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Estate Planning Institute (43rd Annual)

Released on: Oct. 23, 2012

Running Time Segment Title Faculty Format
[01:11:53] Recent Developments in Estate Planning and Federal Taxation Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
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[00:59:27] Charitable Planning and Tax Strategies Conrad Teitell ~ Cummings & Lockwood LLC
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[00:59:45] Update on Elder Law, Especially Medicare and Medicaid Bernard A. Krooks ~ Littman Krooks LLP
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[01:01:31] Estate Planning With Life Insurance Richard Miller ~ Richard, Morris & McVeigh LLP
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[00:57:50] Prudent Investing for the Fiduciary in the 21st Century Susan R. Schoenfeld ~ Former Principal, Associate Fiduciary Counsel, Bessemer Trust,
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[00:58:51] Ethical Perils for Individual Trustees: What Every Trustee and Advisor Should Know About Defusing Ethical Conflicts and Reducing Litigation Exposure Sharon L. Klein ~ Managing Director, Head of Wealth Advisory, Lazard Wealth Management LLC
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[00:59:00] Online Life After Death Donald A. Hamburg ~ Golenbock Eiseman Assor Bell & Peskoe LLP
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[00:59:14] Sophisticated Planning Techniques in a Long Term Low Interest-Rate Environment Blanche Lark Christerson ~ Managing Director, Deutsche Asset & Wealth Management
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[01:02:27] Planning for Post-Death Decisions Martin M. Shenkman ~ Martin M. Shenkman P.C.
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[01:01:52] Estate and Tax Planning for Same Sex Couples and Multiple Marriages Judith L. Poller ~ Pryor Cashman LLP
Erica Bell ~ Weiss, Buell & Bell
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[00:58:18] Marital Deduction Planning in the Age of Portability Carole M. Bass ~ SNR Denton US LLP
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[01:01:21] Estate Planning for Collectibles Ralph E. Lerner ~ Withers Bergman LLP
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DVD's from the program Estate Planning Institute (43rd Annual), held September, 2012.

Chairperson(s)
Sanford J. Schlesinger ~ Schlesinger Gannon & Lazetera LLP
Speaker(s)
Carole M. Bass ~ SNR Denton US LLP
Erica Bell ~ Weiss, Buell & Bell
Blanche Lark Christerson ~ Managing Director, Deutsche Asset & Wealth Management
Donald A. Hamburg ~ Golenbock Eiseman Assor Bell & Peskoe LLP
Sharon L. Klein ~ Managing Director, Head of Wealth Advisory, Lazard Wealth Management LLC
Bernard A. Krooks ~ Littman Krooks LLP
Ralph E. Lerner ~ Withers Bergman LLP
Richard Miller ~ Richard, Morris & McVeigh LLP
Judith L. Poller ~ Pryor Cashman LLP
Susan R. Schoenfeld ~ Former Principal, Associate Fiduciary Counsel, Bessemer Trust,
Martin M. Shenkman ~ Martin M. Shenkman P.C.
Conrad Teitell ~ Cummings & Lockwood LLC

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Estate Planning Institute (44th Annual)  
Estate Planning Institute (43rd Annual) Sanford J. Schlesinger, Schlesinger Gannon & Lazetera LLP
 
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