21st Annual Trusts and Estates Conference
Wednesday, October 30, 2024
21st Annual
Trusts &
Estates
CONFERENCE
Ethics for Breakfast:
How to Avoid Becoming a Target in a Will or Trust Contest
Wednesday, October 30, 2024
The Association of the Bar of the City of New York
42 West 44th Street, New York, NY 10036
Online registration for this event is closed. However, there is still space available and we will accept attendees at the door.
For any questions or concerns, please email jdougherty@calvaryhospital.org.
Details
- Program begins at 8:15 AM with Continental Breakfast
- 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 Conference has been developed by the Calvary Professional Advisors Council
- Please email calvaryevents@calvaryhospital.org for more information.
Program
8:15 a.m.
Continental Breakfast
8:45 a.m
Introductory Remarks
Jeffrey Menkes
President & CEO, Calvary Hospital
Erin Gilmore Smith, Esq.
Conference Co-Chair
Director of Estate Planning, Edelman Financial Engines
Vice Chair, Calvary Professional Advisors Council
Frank W. Streng, Esq.
Conference Co-Chair
Partner, McCarthy Fingar LLP
Member, Calvary Professional Advisors Council
Michael J.A. Smith
Fiduciary Consultant
Chair, Calvary Professional Advisors
Vice Chair, Calvary Fund Board
9:00 a.m.
Panel Presentation
MODERATOR
Lisa Barbieri, Esq.
Supervising Court Attorney
New York County Surrogate’s Court
PANELISTS
Irma Nimetz, Esq.
Partner, McCarthy Fingar LLP
Parker Taylor, Esq.
Partner, Katten Muchin Rosenman, LLP
9:50 a.m.
Break
10:00 a.m.
Panel Presentation Resumes
10:50 a.m.
Closing Remarks
Online registration for this event is closed. However, there is still space available and we will accept attendees at the door.
For any questions or concerns, please email jdougherty@calvaryhospital.org.