper, Esq. 
Farrell Fritz, P.C. 
Uniondale, NY          

Program Co-Chair: Paul Allen Duffy, Esq.
Surrogate’s Court of Richmond County 
Staten Island, NY

Program Co-Chair: Patricia J. Shevy, Esq. 
The Shevy Law Firm, LLC
Albany, NY 

9:00 a.m. – 9:30 a.m.          Administration of Digital Assets

Speakers:      Jill Choate Beier, Esq. 
Beier & Associates, PLLC
Lake Placid, NY

 Sean R. Weissbart, Esq. 
Blank Rome LLP
New York, NY
(0.5 Credit in Areas of Professional Practice) 

9:30 a.m. – 10:00 a.m.        Cryptocurrency

Speakers: 
 Sarah Catherine (Katie) Lynagh, Esq. 
Millbank Tweed Hadley & McCloy LLP
New York, NY

 Sarah H. Brennan, Esq. 
Lippes Mathias Wexler Friedman LLP
Buffalo, NY
 (0.5 Credit in Areas of Professional Practice) 

10:00 a.m. – 10:10 a.m.      Break 

10:10 a.m. – 11:10 a.m.      Litigation & Electronic Evidence

 Speakers:      
Angelo M. Grasso, Esq. 
Greenfield Stein & Senior LLP
New York, NY 

 William J. Keniry, Esq. 
Tabner Ryan & Keniry LLP
Albany, NY
(1.0 Credit in Areas of Professional Practice)

11:10 a.m. – 12:00 p.m.    Digital Security for Attorneys

 Speaker:        
Justin Shibayama Herring, Esq. 
Executive Deputy Superintendent, 
NY Department of Financial Services
New York, NY
(1.0 Credit in Areas of Professional Practice)

12:00 p.m.                             Reception

12:45 p.m. – 2:15 p.m.        Luncheon 

Speaker: Suzanne Brown Walsh, Esq. 
Murtha Cullina LLP
Hartford, CT 

6:00 p.m. – 8:00 p.m.          Off-site Reception (Pre-registration required.)   The Colony Club | 564 Park Avenue | NYC

Sponsored by Doyle and Berkshire Hathaway Home Services New York Properties - View Reception Flyer

Section Chair
Robert M. Harper, Esq. | Farrell Fritz P.C. | Uniondale

Program Co-Chairs
Paul Allen Duffy, Esq. | Surrogate's Court of Richmond County | Staten Island
Patricia J. Shevy, Esq. | The Shevy Law Firm, LLC | Albany


Program Faculty
Jill Choate Beier, Esq. | Beier & Associates, PLLC | Lake Placid, NY
Sean R. Weissbart, Esq. | Blank Rome LLP | New York, NY
Sarah Catherine Lynagh, Esq. | Millbank Tweed Hadley & McCloy LLP |New York, NY
Sarah H. Brennan, Esq. | Lippes Mathias Wexler Friedman LLP | Buffalo, NY
Angelo M. Grasso, Esq. | Greenfield Stein & Senior LLP | New York, NY 
William J. Keniry, Esq. | Tabner Ryan & Keniry LLP | Albany, NY
Justin S. Herring, Esq. | New York Dept. of Financial Services | New York, NY 

Trusts & Estates Law Section Executive Committee Meeting 
Wednesday, January 29, 2020 | 2:30 p.m. – 5:00 p.m.
Third Floor | Mercury Ballroom  

IMPORTANT INFORMATION

Under New York’s MCLE rule, this program has been approved for a total of 3.0 credits (3.0 areas of professional practice. This program is transitional and is suitable for NY MCLE credit for both newly-admitted attorneys and experienced attorneys. Further information about the NY CLE Rules is available at www.nycourts.gov/Attorneys/CLE. To receive credit in other jurisdictions, a uniform MCLE certificate can be issued.

Tuition Assistance | Discounts and Scholarships: Any attorney experiencing financial hardship, may apply for tuition assistance to attend this program.  Tuition assistance applies to the educational portion of the program only. Requests for financial assistance must be received via email by Monday, January 6, 2020. For further information, please visit www.nysba.org/AnnualMeetingTuitionAssistance

Accommodations for Persons with Disabilities:  NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O’Brien at cobrien@nysba.org. 

  

For overnight room accommodations, please contact the New York Hilton Midtown at 1-800-445-8667 and identify yourself as a member of the New York State Bar Association.  You can book your room online at www.nysba.org/am2020hotel. The rate will be based on room selection (single/double occupancy) and arrival/departure dates with additional taxes and hotel fees. The discounted rate for January 26th and January 27th is $179 per night. The discounted rate for January 28th through February 1st is $229 per night. Reservations must be made by December 22, 2019. 

For questions about this program, please contact Lisa Bataille, Section Liaison at 518-487-5680 or lbataille@nysba.org. To register by phone, please call the Member Resource Center at 1-800-582-2452.

Register Online | www.nysba.org/AM2020


 



*TRUSTS & ESTATES SECTION LUNCH

Wednesday, January 29, 2020
12:00 PM - 2:00 PM
Grand Ballroom East and Foyer, 3rd Floor
#nysba20

Register for the 2020 Annual Meeting Here or Download the Registration Form Here.
 

Keynote Luncheon Speaker:  
Suzanne Brown Walsh, Esq.

Murtha Cullina LLP | Hartford, CT

    Tickets:  $115 Each/Tables of 10 available for Purchase for $1,150.
    Individual Tickets may be purchased by mail or online.

    To purchase a Table at the Luncheon, download the Luncheon Table Reservation form




    *TRUSTS & ESTATES OFF-SITE RECEPTION

    Wednesday, January 29, 2020
    6:00 PM - 8:00 PM
    Colony Club, 564 Park Avenue at East 62nd Street), NYC
    #nysba20

    REGISTER FOR THE 2020 ANNUAL MEETING HERE OR DOWNLOAD THE REGISTRATION FORM HERE.

    PRE REGISTRATION IS REQUIRED by January 22


    View the Reception Flyer here.

    Questions? Contact Lisa Bataille

    SAVE THE DATES!

    Trust & Estates Law Section
    Spring Meeting 2020


    Thursday, April 30 - Sunday, May 3
    Hotel Van Zandt
    Austin, TX


    Mark your calendar and plan to join us!

    Save the dates!

    Trust & Estates Law Section
    Fall Meeting 2020


    October 1 - 4
    High Peaks Resort | Lake Placid

    Mark your calendar and plan to join us!


    VIEW THE LATEST TRUSTS AND ESTATES LAW SECTION  JOURNAL

    The Trusts and Estates Law Section Journal features peer-written, substantive articles relating to the practice of trusts and estates law on various topics including estate planning, will drafting, tax issues, guardianship, power of attorney, and probates. Recent New York State Decisions, Case Notes—Recent New York State Surrogate's and Supreme Court Decisions, and a Florida Update are featured in each issue. The Trusts and Estates Law Section Journal is published quarterly by the Trusts and Estates Law Section and distributed to Section Members free of charge.

    Read Now