17th Annual Law Seminar: Principal & Income Act and Other Issues

February 1, 20031:00pm
Cathedral High School, 1011 First Avenue, New York City
OPENING REMARKS
His Eminence Edward Cardinal Egan
Archbishop of New York

WELCOME & INTRODUCTIONS
Joann T. Palumbo, Esq. & Mark E. Haranzo, Esq.
Co-Chairs, Program Committee
Archdiocese of New York

LEGISLATIVE UPDATE
Mark E. Haranzo, Esq.
Patrner, Wiggin & Dana LLP

ADVISING TRUSTEES IN THE NEW MILLENIUM—NEW YORK PRINCIPAL AND INCOME ACT ('THE ACT") AND OTHER CHANGES THAT IMPACT TRUSTS
Geogiana J. Slade, Esq.
Partner, Milbank, Tweed, Hadley & McCloy

STATE ESTATE TAXES POST EGTTRA - IMPACT ON NEW YORK AND ADJOINING STATES
Darcy M. Katris, Esq.
Of Counsel, Sidley Austin Brown & Wood LLP

RESPONDING TO THE ACT-CHOOSING THE RIGHT PAYOUT PERCENTAGE AND INVESTMENT STRATEGY
Martha J. Leighton
Vice president, JP Morgan Private Bank

DRAFTING CONSIDERATIONS IN LIGHT OF THE ACT
Janine A. Racanelli, Esq.
Managing Director, JP Morgan Private Bank

Mark Haranzo is the Co-Chair of the Program Committee of the Planned Gifts, Bequests and Endowments Committee of the Archdiocese of New York. Mark is a partner in the Trusts and Estates Department of Wiggin & Dana in Stamford, Connecticut where he specializes in representing high net worth individuals, their families and foundations. He also represents other tax exempt organizations. Before joining the firm, he was a partner with Putney Twombly Hall & Hirson in New York city.

Mark is a Fellow of the American College of Trust and Estate Counsel and a frequent lecturer. He has lectured extensively for the New York State Bar Association, Practicing Law Institute, and the New York Bankers' Association Trust and Estate Schools. He is one of four co-authors of Hants' 5th Edition, New York Estates, a three volume practice guide published by West Group.

Mark received his law degree from Stetson University College of Law in 1985 and was an Estate and Gift Tax Attorney with the Internal Revenue Serivce, Manhattan District from 1986 to 1988.

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