20th Annual Trusts and Estates Conference
Friday, November 3, 2023
20th Annual
Trusts &
Estates
CONFERENCE
Ethics for Breakfast:
Ethical Considerations of a Modern Legal Practice
was held on:
Friday, November 3, 2023
The Association of the Bar of the City of New York
42 West 44th Street, New York, NY 10036
Details
- Program begins at 8:15 AM with Continental Breakfast
- Those attending can receive up to 2.0 Credit hours in the area of Ethics
- THIS CONFERENCE HAS BEEN DEVELOPED BY THE PROFESSIONAL ADVISORS COUNCIL OF THE CALVARY FUND OF CALVARY HOSPITAL
- Please call 718-518-2285 or email calvaryevents@calvaryhospital.org for more information.
Under New York’s CLE Rules, application for accreditation of this program for 2.0 credits in the area of Ethics and Professionalism is currently pending.
The course is appropriate for both newly admitted and experienced lawyers.
Program
8:15 a.m.
Continental Breakfast
8:45 a.m
Introductory Remarks
Christopher P. Comfort, MD
President & CEO, Calvary Hospital
Erin Gilmore Smith, Esq.
CONFERENCE CO-CHAIR
Director of Estate Planning, Edelman Financial Engines
Member, Calvary Professional Advisors Council
Michael J.A. Smith
Chair, Calvary Professional Advisors
Vice Chair, Calvary Fund Board
Fiduciary Consultant
8:50 a.m.
Panel Presentation
MODERATOR
The Honorable Hilary Gingold
New York County Surrogate
PANELISTS
Matthew D. Dunn, Esq.
Partner, Carter Leyard & Milburn, LLP
Michael J. Greenberg, Esq.
Michael J. Greenberg, PC
Member, Calvary Professional Advisors Council
Tyler Maulsby, Esq.
Partner, Frankfurt Kurnit Klein & Selz, PC
9:50 a.m.
Break
10:00 a.m.
Panel Presentation Resumes
10:50 a.m.
Closing Remarks
Leah D. Hokenson, Esq.
CONFERENCE CO-CHAIR
Managing Director, Baldwin Brothers LLC
Member, Calvary Professional Advisors Council