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									   PROGRAM LOCATIONS                                                                                                                                                                                                                                                                            N E W Y O R K S TAT E B A R A S S O C I AT I O N

                                                                                                                                                   Non-Profit Org.

                                                                                                                                                   Permit No. 155
                                                                                                                                                    Albany, N.Y.
                                                                                                                                                    U.S. Postage
   Monday, October 19, 2009                          Tuesday, October 20, 2009

   New York City
   New York’s Hotel Pennsylvania
   401 Seventh Avenue (at 33rd St.)
   New York, NY 10001
                                                     Albany Marriott
                                                     189 Wolf Road
                                                     Albany, NY 12205
                                                                                                      Holiday Inn Rochester Airport
                                                                                                      911 Brooks Avenue
                                                                                                      Rochester, NY 14624
   (212) 736-5000                                    (518) 458-8444                                   (585) 328-6000
                                                     Ramada Inn & Conference Center
                                                     2402 N. Forest Road
                                                     Buffalo, NY 14226-0823
                                                                                                      Sheraton Syracuse University
                                                                                                         Hotel & Conference Center
                                                                                                      801 University Avenue
                                                                                                                                                                                                                                                                                                Practical Skills—
                                                     (716) 636-7500
                                                     Long Island
                                                                                                      Syracuse, NY 13210-0801
                                                                                                      (315) 475-3000                                                                                                                                                                            Introduction to Estate Planning

                                                                                                                                               NEW YORK STATE BAR ASSOCIATION
                                                     Melville Marriott Long Island                    Westchester                                                                                                                                                                               9:00 a.m. – 5:00 p.m.

                                                                                                                                               CONTINUING LEGAL EDUCATION
                                                     1350 Old Walt Whitman Road                       Westchester Marriott
                                                     Melville, NY 11747                               670 White Plains Road                                                                                                                                                                     Monday, October 19, 2009                                   INCLUDES

                                                                                                                                               One Elk Street, Albany, NY 12207
                                                     (631) 423-1600                                   Tarrytown, NY 10591                                                                                                                                                                                                                                  1.0 ethics credit
                                                                                                      (914) 631-2200                                                                                                                                                                            New York City                                 MCLE
   Important Note: If you plan to pre-register within 10 days of the program or register at the door, please call us at                                                                                                                                                                         Tuesday, October 20, 2009
   (800) 582-2452 or in Albany and surrounding area, dial (518) 463-3724, to verify that the program is not sold out or that                                                                                                                                                                    Albany; Buffalo; Long Island;
   the date or location has not been changed. Those who pre-register in advance of the program will automatically be notified
   of any such changes and will receive a full refund up to the day prior to the program, if they cannot attend and notify
                                                                                                                                                                                                                                                                                                Rochester; Syracuse; Westchester
   us of their cancellation. Please pre-register as early as possible.

                                                                                                                                                                                                                                                                                                SPECIAL OFFER FOR NYSBA MEMBERS:
          See our schedule online at
                                                                                                                                                                                                                                                                                                Not a member of the T&E Section yet? Get a FREE Section membership
                                                                                                                                                                                                                                                                                                through December 31, 2010 by attending this program – a $40 value!
   INFORMATION AND POLICIES                                                                                                                                                                                                                                                                     NOTE: Current Section Members NOT Eligible
   Pre-registration Strongly Advised: You can save money and guarantee your seat and course materials by registering early.
   Registrations received or postmarked within 10 days of the event, or at the door, are subject to a higher registration fee. Seating                                                                                                                                          7.5             (see registration page)
   is limited in all locations and registrations are taken on a first-come, first-served basis. If you plan to pre-register within 10 days                                                 PRACTICAL SKILLS—INTRODUCTION TO ESTATE PLANNING                                      MCLE
   of the program or to register at the door, please call the CLE Registrar’s Office at (800) 582-2452 to verify that the program is                                                                                                                                            Credits
   not sold out or that the date or location has not been changed. Pre-registrants are guaranteed a seat and set of course materials,           October 19, 2009 ■ NYC (08214)                                   October 20, 2009 ■ Albany (08211) ■ Buffalo (08212)
   and will automatically be notified if there are any such changes in the date or location of the program.                                     ■ Long Island (08213) ■ Rochester (08215) ■ Syracuse (08216) ■ Westchester (08217)
   Cancellations are easy – full refunds are given: Your full registration fee will be refunded if you give us notice no later than                                                                                 REGISTRATION FORM
   the close of business (4:45 p.m. EST) on the day prior to the date of the program for which you registered. To cancel, write the
   CLE Registrar’s Office at One Elk Street, Albany, New York 12207; or fax (518) 487-5618; or call (800) 582-2452. If you do not              Name ______________________________________________________ Member ID _____________________
   cancel and do not attend the program, a complete set of materials will be forwarded to you in consideration of the registration
   fee. Non-registrants may purchase program materials after the final program date.                                                           Address 1 ___________________________________________________________________________________
   MCLE Credit: This program is acceptable for MCLE credit in New York and many other MCLE jurisdictions. Please see inside of                 Address 2 ___________________________________________________________________________________
   this brochure for details.
   Discounts and Scholarships: NYSBA members may apply for a discount or scholarship to attend this program, based on financial                City _________________________________________ State _________ Zip ____________________________
   hardship. Under that policy, any member of our Association who has a genuine financial hardship may apply in writing, not later than
                                                                                                                                               Business Phone ( ________ )_______________________ Email _____________________________________________
   two working days prior to the program, explaining the basis of his/her hardship, and, if approved, may receive a discount or scholarship,
   depending on the circumstances. For more details, please contact our CLE Registrar’s Office at (800) 582-2452.
                                                                                                                                                                                                   PROGRAM FEES AND METHOD OF PAYMENT
   Non Members - Join the NYSBA and enjoy great discounts on CLE seminars, products, and other valuable NYSBA services. NYSBA
   members can save 30 percent or more over non-members on CLE seminars alone. Join now and take advantage of NYSBA membership                 Early Registration – received or postmarked 10                                      Late Registration – received or postmarked
   discounts throughout the year.                                                                                                              days prior to the date of the session:                                              thereafter, and on-site registration:
   If you wish to join, please contact NYSBA Membership Services at (518) 487-5577 and an application will be sent to you.                     NYSBA Members                                $75                                    NYSBA Members                                          $90
   Tape Recording of NYSBA Seminars is not permitted.                                                                                          Non-Members                                                                  $130   Non-Members                                       $145
            Accommodations for Persons with Disabilities: We will make every reasonable effort to ensure that our programs                     NYSBA Student Members                                                         $40   NYSBA Student Members                                  $55
            are held in locations with barrier-free access for persons with mobility impairments. If you are planning to attend one of our
            programs and need assistance relating to some other type of disability, please contact us sufficiently in advance and let us             ■ YES - I want a FREE T&E Section membership thru 12/31/10.
   know so that we can be prepared to make reasonable accommodations.
                                                                                                                                                                                                                                                              TOTAL $ _________
                                                                                                                                                     (NYSBA members only-Current Section Members NOT Eligible)
                                                                                                                                                                                                                                                               Source Code CL3235
                                                                                                                                               ■ Check or money order enclosed in the amount of $ ____________
                                          7.5 TOTAL CREDITS                                                                                      (Please make checks payable to the New York State Bar Association.)
     4.0 credit hours of professional practice and/or practice management; 2.5 of skills; 1.0 of ethics.
                                                                                                                                               ■ Charge $ ___________ to ■ American Express ■ Discover ■ MasterCard ■ Visa
               This basic-level course has been approved for MCLE credit in New York for all attorneys,
                                   including newly admitted (less than 24 months).                                                             Card Number _________________________________________________________ Exp. Date _____________
    This program has also been approved for MCLE credit by the State Bar of California and the Pennsylvania Continuing
    Legal Education Board for 5.5 credit hours of substantive law and 1.0 credit hour of ethics. All inquiries regarding MCLE credits          Authorized Signature _________________________________________________________________________
    may be directed to (518) 487-5606.
    This course includes 6.5 credit hours for the Continuing Professional Education (CPE) requirements of New York and New
    Jersey CPAs. Sponsor Numbers: New York: 000026; New Jersey: 20CE00099900.
                                                                                                                                                                                                        4 EASY WAYS TO REGISTER
    The New York State Bar Association’s Committee on Continuing Legal Education has been certified by the New York State Continuing                                              Online at                          Mail to:   Registrar’s Office
    Legal Education Board as an accredited provider of continuing legal education in the State of New York.                                                                                                                                       New York State Bar Association                               Co-sponsored by the Trusts and Estates Law Section
    IMPORTANT NOTICE: PARTIAL CREDIT FOR PROGRAM SEGMENTS NOT ALLOWED. Under the New York State Continuing Legal                                                                  Call us at 1.800.582.2452 (U.S. and Canada) or                  One Elk Street, Albany, NY 12207
    Education Board Regulations and Guidelines, attendees at CLE programs cannot receive MCLE credit for a program segment unless they                                            518.463.3724 in the Albany & surrounding area                                                                                 and the Committee on Continuing Legal Education
    are present for the entire segment. Persons who arrive late, depart early, or are absent for any portion of the segment will not receive                                                                                           Fax the order form to 518.487.5618                                                   of the New York State Bar Association
    credit for that segment.

PS Intro to Estate Planning.indd 1                                                                                                                                                                                                                                                                                                                          8/25/2009 11:23:02 AM
   PROGRAM DESCRIPTION                                                                                    4. SELECTED ASPECTS OF FAMILY WEALTH TRANSFER                                                          PROGRAM FACULTY
                                                                                                               A. Tax Implications of Family Wealth Transfer
   This survey of major aspects of estate planning is designed to provide exposure rather than                     1. Federal Estate and Gift Tax: An Overview: a) Property Includable in Decendent’s            Overall Planning Chairs
   in-depth instruction. The first in a sequence of courses offered by the Trusts and Estates Law                      Gross Estate; b) Estate Tax Deductions; c) Estate Tax Credits; d) Gift Tax Exemptions;     Jennifer Weidner, Esq., Harter Secrest & Emery LLP, Rochester
   Section of the New York State Bar Association, this introduction is intended to heighten                           e) Scheduled Phase-out of Estate Tax                                                       Frank W. Streng, Esq., McCarthy Fingar LLP, White Plains
   awareness for the issues confronting an estate planning practitioner.                                           2. New York State Estate Tax
                                                                                                                   3. Generation-Skipping Transfer Tax                                                           Local Panels (listed in alphabetical order)
                                                                                                                   4. Income Taxation in Estate Planning: An Introduction                                        Monday, October 19, 2009
   AGENDA                                                                                                 Speakers: Evelyn M. Capassakis, Esq. (NYC); Thomas J. Collura, Esq. (Albany); TBD                      New York City: Chair: Jonathan J. Rikoon, Esq., Debevoise & Plimpton LLP, New York
                                                                                                          (Buffalo); Morris Sabbagh, Esq. (Long Island); Elizabeth K. Randisi, Esq. (Rochester); Robert          City * Sharon L. Klein, Esq., Fiduciary Trust Company International, New York City * Lisa
   8:30-9:00          REGISTRATION                                                                                                                                                                               K. Friedman, Esq., Law Office of Lisa K. Friedman, New York City * Carole M. Bass, Esq.,
                                                                                                          D. Scolaro, Esq. (Syracuse); Lisa Newfield, Esq. (Westchester)
                                                                                                                                                                                                                 Sonnenshein Nath & Rosenthal LLP, New York City * Douglas H. Evans, Esq., Sullivan &
   9:00-9:50                                                                                              2:20-3:10                                                                                              Cromwell LLP, New York City * Evelyn M. Capassakis, Esq., PricewaterhouseCoopers LLP,
   1. ESTATE PLANNING OVERVIEW                                                                                 B. Testamentary Gifts                                                                             New York City *Joseph M. Samulski, Esq., The Bank of New York Mellon Corporation, New
        A. Use of Checklists in Preparation for an Initial Client Interview                                        1. Pre-Residuary Bequests                                                                     York City * Pamela Ehrenkranz, Esq., Wachtell, Lipton, Rosen & Katz, New York City * Karin
        B. Responsibilities of an Estate Planner                                                                   2. Residuary Bequests                                                                         J. Barkhorn, Esq., Bryan Cave LLP, New York City * Lee Slavutin, MD, CLU, Stern Slavutin-2,
            1. Intervivos Gifts; 2. Non-testamentary Gifts and Assets; 3. Testamentary Assets;                     3. Spousal Right of Election                                                                  Inc., New York City * Stephen J. Krass, Esq., Krass, Snow & Schmutter, P.C., New York City
            4. Collection of Documents and Information from Client                                                 4. Trusts: a) Credit-Shelter Trusts (Tax Avoidance); b) Marital Deduction Planning;
                                                                                                                       c) Q-Tip Trusts; d) Trusts for Minors; e) Supplemental Needs Trusts                       Tuesday, October 20, 2009
        C. Post Mortem Estate Planning: An Introduction                                                                                                                                                          Albany: Chair: Thomas J. Collura, Esq., Tuczinski Cavalier Gilchrist & Collura PC, Albany *
   Speakers: Sharon L. Klein, Esq. (NYC); Susan Carroll Picotte, Esq. (Albany); TBD                                5. Will Drafting Issues
                                                                                                          Speakers: Joseph M. Samulski, Esq. (NYC); Thomas J. Collura, Esq. (Albany); TBD                        Susan Carroll Picotte, Esq., Cooper Erving & Savage LLP, Albany * Patricia J. Shevy, Esq.,
   (Buffalo); Lawrence Mahon, Esq. (Long Island); Jason P. Torres, Esq. (Rochester); Mary C.                                                                                                                     The Shevy Law Firm, LLC, Albany * Paul Macari, Esq., The Martin Law Firm, Troy * Jennifer M.
                                                                                                          (Buffalo); Bill P. Parkas, Esq. (Long Island); Elizabeth K. Randisi, Esq. (Rochester); Alicia S.
   King, Esq. (Syracuse); Katherine A. Lynch, Esq. (Westchester)                                                                                                                                                 Boll, Esq., Tuczinski Cavalier Gilchrist & Collura PC, Albany * Thomas J. Collura, Esq., Tuczinski
                                                                                                          Calagiovanni, Esq. (Syracuse); Karen J. Walsh, Esq. (Westchester)
                                                                                                                                                                                                                 Cavalier Gilchrist & Collura PC, Albany * Deborah S. Kearns, Esq., Albany Law School, Law
   9:50-10:40                                                                                             3:10-3:20         REFRESHMENT BREAK                                                                    Clinic & Justice Center, Albany
        A. Lifetime Planning: An Introduction                                                             3:20-3:50                                                                                              Buffalo: Chair: Lisa J. Allen, Esq., Harris Beach PLLC, Buffalo
        1. Planning for Prospective Disability or Incapacity of a Client                                       C. Intervivos Gifts                                                                               (listed in alphabetical order - topics assignments not yet determined) * Lisa J. Allen, Esq., Harris
            a) Powers of Attorneys: The New Statute and Forms; b) Living Wills; Health Care Proxies               1. Gifts, other than Marital or Charitable Gifts, not Subject to Taxation                      Beach PLLC, Buffalo * Thomas F. Hewner, Esq., Cole, Sorrentino, Hurley, Hewner & Gambino,
                                                                                                                  2. Gifts under a Durable Power of Attorney: An Introduction to Major Gifts Rider to POA Form   P.C., Buffalo * David J. Luzon, Esq., Phillips Lytle LLP, Buffalo * George E. Riedel, Jr., Esq.,
            c) Revocable Trusts; d) “Medicaid” Planning and Asset Transfers
                                                                                                                  3. Irrevocable Trusts: An Introduction                                                         Lipsitz Green Scime Cambria LLP, Buffalo * Bruce D. Reinoso, Esq., Magavern Magavern
        2. Dealing with Disabled or Incapacitated Clients or Minors                                                                                                                                              Grimm LLP, Buffalo * Edward C. Robinson, Esq., Hurwitz & Fine, PC, Buffalo
            a) Article 81 of the Mental Hygiene Law; b) Article 17-A of the Surrogate’s Court                  D. Gifts to Minors
            Procedure Act; c) Article 17 of the Surrogate’s Court Procedure Act                                   1. Outright Gifts under the Uniform Transfers to Minors Act
                                                                                                                                                                                                                 Long Island: Chair: Stephen B. Hand, Esq., Jaspan Schlesinger LLP, Garden City * Lawrence
                                                                                                                  2. Trusts under I.R.C. 2503(c) or (b)
   Speakers: Lisa K. Friedman, Esq. (NYC); Patricia J. Shevy, Esq. (Albany); TBD (Buffalo);                                                                                                                      Mahon, Esq., Mahon, Mahon, Kerins & O’Brien, LLC, Garden City South * Stephen B. Hand,
                                                                                                          Speakers: Pamela Ehrenkranz, Esq. (NYC); Paul Macari, Esq. (Albany); TBD (Buffalo);
   Stephen B. Hand, Esq. (Long Island); Terrence C. Brown-Steiner, Esq. (Rochester);                                                                                                                             Esq., Jaspan Schlesinger LLP, Garden City * Thomas F. Werring, Esq., Franchina & Giordano,
                                                                                                          Eric M. Kramer, Esq. (Long Island); Adam H. Brunner, Esq. (Rochester); Christine Woodcock
   Elizabeth L. Perry, Esq. (Syracuse); Anthony J. Enea, Esq. (Westchester)                                                                                                                                      P.C., Garden City * Christopher J.L. Deziel, Esq., Vishnick McGovern Milizio LLP, Lake Success
                                                                                                          Dettor, Esq. (Syracuse); Denise P. Ward, Esq. (Westchester)
                                                                                                                                                                                                                 * Morris Sabbagh, Esq., Vishnick McGovern Milizio LLP, Lake Success * Bill P. Parkas, Esq.,
   10:40-11:00        COFFEE BREAK                                                                                                                                                                               McCoyd, Parkas & Ronan LLP, Garden City * Eric M. Kramer, Esq., Farrell Fritz PC, Uniondale *
                                                                                                                                                                                                                 Victor M. Finmann, Esq., Cullen & Dykman LLP, Garden City
                                                                                                               E. Charitable Planning
   11:00-11:30                                                                                                     1. Income and Estate and Gift Tax Deductions; 2. Outright Bequests; 3. Use of Trusts:         Rochester: Chair: Stephanie T. Seiffert, Esq., JP Morgan Chase Bank, Rochester * Jason P.
       B. Transfers on Death                                                                                       An Introduction to Split-Interest Techniques                                                  Torres, Esq., Nixon Peabody LLP, Rochester * Terrence C. Brown-Steiner, Esq., Odorisi Law
          1. Wills: a) Forms of Wills; b) Execution of Wills                                              Speakers: Karin J. Barkhorn, Esq. (NYC); Deborah S. Kearns, Esq. (Albany); TBD                         Firm, East Rochester * Elizabeth K. Randisi, Esq., Weinstein Murphy, Rochester * Adam H.
          2. Revocable Trust Agreements: a) Drafting; b) Execution; c) Pour-over Wills; d) Transfer       (Buffalo); Stephen B. Hand, Esq. (Long Island); Adam H. Brunner, Esq. (Rochester); Christine           Brunner, Esq., Boylan, Brown, Code, Vigdor & Wilson, LLP, Rochester
          to Trust                                                                                        Woodcock Dettor, Esq. (Syracuse); Susan Slater-Jansen, Esq. (Westchester)
   Speakers: Carole M. Bass, Esq. (NYC); Paul Macari, Esq. (Albany); TBD (Buffalo);                                                                                                                              Syracuse: Chair: Martin A. Schwab, Esq., Bond, Schoeneck & King, PLLC, Syracuse *
                                                                                                          4:20-4:50                                                                                              Mary C. King, Esq., Hancock & Estabrook, LLP, Syracuse * Elizabeth L. Perry, Esq., Bond,
   Thomas F. Werring, Esq. (Long Island); Terrence C. Brown-Steiner, Esq. (Rochester);                        F. Life Insurance and Other Insurance Issues                                                       Schoeneck & King, PLLC, Syracuse * Morgan R. Thurston, Esq., Onondaga County Department
   Morgan R. Thurston, Esq. (Syracuse); Michael Markhoff, Esq. (Westchester)                                      1. The Irrevocable Life Insurance Trust: a) Tax Issues; b) “Crummy” Trusts and Provisions      of Social Services, Syracuse * Michael E. O’Connor, Esq., DeLaney & O’Connor LLP, Syracuse
                                                                                                                  2. Other Insurance, like Health Care Insurance and Long-Term Care Policies                     * Robert D. Scolaro, Esq., Scolaro Shulman Cohen Fetter & Burstein PC, Syracuse * Alicia
   11:30-12:20                                                                                                G. ERISA and Qualified Plan Benefits                                                               S. Calagiovanni, Esq., Costello, Cooney & Fearon, PLLC, Syracuse * Christine Woodcock
   3. ETHICAL ISSUES                                                                                              1. Due Diligence on client’s plans; 2. Lifetime Planning for Clients: An Introduction;         Dettor, Esq., Green Seifter Attorneys, PLLC, Syracuse * David S. Kimpel, Esq., Ali, Pappas &
       A. New Ethics Code: An Introduction; B. Actual or Potential Conflicts of Interest; C. Letters of           3. Beneficiary Designations                                                                    Cox, P. C., Syracuse
       Engagement and Conflicts of Interest Strategies; D. Legal Fees                                     Speakers: Lee Slavutin, MD, CLU (NYC-Topic F); Stephen J. Krass, Esq. (NYC-Topic
   Speakers: Douglas H. Evans, Esq. (NYC); Jennifer M. Boll, Esq. (Albany); TBD (Buffalo);                G);Deborah S. Kearns, Esq. (Albany); TBD (Buffalo); Victor M. Finmann, Esq. (Long Island);             Westchester: Chair: Charles T. Scott, Esq., Chief Clerk - Surrogate’s Court, White Plains
   Christopher J.L. Deziel, Esq. (Long Island); Terrence C. Brown-Steiner, Esq. (Rochester);              Adam H. Brunner, Esq. (Rochester); David S. Kimpel, Esq. (Syracuse); Susan Slater-Jansen,              * Katherine A. Lynch, Esq., O’Connor, McGuiness, Conte, Doyle & Oleson, White Plains *
                                                                                                          Esq. (Westchester)                                                                                     Anthony J. Enea, Esq., Enea, Scanlan & Sirignano LLP, White Plains * Michael Markhoff,
   Michael E. O’Connor, Esq. (Syracuse); Gary B. Freidman, Esq. (Westchester)
                                                                                                                                                                                                                 Esq., Danziger & Markhoff LLP, White Plains * Gary B. Freidman, Esq., Greenfield Stein &
                                                                                                          4:50-5:00         QUESTION AND ANSWER PERIOD                                                           Senior LLP, New York City * Lisa Newfield, Esq., McCarthy Fingar LLP, White Plains * Karen
   12:20-12:30        QUESTION AND ANSWER PERIOD                                                                                                                                                                 J. Walsh, Esq., Walsh, Amicucci & Pantaleo, LLP, Purchase * Denise P. Ward, Esq., Grean &
                                                                                                          5:00              ADJOURNMENT                                                                          Ward, Port Chester * Susan B. Slater-Jansen, Esq., Kurzman Eisenberg Corbin & Lever, LLP,
   12:30-1:30         LUNCH (ON YOUR OWN)                                                                                                                                                                        White Plains

PS Intro to Estate Planning.indd 2                                                                                                                                                                                                                                                                  8/25/2009 11:23:06 AM

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