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18th Annual Virtual Trusts and Estates Conference

Thursday, December 16, 2021

CALVARY HOSPITAL
Held its

18th Annual

————VIRTUAL————

Trusts &
Estates

CONFERENCE

Ethics for Breakfast:
THE BEST LAID PLANS OF MICE AND MEN

Ethical Considerations in Representing the Charitably-Inclined Client

on Thursday, December 16, 2021

Registration is closed for this event.

Course Materials

18th Annual Virtual Trusts and Estates Conference
Thursday, December 16, 2021

Course Materials: Download Ethics for Breakfast Course Materials

The Calvary staff will email all registered attendees the Attorney Affirmation Form and Program Evaluation Form found in the course materials after the conference concludes.
Please email calvaryevents@calvaryhospital.org with any questions or concerns.

Details

  • Program begins at 10:00 a.m.
  • 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 718-518-2000, Ext. 2689 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.

R.S.V.P. by December 13, 2021 online by 5 P.M.

Conference Co-Chairs

Leah D. Hokenson, Esq.
Baldwin Brothers

Gerard F. Joyce, Esq.
Fiduciary Trust International

Erin Gilmore Smith, Esq.
Bank of America Private Bank

Moderator

Hon. Nora S. Anderson
Surrogate
New York County Surrogate’s Court

Panelists

John Sare, Esq.
Partner
Patterson Belknap Webb & Tyler LLP

James Sheehan, Esq.
Chief, Charities Bureau
Office of New York Attorney General

Conrad Teitell, Esq.
Principal
Cummings & Lockwood LLC

Jordan S. Weitberg, Esq.
Principal
Bressler, Amery & Ross, P.C.

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