The City Bar will be closed on Monday, May 28, in observance of Memorial Day.
The Mortimer H. Hess Memorial Lectures
The Mortimer H. Hess Memorial Lectures are made possible through a generous grant from Mr. Hess’ family and former partners. The subjects of the lectures are related to the law of trusts, estates, and taxation, subjects on which Mr. Hess was an acknowledged authority.
Sharon L. Klein
“Divorce - Lifetime and Estate Planning Considerations to Minimize the Impact & Maximize the Leverage”
Gail E. Cohen
“Estate Planning Without Estate Tax – the Future of our Profession”
Alan H. Halperin
“Modern Variations on an Ancient Theme: Fundamental Changes in Trust Law”
Martin M. Shenkman
"Planning for the Aging Client Base: Addressing the Increased Incidence of Neurologic Conditions"
"Trusts Created by Corporations and Partnerships: Something You May Not Have Considered but Need to Know"
Ira Mark Bloom
"The Remarkable Power of Appointment Device: Planning and Drafting Considerations" (PDF download)
William P. LaPiana
"Meanings of Matter of Totten"
"Rationalizing the State Income Taxation of Trusts--Quill Feathers in the Wind"
"Treatment of Tax-Deferred Retirement Accounts"
David Cay Johnston
Kenneth F. Joyce
“The Taxation Of Total Return Trusts: Is The Code In Need Of Total Returning?”
John H. Langbein
"The Scope of Mandatory Rules in Trust Law"
Mary Louise Fellows
“Spendthrift Trusts: Roots and Relevance for 21st Century Planning”
Babette B. Barton
“Taxation of Unrealized Gains: Before Death, At Death or Beyond?”
Joel C. Dobris
“The Probate World at the End of the Century: Is a New Principal and Income Act in Your Future?”
Leo L. Schmolka
“Down with Subchapter J, Down with the Kiddie Tax; Taxation of Trust, Estate and Family Income Made Simple”
Jeffrey N. Pennell
“Is the Family Advisor an Endangered Species? A Tax and Estate Planners’ Guide to Ethical Conflicts”
Lawrence W. Waggoner
“Spousal Probate Rights in a Multiple-Marriage Society”
Harry L. Gutman
“Where Does Congress Go from Here: Base, Timing and Measurement Issues in the Estate and Gift Tax Laws”
Robert H. Mnookin
“Dividing Family Assets: Until Death (or Divorce) Do Us Part?”
Stanley M. Johanson
“Value-Shifting Arrangements; Sale of Remainder Interest, Split-Interest Purchases, Grantor Term Trusts”
Robert C. Merton
“Investment Strategies in Futures and Options for the Prudent Fiduciary”
Barber B. Conable, Jr.
“Estate Tax Ambiguities”
Michael J. Graetz
“The Federal Estate Tax—Wither or Whither”
Edward C. Halbach, Jr.
“Issues about Issue: Some Recurrent Class Gift Problems”
Douglas A. Kahn
“Estate Planning for Closely Held Stock Before and After Death”
Guy B. Maxfield
“The Uses and Misuses of Jointly Held Property”
James B. Lewis
“Taxing Unrealized Gains: The Nettle and the Flower”
“Taking Wealth Taxation Seriously”
Neill H. Alford, Jr.
“Some Major Problems in Alternatives to Probate”
Boris I. Bittker
“Charitable Bequests and the Federal Estate Tax: Proposed Restrictions on Deductibility”
Bertel M. Sparks
“A Quarter-Century of Transition in the New York Law of Trusts and Estates”
“National Policy and the Dead Hand: The Race-Conscious Trust”
Russell D. Niles
“A Contemporary View of Liability for Breach of Trust”
Richard B. Covey; Stanley S. Surrey; David Westfall
“Perspectives on Suggested Revisions in Federal Estate and Gift Taxation”
Richard R. Powell
“How Far Should Freedom of Disposition Go?”
A. James Casner
“Trusts Under Which Beneficiaries Are to Be Determined”