19th Annual Trusts and Estates Conference

Wednesday, December 14, 2022

CALVARY HOSPITAL
Invites you to attend our

19th Annual

Trusts &
Estates

CONFERENCE

Ethics for Breakfast:

Ethical Considerations of the Attorney-Client Privilege

on Wednesday, December 14, 2022

The Association of the Bar of the City of New York
42 West 44th Street, New York, NY 10036

Registration for this event is now closed.

Coffee Break Sponsor

Course Materials Sponsor

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 718-518-2689 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.

RSVP by December 8, 2022

Calvary Proudly Recognizes Our Corporate Partners

SPONSORS
Brown Brothers Harriman Trust Company, N.A.
Empire Valuation Consultants
Evercore Wealth Management, LLC and Evercore Trust Company, N.A.
Fiduciary Trust International
Heritage Auctions
MPI Business Valuation & Advisory

FRIENDS
Appraisers and Planners Inc.
Christie’s
Ernst & Young LLP
Sotheby’s

Program

8:15 a.m.

Continental Breakfast

8:45 a.m

Introductory Remarks
Leah D. Hokenson, Esq.
Conference Co-Chair
Managing Director, Baldwin Brothers LLC
Member, Calvary Professional Advisors Council

Welcome
Frank A. Calamari
President & CEO, Calvary Hospital

8:50 a.m.

Panel Presentation

MODERATOR
Michael J. A. Smith
Chair, Calvary Professional Advisors Council
Vice Chair, Calvary Fund Board
Fiduciary Consultant

PANELISTS
Devika Kewalramani, Esq.
Partner, Moses Singer

Frank T. Santoro, Esq.
Partner, Farrell Fritz, P.C.

Joseph P. Scorese, Esq.
Member, Sills Cummis & Gross P.C.
Member, Calvary Professional Advisors Council

9:45 a.m.

Break

9:50 a.m.

Panel Presentation Resumes

10:40 a.m.

Remarks
Michael J.A. Smith

10:45 a.m.

Closing Remarks
Erin Gilmore Smith, Esq.
Conference Co-Chair
Director of Estate Planning
Edelman Financial Engines
Member, Calvary Professional Advisors Council