Introduction to Trust and Estates 2025 (presented by NYU School of Professional Studies) [Day 3]

Joseph P. Scorese is a Member of the Sills Cummis & Gross Tax, Trusts and Estates Practice Group, focusing on complex estate planning and estate and trust administration for high net worth individuals and families in the New York and New Jersey area.

Mitchell A. Drossman is managing director and the national director of wealth planning strategies at U.S. Trust, Bank of America Private Wealth Management, working with individuals, families, closely-held family businesses, family offices and institutions on wealth transfer, business succession, wealth structuring and estate planning.

Margaret ‘Meg’ St. John Meehan focuses her practice on providing estate planning services to high net worth individuals and their families, specializing in minimizing gift, estate, and generation-skipping transfer taxes.

Michelle Orlowski is Managing Director and Head of Estate Administration and Fiduciary Counsel at Bessemer Trust, responsible for managing all estates on which the firm serves as executor or personal representative.

Brad Dillon is a partner on the a16z Perennial team focused on tax, trust, and estate advisory, developing and implementing creative and comprehensive wealth transfer strategies that align with clients’ wishes.

As a Senior Wealth Planner in the New York office, Stacia Kroetz advises families and business owners on matters relating to tax and estate planning, philanthropy, business succession, and the preservation of wealth for future generations.

Mark Taccetta is associated with Brown Brothers Harriman & Co.

Catherine G. Schmidt advises on complex estate and tax planning for high-net-worth individuals and families, entrepreneurs and real estate owners, and on planning for the generation-skipping transfer tax.

Kyle G. Durante concentrates his practice on providing sophisticated counsel to high-net-worth individuals and families in trust and estate matters to create tax-efficient wealth transfer strategies through estate, tax, business succession, and asset protection planning.

Haley Brooke Bybee concentrates her practice on estate planning for high-net-worth families and individuals.

John focuses his practice in the areas of estate planning, business succession planning, charitable giving and asset protection, with clients including private business owners, public company executives, investment fund managers, individual and corporate fiduciaries, and tax-exempt organizations.

Timothy Ferges is Chair of the firm’s Tax, Employee Benefits, Trusts, Estates & Private Clients practice group, concentrating his practice in all areas of trust and estate law, including trust and estate litigation, estate planning, and trust and estate administration.

Jack Meola has 30 years of public accounting experience, providing services to both private and publicly held companies, and directs the firm’s Estate Planning Group handling issues for high net worth individuals, corporations and non-profit organizations.

Kimberly A. DeMaro is counsel in the Personal Representation Department, with a practice involving all aspects of trusts and estates law, including personal and tax-driven estate planning including all types of trusts, private foundations and retirement assets.

Brian L. Miller is a Certified Elder Law Attorney, certified by the National Elder Law Foundation, assisting clients with various aspects of Elder Law, Estate Planning, Estate Administration, Medicaid Planning and Applications, Special Needs Planning, Trust Administration and Guardianships.

Brian D. Conboy is associated with Fiduciary Trust Company International.

Elisa Pickel is associated with Fiduciary Trust Company International.