(Webcast) Estate Planning Misfires of the Rich and Famous

Tuesday, July 21, 2020 | 3:00 pm – 6:00 pm

Program Chair:

Jessica Galligan Goldsmith
Kurzman Eisenberg Corbin & Lever, LLP

  • Americans are generally fascinated by celebrities, whether alive or dead. Highly publicized battles regarding the families and estates of celebrities cast a bright spotlight on the importance of proper estate planning. For the fourth year in a row, this highly entertaining and informative program will identify the common factors that cause such disputes, and aid attorneys in avoiding family fights for their clients. An expert faculty will discuss the estates planning misfires of Whitney Houston, Kirk Douglas, Robert Indiana, Aretha Franklin, Philip & Helen Wrigley, and Robin Williams.

    Program Fee:
    $99 for Members | $199 for Nonmembers
    Small Law Firm: $49 for Members

    Members who are Recent Law Graduates, Newly Admitted Lawyers (admitted for the first time in any state or country 2018-2020), In-House/Corporate Counsel, Judges, or attorneys that practice within the Government, Academic or Not-for-Profit sectors attend this program for free.

  • Lauren G. Dell
    Brown Advisory

    Stacia C. Kroetz
    Brown Brothers Harriman

    Jessica D. Soojian
    Silberman Zaretsky PC

    Daniel J. Studin
    Morrison Cohen LLP

    David E. Stutzman
    Seward & Kissel LLP

    Samuel F. Thomas
    Seward & Kissel LLP

  • 3:00pm – 3:05pm       
    Introduction & Program Overview
    Jessica Galligan Goldsmith

    3:05pm – 3:30pm
    Estate of Whitney Houston – The Perils of Short-Term Trusts
    Jessica Soojian

    3:30pm – 3:55pm
    Estate of Kirk Douglas – The Pros and Cons of Inter Vivos Transfers
    Lauren G. Dell

    3:55pm – 4:20pm
    Estate of Robert Indiana – Undue Influence and Financial Mismanagement
    David E. Stutzman

    4:20pm – 4:45pm
    Estate of Aretha Franklin – Possible Intestacy
    Stacia C. Kroetz

    4:45pm – 5:00pm      
    Coffee Break

    5:00pm – 5:25pm
    Estate of Philip & Helen Wrigley – Liquidity Issues
    Daniel J. Studin

    5:25pm – 5:50pm
    Estate of Robin Williams – Problems with Publicity Rights
    Samuel F. Thomas

    5:50pm – 6:00pm
    Questions and Answers
    Panel

  • CLE Credit
    New York:
    3.0 Professional Practice
    New Jersey:
    TBD
    California:
    TBD
    Pennsylvania:
    TBD
    Connecticut: Available to Licensed Attorneys

  • Sponsoring Association Committees:
    Estate and Gift Taxation, David E. Stutzman, Chair
    Trusts, Estates & Surrogate’s Courts, Andrew S. Auchincloss, Chair

    Sponsorship Opportunities are Available! Please Contact:
    Angie Avila, Manager, Membership Outreach and Sponsorships | (212) 382-6608 | aavila@nycbar.org

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