PastIn Person

New York State Bar Association Trusts and Estates Law Section Spring Meeting

by New York State Bar Association

The New York State Bar Association's Trusts and Estates Law Section Spring Meeting is an annual event dedicated to the latest developments in trusts and estates law. Organized by the Trusts and Estates Law Section of the New York State Bar Association, this meeting brings together legal professionals to discuss emerging trends, legislative updates, and best practices in the field.

The conference features a series of presentations and panel discussions covering key topics such as constitutional considerations in state taxation of trusts, practical implications of trust situs, and strategies for determining the tax situs of non-grantor trusts. These sessions are designed to provide attendees with a comprehensive understanding of current issues and challenges in trusts and estates law.

In addition to educational sessions, the event offers networking opportunities, allowing participants to connect with peers, share insights, and discuss collaborative approaches to complex legal matters. Notable speakers, including experienced practitioners and academics, contribute their expertise, enriching the program with diverse perspectives.

This meeting is ideal for attorneys specializing in trusts and estates law, tax professionals, and legal scholars seeking to stay informed about recent developments and enhance their practice. Attendees will gain valuable knowledge and practical tools to navigate the evolving landscape of trusts and estates law effectively.

Speakers(6)

Amy Beller

Attorney at Beller Smith

Amy Beller presented 'Florida Trust Issues for New Yorkers,' discussing Florida trust law considerations relevant to New York practitioners.

Elisa Shevlin Rizzo

Esq.

Elisa Shevlin Rizzo presented 'Minimizing Trustee Risk' at the event.

Michael S. Schwartz

Partner at Curtis, Mallet-Prevost, Colt & Mosle LLP

Michael S. Schwartz presented 'Florida Trust Considerations for the New York Practitioner,' examining unique features of Florida trust law that differ from New York trust law, including annual accounting requirements and the impact of homestead laws on trusts.

Natalia Murphy

Esq.

Natalia Murphy co-presented 'Doing Well by Doing Good: Fiduciary Investing with Purpose' at the event.

Raymond Joseph

Raymond Joseph co-presented 'Doing Well by Doing Good: Fiduciary Investing with Purpose' at the event.

Toni Ann Kruse

Partner at McDermott Will & Emery

Toni Ann Kruse is a Partner at McDermott Will & Emery, specializing in trust and estate planning. She presented 'Constitutional Considerations in the State Taxation of Trusts' at the event.

Event Details

Date
May 18, 2019
Location
🇺🇸 Naples, United States
Naples Grande Beach Resort
Audience
Attorneys specializing in trusts and estates law, tax professionals, and legal scholars.

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