Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World

Originally held on Monday, June 13, 2022 | 12:00 pm – 2:00 pm

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Program Chair:
Joseph P. Scorese
Sills Cummis & Gross P.C.

  • Estate planning practitioners now face a myriad of subtle considerations when counseling clients. Attorneys in this practice area who are insensitive to a client’s unique family configuration do so at their peril. This panel presentation highlights the changing face of diverse family situations for clients in the world of estate and trust planning. Specific circumstances to be explored include age diversity between spouses, providing for children born through assisted reproductive technology (ART) or adoption, planning for LGBTQ spouses, partners and children, and special considerations involving geographic, cultural and religious diversity. Practical tips in understanding and relating to a client’s individual needs and desires and proposing and implementing flexible and dynamic solutions will be discussed.

    Program Fee:
    $29 for Members | $50 for Nonmembers

  • Paulina Mejia
    Regional Managing Director and Trust Counsel, Fiduciary Trust Company International

    Brad J. Richter
    Fried Frank Harris Shriver & Jacobson, LLP

  • 12:00 pm – 12:05 pm
    Introduction of Topics and Presenters

     

    12:05 pm – 12:35 pm
    Ethical Considerations in Representing Diverse Clients

     

    12:35 pm – 1:50 pm       
    Planning and drafting for:

    • Age diversity between spouses
    • Children born through assisted reproductive technology (ART) or adoption
    • LGBTQ spouses, partners and children; and
    • Special considerations involving geographic, cultural and religious diversity and unmarried/unpartnered clients

     

    1:50 pm – 2:00 pm
    Q&A

  • New York: 2.0 Total: 1.5 Diversity & Inclusion, .5 Ethics
    New Jersey: 2.3 Total: 1.7 Diversity & Inclusion, .6 Professional Responsibility
    California: 1.5 Professional Responsibility
    Pennsylvania: 1.5 Professional Responsibility

  • Sponsoring Association Committee:
    Estate and Gift Taxation, David E. Stutzman, Chair

    Sponsoring Organization:
    Small Law Firm Center

    Sponsorship Opportunities are Available! Please Contact:
    Yelena Balashchenko, Manager, Business Development & Sponsorships | (212) 382-6608 | ybalashchenko@nycbar.org

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