Crossing State Borders in Trust & Estate Law

February 5, 20099:00pm
The Association of the Bar of the City of New West 44th Street New York, NY 10036
Continuing Legal Education

New York City Bar

Crossing State Borders in Trust & Estate Law: What the New York Practitioner Needs to Know about Florida, New Jersey, Delaware and Connecticut

Whether you are drafting, handling administration, or litigating trusts and estates in New York, you are going to have to deal with assets and persons in different jurisdictions. For the uninitiated, this course will introduce you to some of the major differences between the laws of New York and those of Flroida, New Jersey, Delaware and Connecticut; for the more experienced practitioner, the course will include updates on recent statutory amendments and developing case law. Among the issues addressed will be differences among the states in terms of tax schemes; whether it might be worthwhile to advise your client to change her domicile for planning purposes; who is entitled to notice of probate; what evidence is admissible to determine the intent of a testator or settlor; whether the dead man's statute will influence your ligitation; and much more. Hands-on practitioners with expereince in New York and other states will guide you through the morass, and take your questions.

David J. McCabe, Willkie Farr & Gallagher LLP, Program Chair
Mark Haranzo, Partner, Wiggin and Dana LLP