Trusts And Estates Law Section Fall 2020 Meeting

calendar icon October 1, 2020 - October 2, 2020

Topics include:

Day One:

  1. Community Property: What Happens When Your Clients Acquire Assets in Community Property Jurisdictions
  2. Planning for Retirement Assets under the SECURE Act
  3. Generation-Skipping Trust Planning Opportunities in 2020
  4. It’s My First Rodeo – Initial Meetings with Clients in Probate and Trust Proceedings (1.0 Skills)

Through mock meetings between attorneys and potential clients, the presenters will discuss interesting issues in probate and trust proceedings, including lost wills, no-contest clauses, fee shifting, the use of expert witness testimony, and many more.


Gary B. Freidman, Esq.,Greenfield Stein & Senior, LLP, New York City

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

Day Two:

  1. Wealth Transfer Planning with Carried Interests in Funds
  2. Navigating the Dangerous Intersection of Powers of Appointment and Asset Protection Planning
  3. Planning to Avoid Closely-held Business Disputes
  4. Virtual Representation: The “Other” VR (1.0 Skills)

To the uninitiated, virtual representation may sound like the latest smartphone app, but SCPA 315, the statute creating this time-saver, is over 50 years old. SCPA 315 creates efficiencies for the parties and the Surrogate’s Court by streamlining jurisdiction over members of a class which vests at a future time. By recognizing common economic interests among diverse generations of interests, SCPA 315 creates a jurisdictional predicate for the efficient administration of complex estates and trusts. This presentation will address the mechanics of SCPA 315, and provide practical guidance for the use of it.


Hon. Sara W. McGinty, Ulster County Surrogate’s Court, Kingston

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

For more information or to register, please click here.