54th Annual Estate Planning Institute 2023 | Practising Law Institute (PLI) | 10 September 2023 | PLI New York, 1177 Avenue of the Americas Entrance on 45th Street New York, NY USA
Venue
PLI New York
PLI New York, 1177 Avenue of the Americas Entrance on 45th Street New York, NY USA
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| Event Date |
Mon Sep 11 UTC - Tue Sep 12 UTC (over 1 year ago)
In your timezone (EST): Sun Sep 10 8:00pm - Mon Sep 11 8:00pm |
| Location |
PLI New York
1177 Avenue of the Americas Entrance on 45th Street New York, NY USA |
| Region | Americas |
Details
Why You Should Attend
It is considered essential legal training by those engaged in sophisticated estate and tax planning practice. Our faculty not only provide instruction in the foundational elements of estate and tax planning, they expertly guide attendees through important I.R.S. regulatory updates while explaining beneficial tax structures and uniquely successful short- and long-term financial strategies for high net-worth clients. This comprehensive approach by engaging instructors has made this two-day program a staple in successful legal practice for decades.
Among the many exciting features of this year’s program are new segments on the SECURE Act II, grantor trusts, private placement life insurance, fiduciary responsibilities for executors and trustees, surviving spouse considerations, as well as two full segments on ethical issues.
Who Should Attend
Attorneys, financial consultants, and other professionals advising high net worth clients on estate planning including transfer tax matters will benefit from the program.
Speakers
2023 Speakers
CHAIRPERSON:
Sanford J. Schlesinger
Partner, Schlesinger Lazetera & Auchincloss LLP
SPEAKERS:
Robert S. Barnett
Partner, of Capell Barnett Matalon & Schoenfeld
Ross E. Bruch
Senior Wealth Planner, Brown Brothers Harriman & Co.
Shishir R. Ketan
Managing Director, Valuation Advisory, Stout Risius Ross
Sharon L. Klein
President, Family Wealth, Eastern U.S. Region, Head of National Divorce Advisory Practice, Wilmington Trust
Elise J. McGee
Advises, McDermott Will & Emery
Timothy P. Noonan
Member of the Advisory Board, Tax Analysts' Tax Notes State
Amy C. O’Hara
Partner, Littman Krooks
Richard Peck
Independent Philanthropy Consultant, Richard C. Peck Consulting
Joshua S. Rubenstein
National Chair, of the firm's Private Wealth Practice
Elisa Shevlin Rizzo
Managing Director, Head of Family Office Advisory Practice, J.P. Morgan
Yoshimi O. Smith
Co-Founding Partner, Beller Smith, P.L.
Conrad Teitell
Principal, Cummings & Lockwood