Program Details
2026-07-20 08:25:00
Over 1,000+ webinars
Course Overview
2026-07-20 08:25:00
19.33h CLE Credits
Intermediate
19.33
8:25 am - 9:00 am ESTKathleen Costello, CMP, Assistant Director, NYU School of Professional Studies, New York, NY
Joseph P. Scorese, Esq., Member, Sills Cummis & Gross, Newark, NJ, and New York, NY
Joseph P. Scorese 9:00 am - 10:15 am ESTThis presentation introduces the basic infrastructure of the federal estate tax, the wealth tax that still drives all trust and estate planning. Covered are essential elements of the computation of the tax: the rates and credits, and the impact of the most recent statutes which affect wealth taxation, including relevant current tax law and policy discussions. Specific attention is given to the foundations of what is included in the gross estate, including powers of appointment, life insurance, and transfers with retained interests.
Mitchell Drossman, Esq., Managing Director, National Director of Wealth Strategies, Bank of America Chief Investment Office, New York, NY
Amy E. Zinser, Esq., Director, Wealth Strategies Advisor, Bank of America Chief Investment Office, New York, NY
Mitchell Drossman
Amy E. Zinser 10:15 am - 11:15 am ESTEstate planning for spouses requires an understanding and appreciation of the unlimited marital deduction and how it is used effectively in wills and trusts. Also explored are planning with the “applicable exclusion amount,” the credit shelter (or “bypass”) trust and the basics of “portability” under the Tax Relief Act of 2010, the American Taxpayer Relief Act of 2012, the 2017 Tax Cuts and Jobs Act, and the Federal Regulations.
Emma K. Pletenycky, Esq., Associate, Day Pitney, New York, NY
Emma K. Pletenycky 11:30 am - 12:45 pm ESTThe presentation highlights the elements and the rules which govern deductions which can reduce or eliminate the estate tax, such as deductibility of debts, expenses of administration, and taxes. Also introduced are the estate tax charitable deduction and its importance as a planning tool for charitable remainder trusts (CRATs and CRUTs) and charitable lead trusts (CLATs and CLUTs).
Michelle Orlowski, Principal, Head of Estate Administration and Fiduciary Counsel, Bessemer Trust, New York, NY
Michelle Orlowski 1:45 pm - 3:15 pm ESTThe tax on a client’s lifetime gifts is an important complement to the estate tax and essential knowledge for anyone advising on estate and trust matters. But what is a gift? This presentation explores the nature of gifts through the eyes of the Internal Revenue Code. Essential concepts are covered such as the elements of a completed gift, allowable deductions, the annual exclusion, and other exclusions. Also covered in this presentation are the fundamental planning usages of disclaimers and Crummey trusts. In addition, the presentation covers foundational concepts such as gift splitting, calculation of tax, filing gift tax returns and procedures, and the impact of the relevant recent tax laws and projected tax policy.
Catherine G. Schmidt, Esq., Partner, McDermott Will & Schulte, New York, NY
Catherine G. Schmidt 3:30 pm - 5:00 pm ESTA decedent’s estate in administration presents the executor and his or her advisors with a multitude of tax options and elections, many of which are overlooked and cost families needless taxes. Estate and income tax elections are explored in general. Specific attention is given to fiscal year election and IRC §645 election, uses of alternate valuation, the benefits of filing for extensions and deferrals of payment of estate tax, and the benefits and costs of using a deduction for income vs. estate tax purposes.
Elisa Pickel, Esq., Managing Director, Trust Counsel, Associate Director of Estate Administration, Fiduciary Trust Company International, New York, NY
Deena K. Feller, Esq., Managing Director, Senior Estate Officer, and Trust Counsel, Fiduciary Trust Company International, New York, NY
Parth N. Chowlera, Esq., Managing Director, Senior Estate Officer, and Trust Counsel, Fiduciary Trust Company International, New York, NY
Elisa Pickel
Deena K. FellerParth N. Chowlera 8:45 am - 9:00 am ESTJoseph P. Scorese, Esq., Member, Sills Cummis & Gross, Newark, NJ, and New York, NY
Joseph P. Scorese 9:00 am - 10:30 am ESTThe third of the three wealth taxes, the GST tax is largely a “planning tax” that affects high-net-worth individuals, and advisors and practitioners who ignore it do so at their peril. Basic concepts and mechanics of the tax are explored (i.e., the characterization of a generation skip, the allocation of GST exemption, inclusion ratio and the applicable rate), as well how these mechanics affect estate planning for high-net-worth individuals in vehicles such as perpetual dynasty trusts and insurance trusts.
Joseph P. Scorese, Esq., Member, Sills Cummis & Gross, Newark, NJ, and New York, NY
Joseph P. Scorese 10:45 am - 12:15 pm ESTThe US has no health insurance for long-term care. Seventy percent of Americans aged 65 and over will need some form of long-term care during their lifetime, regardless of their net worth. Additionally, one in six children under age 18 have one or more developmental disabilities and more than fifty-six million Americans are living with some type of disability, whether it is mental, cognitive, and/or physical. This presentation will address the fundamentals in elder law and special needs planning to enable every practitioner to identify planning needs for their clients.
Amy C. O’Hara, Esq., CELA, Partner, Littman Krooks, New York, NY
Brian L. Miller, Esq., CELA, Partner, Littman Krooks, New York, NY
Amy C. O’Hara
Brian L. Miller 1:30 pm - 2:45 pm ESTEstate planning for high-net-worth individuals has undergone a fundamental shift in focus. Practitioners can no longer rely simply on recommending venerable solutions such as credit shelter trusts and dynasty trusts to solve wealth tax problems. The current tax environment demands that advisors master the income tax effects of capital gains and capital losses on estate and trust property and inherited wealth. Clients are making strategic investment decisions on income taxation, and too often costly mistakes occur and opportunities are missed when basis issues are ignored. What is basis? How does it change? When does a step-up occur? When does a step-down occur? How is basis reflected (and how does it change) in family limited partnerships? These and other fundamental concepts are explored, including the role basis may play in any “death tax” reform.
Brad Dillon, Esq., Partner, Andreessen Horowitz, New York, NY
Brad Dillon 3:00 pm - 4:30 pm ESTThis session explores the fundamentals of federal income taxation for estates and trusts. What are the essential components of the IRS Form 1041? How is fiduciary income tax computed? Other essentials covered include “simple” vs. “complex” trusts, treatment of capital gains and losses, distributable net income (DNI), income tax charitable deduction rules, and other itemized deductions and limitations.
Stacia C. Kroetz, Esq., MBA, CPA, Senior Wealth Planner/Senior Vice President, Brown Brothers Harriman & Co., New York, NY
Stacia C. Kroetz 8:45 am - 9:00 am ESTJoseph P. Scorese, Esq., Member, Sills Cummis & Gross, Newark, NJ, and New York, NY
Joseph P. Scorese 9:00 am - 10:15 am ESTWhat is “fair market value,” as applied to the world of Federal transfer taxation? This presentation discusses this very fundamental and critical aspect of estate planning and estate administration and how its perception has changed over the years. Emphasis is spent on valuation in the context of closely-held business interests, family limited partnerships and the Special Valuation Rules of Chapter 14 of the Code.
John M. Olivieri, Esq., Partner, Barnes & Thornburg, New York, NY
John M. Olivieri 10:30 am - 11:30 am ESTThe Tax Cuts and Jobs Act of 2017 has gone a long way in providing federal transfer and income tax relief to the wealthy. Planners need to be increasingly mindful, however, of opportunities and traps arising from a client’s exposure to a particular state’s income and wealth tax regime. With their increasing need for revenue, many states continue to impose their own form of estate and inheritance taxes, which if overlooked, result in unhappy surprises for beneficiaries. State income taxes applicable to trusts also are a factor in planning that need increasing attention. Practitioners are often unaware of how trusts are taxed at the state level and how the residence of a trustee or even a beneficiary can expose that trust to his or her own state’s fiduciary income tax. This presentation provides an overview of the impact of state taxes affecting wealth transfers and the increasingly critical strategic attention practitioners need to pay when designing sophisticated plans in dynasty trusts with multijurisdictional contacts.
Timothy M. Ferges, Esq., Partner, McCarter & English, Newark, NJ and New York, NY
Timothy M. Ferges 11:30 am - 12:30 pm ESTGrantor trusts enjoy a special role in sophisticated estate planning for high-net-worth individuals. This presentation explores the appeal of the grantor trust, what makes an irrevocable trust a grantor trust, and how it is deployed. A comparison of the two most popular techniques, the Grantor Retained Annuity Trust (or GRAT) and the sale to an intentionally defective grantor trust (or IDGT) are explored and explained.
Kimberly A. DeMaro, Esq., Law Office of Kimberly A. DeMaro, Garden City, NY
Kimberly A. DeMaro 1:30 pm - 2:45 pm ESTAn essential primer for any estate planning professional who seeks to advise clients with international contacts. The impact of US wealth taxes on non-citizens is explored, including gift and estate tax exemptions for non-resident aliens, annual exclusions for gifts by US citizens to non-citizen spouses, and qualified domestic trusts. Also covered is an overview of the compliance rules required for individuals with foreign bank accounts (FBAR) and required IRS reporting for beneficiaries who receive foreign gifts and bequests.
Jack F. Meola, CPA, Esq., Advisor, Eisner Advisory Group, Iselin, NJ
Jack F. Meola 3:00 pm - 4:30 pm ESTRapid changes in technology are challenging an estate planner’s ability to keep pace with them. This presentation discusses federal and state legislation and case law for estate planning with digital assets and a fiduciary’s access and distribution of a decedent’s digital assets. The session includes planning techniques and best practices to ensure a client’s wishes are satisfied and the smooth administration of an estate with digital assets.
Sean R. Weissbart, Esq., Partner, Blank Rome, New York, NY
Kyle G. Durante, Esq., Associate, Blank Rome, New York, NY
Sean R. Weissbart
Kyle G. DuranteMitchell A. Drossman is the Managing Director and National Director of Wealth Strategies in the Chief Investment Office at Bank of America. With more than 30 years of experience in the legal and financial services industries, Mitchell advises individuals, families, closely held businesses, family offices, and institutional clients on sophisticated wealth transfer, business succession, estate planning, and wealth structuring strategies. Drawing on his background as both an attorney and certified public accountant, he develops comprehensive planning strategies and oversees wealth management initiatives for high-net-worth clients while helping clients navigate complex estate and tax planning matters.
Amy E. Zinser is a Director and Wealth Strategies Advisor in the Chief Investment Office at Bank of America. As a member of the National Wealth Strategies Group, she advises clients on sophisticated wealth planning strategies and supports the development of comprehensive planning solutions within the firm’s wealth management platform. Having spent more than a decade at Bank of America, Amy has built extensive experience helping clients address complex wealth planning and estate planning considerations.
Emma K. Pletenycky is an associate in the New York office of Day Pitney LLP, where she advises high-net-worth individuals and families on a broad range of trusts and estates matters. Her practice includes estate planning, the preparation of wills and trusts, drafting Surrogate’s Court documents, representing individual and corporate fiduciaries in contested proceedings, and advising clients on estate and trust administration. Before entering private practice, Emma served as a judicial law clerk to the Honorable Rita Mella, Surrogate of New York County, where she gained extensive experience with complex probate, administration, and Surrogate’s Court proceedings that continues to inform her client representation.
Michelle Orlowski is a Principal and Head of Estate Administration and Fiduciary Counsel at Bessemer Trust in New York. She advises clients and fiduciaries on sophisticated trust and estate administration matters, providing strategic guidance on fiduciary responsibilities, estate settlement, trust administration, and wealth transfer issues. In her leadership role, Michelle works closely with clients, trust professionals, and advisors to navigate complex estate and fiduciary matters while supporting Bessemer Trust’s comprehensive wealth management services.
Catherine G. Schmidt is a partner at McDermott Will & Schulte whose practice focuses on trusts and estates, wealth preservation, and business succession planning. She advises high-net-worth individuals, families, closely held business owners, family offices, fiduciaries, and charitable organizations on sophisticated estate planning, trust administration, and tax matters. Catherine develops customized wealth transfer strategies designed to preserve family assets, facilitate business succession, and address complex estate, gift, and generation-skipping transfer tax issues. She also counsels fiduciaries throughout the administration of trusts and estates, helping clients navigate both planning opportunities and post-death administration.
Elisa Pickel is the Managing Director, Trust Counsel, and Associate Director of Estate Administration at Fiduciary Trust Company International. She focuses on estate planning, trust and estate administration, and fiduciary counseling, advising high-net-worth individuals and families on sophisticated wealth transfer strategies. Her practice emphasizes multigenerational planning, income, gift, and estate tax minimization, and the efficient administration of trusts and estates. In her leadership role, Elisa oversees estate administration initiatives while providing strategic legal guidance to clients and fiduciaries on complex planning and administration matters.
Deena K. Feller is the Managing Director, Senior Estate Officer, and Trust Counsel at Fiduciary Trust Company International. Since joining the firm in 1994, she has advised clients on a wide range of trust and estate matters, providing legal guidance on estate administration, fiduciary responsibilities, and trust management. With decades of experience in trusts and estates law, Deena is known for her commitment to delivering exceptional client service and helping individuals and families navigate complex estate planning and fiduciary issues.
Parth N. Chowlera is the Managing Director, Senior Estate Settlement Officer, and Trust Counsel at Fiduciary Trust Company International. He advises clients on sophisticated trust and estate matters, with a practice focused on estate settlement, wealth structuring, investment management, trust services, and custody solutions. Drawing on experience gained through a variety of legal and fiduciary roles, Parth works closely with individuals and families to develop comprehensive estate plans and wealth transfer strategies designed to preserve assets across generations.
Amy C. O’Hara is a partner at Littman Krooks LLP whose practice focuses on elder law, special needs planning, estate planning, estate and trust administration, and guardianship matters. As a Certified Elder Law Attorney (CELA), Amy advises older adults, individuals with disabilities, and their families on strategies to protect assets, preserve public benefits eligibility, and plan for long-term care. She also counsels fiduciaries and families through complex estate and trust administration, combining practical guidance with a comprehensive understanding of elder law and special needs planning.
Brian L. Miller is a partner at Littman Krooks LLP whose practice focuses on elder law, special needs planning, estate planning, trust and estate administration, guardianship, and Medicaid planning. As a Certified Elder Law Attorney (CELA), Brian advises older adults, individuals with disabilities, and their families on protecting assets, planning for long-term care, preserving eligibility for public benefits, and implementing comprehensive estate planning strategies. He also represents fiduciaries and families in estate and trust administration and guardianship proceedings, providing practical guidance on complex personal and financial planning matters.
Brad Dillon is a partner at Andreessen Horowitz (a16z), where he advises the firm’s investment teams and portfolio companies on a broad range of legal, regulatory, and strategic matters. His practice focuses on financial services, fintech, cryptocurrency, blockchain technology, payments, banking, and regulatory compliance. Brad works closely with emerging growth companies as they navigate complex legal and business issues, drawing on extensive experience advising financial institutions, technology companies, and innovators operating in highly regulated industries.
Stacia C. Kroetz is a Senior Wealth Planner and Senior Vice President at Brown Brothers Harriman & Co. in New York. She advises wealthy individuals, families, and business owners on sophisticated wealth planning strategies, including estate and tax planning, business succession, philanthropy, and multigenerational wealth preservation. Combining legal, tax, accounting, and financial expertise, Stacia develops comprehensive planning solutions designed to help clients achieve their long-term personal, family, and business objectives.
Joseph P. Scorese is a Member of the Tax, Trusts and Estates Practice Group at Sills Cummis & Gross P.C., practicing in Newark, New Jersey, and New York, New York. His practice focuses on sophisticated estate planning and estate and trust administration for high-net-worth individuals and families. Joseph advises clients on designing and implementing customized wealth transfer strategies, utilizing advanced estate planning techniques to preserve assets, minimize transfer taxes, and accomplish multigenerational planning objectives. He also counsels fiduciaries and beneficiaries on complex estate and trust administration matters, providing practical tax-efficient solutions that maximize wealth preservation.
John M. Olivieri is a partner in the New York office of Barnes & Thornburg LLP and a member of the firm’s Private Client Services and Tax practice. He focuses on sophisticated estate planning, trust and estate administration, taxation, and business succession planning for high-net-worth individuals, families, entrepreneurs, executives, and closely held businesses. John advises clients on developing customized wealth transfer strategies, preserving family wealth, minimizing transfer taxes, and integrating estate planning with business and financial objectives. His practice also includes counseling fiduciaries on complex trust and estate administration matters and advising charitable organizations on planned giving and tax-efficient philanthropic strategies.
Timothy M. Ferges is a partner in the Private Clients Group at McCarter & English, LLP, practicing in Newark, New Jersey, and New York, New York. His practice focuses on sophisticated estate planning, trust and estate administration, taxation, and business succession planning for high-net-worth individuals, families, business owners, fiduciaries, and charitable organizations. Timothy advises clients on developing tax-efficient wealth transfer strategies, preserving family wealth, and addressing the legal and tax issues associated with trusts, estates, and closely held businesses. He also counsels fiduciaries through the administration of complex estates and trusts, helping clients navigate both planning and post-death administration matters.
Kimberly A. DeMaro is the founder of the Law Office of Kimberly A. DeMaro, where her practice focuses on trusts, estates, and estate planning. She advises individuals and families on developing comprehensive estate plans, preserving wealth, and implementing strategies for the efficient transfer of assets across generations. With decades of experience in trusts and estates law, Kimberly provides personalized legal counsel tailored to each client’s long-term planning objectives.
Jack F. Meola is an Advisor at Eisner Advisory Group LLC, where he advises high-net-worth individuals, families, closely held businesses, and fiduciaries on sophisticated estate, trust, tax, and wealth transfer matters. As both a Certified Public Accountant and attorney, Jack brings decades of multidisciplinary experience helping clients develop comprehensive estate and succession plans, navigate fiduciary and tax issues, and preserve wealth across generations. His practice integrates legal, tax, and financial planning strategies to address the complex needs of private clients and business owners.
Sean R. Weissbart is a partner in the New York office of Blank Rome LLP and Co-Chair of the firm’s Tax, Benefits, and Private Client Practice Group. His practice focuses on sophisticated domestic and international estate planning, trust and estate administration, and the representation of beneficiaries and fiduciaries in contested Surrogate’s Court proceedings. Sean also advises clients on international wealth transfer issues, tax-efficient planning for multinational families, tax-exempt organizations, and matrimonial matters involving prenuptial and postnuptial agreements and trust modifications. Widely regarded as one of the country’s leading estate planning attorneys, he combines technical tax expertise with practical, client-focused planning strategies.
Kyle G. Durante is an associate in the Tax, Benefits, and Private Client Practice Group at Blank Rome LLP. His practice focuses on sophisticated estate planning, estate and trust administration, and wealth transfer planning for high-net-worth individuals and families. Kyle advises clients on developing customized estate plans, minimizing estate, gift, and generation-skipping transfer taxes, and administering complex estates and trusts. He also counsels fiduciaries throughout the administration process and assists clients in implementing strategies that preserve and transfer wealth across generations.
Mitchell A. Drossman is the Managing Director and National Director of Wealth Strategies in the Chief Investment Office at Bank of America. With more than 30 years of experience in the legal and financial services industries, Mitchell advises individuals, families, closely held businesses, family offices, and institutional clients on sophisticated wealth transfer, business succession, estate planning, and wealth structuring strategies. Drawing on his background as both an attorney and certified public accountant, he develops comprehensive planning strategies and oversees wealth management initiatives for high-net-worth clients while helping clients navigate complex estate and tax planning matters.
Amy E. Zinser is a Director and Wealth Strategies Advisor in the Chief Investment Office at Bank of America. As a member of the National Wealth Strategies Group, she advises clients on sophisticated wealth planning strategies and supports the development of comprehensive planning solutions within the firm’s wealth management platform. Having spent more than a decade at Bank of America, Amy has built extensive experience helping clients address complex wealth planning and estate planning considerations.
Emma K. Pletenycky is an associate in the New York office of Day Pitney LLP, where she advises high-net-worth individuals and families on a broad range of trusts and estates matters. Her practice includes estate planning, the preparation of wills and trusts, drafting Surrogate’s Court documents, representing individual and corporate fiduciaries in contested proceedings, and advising clients on estate and trust administration. Before entering private practice, Emma served as a judicial law clerk to the Honorable Rita Mella, Surrogate of New York County, where she gained extensive experience with complex probate, administration, and Surrogate’s Court proceedings that continues to inform her client representation.
Michelle Orlowski is a Principal and Head of Estate Administration and Fiduciary Counsel at Bessemer Trust in New York. She advises clients and fiduciaries on sophisticated trust and estate administration matters, providing strategic guidance on fiduciary responsibilities, estate settlement, trust administration, and wealth transfer issues. In her leadership role, Michelle works closely with clients, trust professionals, and advisors to navigate complex estate and fiduciary matters while supporting Bessemer Trust’s comprehensive wealth management services.
Catherine G. Schmidt is a partner at McDermott Will & Schulte whose practice focuses on trusts and estates, wealth preservation, and business succession planning. She advises high-net-worth individuals, families, closely held business owners, family offices, fiduciaries, and charitable organizations on sophisticated estate planning, trust administration, and tax matters. Catherine develops customized wealth transfer strategies designed to preserve family assets, facilitate business succession, and address complex estate, gift, and generation-skipping transfer tax issues. She also counsels fiduciaries throughout the administration of trusts and estates, helping clients navigate both planning opportunities and post-death administration.
Elisa Pickel is the Managing Director, Trust Counsel, and Associate Director of Estate Administration at Fiduciary Trust Company International. She focuses on estate planning, trust and estate administration, and fiduciary counseling, advising high-net-worth individuals and families on sophisticated wealth transfer strategies. Her practice emphasizes multigenerational planning, income, gift, and estate tax minimization, and the efficient administration of trusts and estates. In her leadership role, Elisa oversees estate administration initiatives while providing strategic legal guidance to clients and fiduciaries on complex planning and administration matters.
Deena K. Feller is the Managing Director, Senior Estate Officer, and Trust Counsel at Fiduciary Trust Company International. Since joining the firm in 1994, she has advised clients on a wide range of trust and estate matters, providing legal guidance on estate administration, fiduciary responsibilities, and trust management. With decades of experience in trusts and estates law, Deena is known for her commitment to delivering exceptional client service and helping individuals and families navigate complex estate planning and fiduciary issues.
Parth N. Chowlera is the Managing Director, Senior Estate Settlement Officer, and Trust Counsel at Fiduciary Trust Company International. He advises clients on sophisticated trust and estate matters, with a practice focused on estate settlement, wealth structuring, investment management, trust services, and custody solutions. Drawing on experience gained through a variety of legal and fiduciary roles, Parth works closely with individuals and families to develop comprehensive estate plans and wealth transfer strategies designed to preserve assets across generations.
Amy C. O’Hara is a partner at Littman Krooks LLP whose practice focuses on elder law, special needs planning, estate planning, estate and trust administration, and guardianship matters. As a Certified Elder Law Attorney (CELA), Amy advises older adults, individuals with disabilities, and their families on strategies to protect assets, preserve public benefits eligibility, and plan for long-term care. She also counsels fiduciaries and families through complex estate and trust administration, combining practical guidance with a comprehensive understanding of elder law and special needs planning.
Brian L. Miller is a partner at Littman Krooks LLP whose practice focuses on elder law, special needs planning, estate planning, trust and estate administration, guardianship, and Medicaid planning. As a Certified Elder Law Attorney (CELA), Brian advises older adults, individuals with disabilities, and their families on protecting assets, planning for long-term care, preserving eligibility for public benefits, and implementing comprehensive estate planning strategies. He also represents fiduciaries and families in estate and trust administration and guardianship proceedings, providing practical guidance on complex personal and financial planning matters.
Brad Dillon is a partner at Andreessen Horowitz (a16z), where he advises the firm’s investment teams and portfolio companies on a broad range of legal, regulatory, and strategic matters. His practice focuses on financial services, fintech, cryptocurrency, blockchain technology, payments, banking, and regulatory compliance. Brad works closely with emerging growth companies as they navigate complex legal and business issues, drawing on extensive experience advising financial institutions, technology companies, and innovators operating in highly regulated industries.
Stacia C. Kroetz is a Senior Wealth Planner and Senior Vice President at Brown Brothers Harriman & Co. in New York. She advises wealthy individuals, families, and business owners on sophisticated wealth planning strategies, including estate and tax planning, business succession, philanthropy, and multigenerational wealth preservation. Combining legal, tax, accounting, and financial expertise, Stacia develops comprehensive planning solutions designed to help clients achieve their long-term personal, family, and business objectives.
Joseph P. Scorese is a Member of the Tax, Trusts and Estates Practice Group at Sills Cummis & Gross P.C., practicing in Newark, New Jersey, and New York, New York. His practice focuses on sophisticated estate planning and estate and trust administration for high-net-worth individuals and families. Joseph advises clients on designing and implementing customized wealth transfer strategies, utilizing advanced estate planning techniques to preserve assets, minimize transfer taxes, and accomplish multigenerational planning objectives. He also counsels fiduciaries and beneficiaries on complex estate and trust administration matters, providing practical tax-efficient solutions that maximize wealth preservation.
John M. Olivieri is a partner in the New York office of Barnes & Thornburg LLP and a member of the firm’s Private Client Services and Tax practice. He focuses on sophisticated estate planning, trust and estate administration, taxation, and business succession planning for high-net-worth individuals, families, entrepreneurs, executives, and closely held businesses. John advises clients on developing customized wealth transfer strategies, preserving family wealth, minimizing transfer taxes, and integrating estate planning with business and financial objectives. His practice also includes counseling fiduciaries on complex trust and estate administration matters and advising charitable organizations on planned giving and tax-efficient philanthropic strategies.
Timothy M. Ferges is a partner in the Private Clients Group at McCarter & English, LLP, practicing in Newark, New Jersey, and New York, New York. His practice focuses on sophisticated estate planning, trust and estate administration, taxation, and business succession planning for high-net-worth individuals, families, business owners, fiduciaries, and charitable organizations. Timothy advises clients on developing tax-efficient wealth transfer strategies, preserving family wealth, and addressing the legal and tax issues associated with trusts, estates, and closely held businesses. He also counsels fiduciaries through the administration of complex estates and trusts, helping clients navigate both planning and post-death administration matters.
Kimberly A. DeMaro is the founder of the Law Office of Kimberly A. DeMaro, where her practice focuses on trusts, estates, and estate planning. She advises individuals and families on developing comprehensive estate plans, preserving wealth, and implementing strategies for the efficient transfer of assets across generations. With decades of experience in trusts and estates law, Kimberly provides personalized legal counsel tailored to each client’s long-term planning objectives.
Jack F. Meola is an Advisor at Eisner Advisory Group LLC, where he advises high-net-worth individuals, families, closely held businesses, and fiduciaries on sophisticated estate, trust, tax, and wealth transfer matters. As both a Certified Public Accountant and attorney, Jack brings decades of multidisciplinary experience helping clients develop comprehensive estate and succession plans, navigate fiduciary and tax issues, and preserve wealth across generations. His practice integrates legal, tax, and financial planning strategies to address the complex needs of private clients and business owners.
Sean R. Weissbart is a partner in the New York office of Blank Rome LLP and Co-Chair of the firm’s Tax, Benefits, and Private Client Practice Group. His practice focuses on sophisticated domestic and international estate planning, trust and estate administration, and the representation of beneficiaries and fiduciaries in contested Surrogate’s Court proceedings. Sean also advises clients on international wealth transfer issues, tax-efficient planning for multinational families, tax-exempt organizations, and matrimonial matters involving prenuptial and postnuptial agreements and trust modifications. Widely regarded as one of the country’s leading estate planning attorneys, he combines technical tax expertise with practical, client-focused planning strategies.
Kyle G. Durante is an associate in the Tax, Benefits, and Private Client Practice Group at Blank Rome LLP. His practice focuses on sophisticated estate planning, estate and trust administration, and wealth transfer planning for high-net-worth individuals and families. Kyle advises clients on developing customized estate plans, minimizing estate, gift, and generation-skipping transfer taxes, and administering complex estates and trusts. He also counsels fiduciaries throughout the administration process and assists clients in implementing strategies that preserve and transfer wealth across generations.
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
