• EMAIL
  • PRINT
  • PDF
  • Bookmark and Share

Trusts, Estates & Private Clients

Speaking

12/13/18
12/5/18-12/6/18
11/07/18
10/10/18
Advanced Estate Administration Program - New Jersey Institute of Continuing Legal Education
09/20/18
07/20/18
05/11/18
30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposia
05/10/18
30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposium, Orlando, FL
05/09/18
30th Annual American Bar Association Real Property, Trust & Estate Law Section Spring Symposia
02/12/18
03/30/17
06/01/16
New Jersey Bankers Association
11/19/15
New Jersey State Bar Association – Real Property, Trust and Estate Law Section
7/14/14
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
05/15/14
05/02/14
The Future of Estate and Trust Practice - Panel
American Bar Association Real Property Trust & Estate Section Spring Symposium
05/01/14
National Fiduciary Risk and Recent Developments Seminar
American Bankers Association
04/29/14
Estate Planning Update
New Jersey Senior Lawyers Conference
02/27/14
Heckerling Highlights: A review of the important topics raised at the January 2013 conference
Laura A. Kelly, Co-Author, Lecturer (with ACTEC fellow Joe Scorese)
Wells Fargo Bank, Stony Hill Inn, Hackensack, NJ
12/11/13
Digital Assets as Assets of an Estate and the Rights of a Fiduciary
New Jersey Icle Semi-Annual Tax and Estate Planning Forum
09/23/13
Grantor Trusts: An overview of the history, rules and possible applications of the grantor trust rules
National Business Institute, Doubletree by Hilton, Newark, NJ
07/23/13
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
06/11/13
The Exposure of Trust Income and Principal in Matrimonial Actions and Defensive Approaches in Estate Planning for the Possibility of a Beneficiary’s Divorce after Tannen v. Tannen
New Jersey ICLE Semi-Annual Tax and Estate Planning Forum
05/10/13
Deciding How to Decide: Statutory Construction, Presumptions and Burdens of Proof
American Bar Association Tax Section’s May Meeting
05/02/13
Speaker at the American Bankers Association Telephone Briefing on "Developments and Trends in Fiduciary Litigation"
American Bankers Association
09/29/12
NJ’s Elective Share: what is it, how does it work; All About Disclaimers: post-mortem estate planning opportunities and pitfalls; Federal Estate Tax Update
NJ Institute for Continuing Legal Education, Fairfield Crown Plaza, Fairfield, NJ
07/23/12
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
07/08 - 07/13/12
06/05/12
Estate Administration 101: An overview of taking an estate from pre-probate to refunding bonds and releases
NJ Institute for Continuing Legal Education, ICLE, New Brunswick, NJ
05/21/12
Resolving Estate Will and Trust Contests
National Business Institute’s Seminar, Marriott Saddle Brook, Saddle Brook, NJ
05/17/12
Speaker at the New Jersey State Bar Association Annual Meeting on “Probate Litigation 2012: Planning and Trial Techniques”
Atlantic City, NJ
05/10/12
Decedents’ Accounts: A review of the NJ estate tax lien, waiver documentation requirements, and procedures for closing a decedent’s account
New Jersey Bankers Association, Forsgate Country Club, Monroe, NJ
05/04/12
Speaker and Moderator at the American Bar Association Spring Symposium (NYC) on "Don’t Try This at Home: Doom of Do-It-Yourself Planning"
05/03/12
Speaker on a Fiduciary Litigation Panel at the American Banker’s Association Annual Fiduciary Risk Update Telephone Briefing Series
American Bankers Association, ABA 2012 Trust and Estate Planning Telephone Briefing Series
03/10/12
Estate Administration 101: An overview of taking an estate from pre-probate to refunding bonds and releases
NJ Institute for Continuing Legal Education, ICLE, Fairfield Crown Plaza, Fairfield, NJ
12/01/11
NJ’s Elective Share: what is it, how does it work; All About Disclaimers: post-mortem estate planning opportunities and pitfalls; Federal Estate Tax Update
NJ Institute for Continuing Legal Education, Fairfield Crown Plaza, Fairfield, NJ
10/12/11
NJ’s Elective Share: what is it, how does it work; All About Disclaimers: post-mortem estate planning opportunities and pitfalls; Federal Estate Tax Update
ICLE, New Brunswick, NJ
07/12/11
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
05/10/11
Estate Administration 101: An overview of taking an estate from pre-probate to refunding bonds and releases
NJ Institute for Continuing Legal Education, ICLE, New Brunswick, NJ
05/05/11
Panelist at the Annual American Bankers Association Current Issues in Fiduciary Litigation and How to Minimize a Trustee's Exposure to Litigation
03/19/11
Estate Administration 101: An overview of taking an estate from pre-probate to refunding bonds and releases
NJ Institute for Continuing Legal Education, ICLE, Fairfield, NJ
10/31/10
Panelist on a program sponsored by the Bureau of National Affairs (BNA) on "Recent Developments in Fiduciary Liability"
10/16/10
Speaker at the National Meeting of the American College of Trust and Estate Counsel program called "Mediation and Alternative Dispute Resolution from the Inside Out-- What Every Estate Lawyer Needs to Know" in Baltimore, MD, October 16, 2010.
09/25/10
Speaker at the Annual Joint Meeting of the American Bar Association Section on Taxation and Real Property, Trust and Estate Section in Toronto on "Fiduciary Liability in Administration of Irrevocable Life Insurance Trusts"
09/15/10
Webinar speaker for the New Jersey Institute of Continuing Legal Education called the "Digital Estate" involving technological issues relating to estate administration and litigation.
07/20/10
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
04/23/10
Decedents’ Accounts: A review of the NJ estate tax lien, waiver documentation requirements, and procedures for closing a decedent’s account
New Jersey Bankers Association, Forsgate Country Club, Monroe, NJ
04/19/10
Estate Tax Session: guest lecturer on estate tax, preparation of returns etc. in the Estate Administration Class
New York School of Law, New York, NY
03/08/10
Evolving Approaches to Addressing Domestic Violence in Connecticut
Fairfield County Bar Association, Host Speaker
09/12/09
Speaker on "New Jersey Trust Planning and Administration Issues" at the American College of Trust and Estate Counsel (ACTEC) Northeast Regional Meeting
09/11/09
Speaker at the Mid-Atlantic Regional ACTEC Conference regarding "Current Tax and Non-Tax Issues in New Jersey Estate Administration and the Role of Revocable Trusts in New Jersey Estate Planning and Administration," September 11, 2009.
07/15/09
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
05/07/09
Speaker at the American Banker's Association telephone briefing called "Working with Trust Professionals: The Views of Experts and Beneficiaries," attend by some 800 or more bankers in trust and fiduciary departments around the country.
04/23/09
Estate Tax Session: guest lecturer on estate tax, preparation of returns etc. in the Estate Administration Class
New York School of Law, New York, NY
04/02/09
Decedents’ Accounts: A review of the NJ estate tax lien, waiver documentation requirements, and procedures for closing a decedent’s account
New Jersey Bankers Association, Forsgate Country Club, Monroe, NJ
01/17/09
Basic Skills & Methods Course: Estate Planning
NJ Institute for Continuing Legal Education, Seton Hall Law School, Newark, NJ
09/01/08
Speaker at Annual Joint Meeting of the ABA Section on Real Property, Trust and Estate Law and the ABA Section of Taxation. Gerard spoke on "Navigating the Trustee's Duty of Disclosure under the Uniform Trust Code" and "Conflicting Duties of Trustees, Officers and Directors with Respect to the Management of Closely-Held Business Entities"
07/16/08
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
Spring 2008
Luncheon with the Chief Administrative Judge of Family Matters for the State of Connecticut, Lynda B. Munro
Fairfield County Bar Association, Host Speaker
01/19/08
Basic Skills & Methods Course: Estate Planning
NJ Institute for Continuing Legal Education, Seton Hall Law School, Newark, NJ
01/01/08
DWS Scudder Distributors Management
DWS Scudder Distributors Management meeting
01/01/08
Effectively Using Experts in Family Law
National Business Institute, Lecturer
12/04/07
Decedents’ Accounts: A review of the NJ estate tax lien, waiver documentation requirements, and procedures for closing a decedent’s account
New Jersey Bankers Association, Forsgate Country Club, Monroe, NJ
10/05/07
Speaker at the American College of Trust and Estate Counsel (ACTEC) Mid-Altantic Regional Meeting captioned: "Who Moved my Trust -- When, Whether and How to Move a Trust from State to State"
09/29/07
"Protecting Your Own Assets -- Avoiding and Defending Ethics and Malpractice Claims in the Estate and Trust Matters" for the American Bar Association Section of Real Property, Trust and Estate Law annual joint meeting with the Section on Taxation.
09/20/07
Co-Speaker with Sharon Klein, Esq., Vice President and Counsel at Fiduciary Trust Company International at the BNA/Tax Management Annual Editorial Board Program regarding "Disaster Management and Recovery Issues in Estate and Trust Administration" in New York City.
07/26/07
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
01/20/07
Basic Skills & Methods Course: Estate Planning
NJ Institute for Continuing Legal Education, Seton Hall Law School, Newark, NJ
10/31/06
Decedents’ Accounts: A review of the NJ estate tax lien, waiver documentation requirements, and procedures for closing a decedent’s account
New Jersey Bankers Association, Forsgate Country Club, Monroe, NJ
07/12/06
State Estate Tax: A description of the various state estate tax regimes and how to draft to incorporate state estate tax considerations
NYU School of Continuing and Professional Studies – Summer Institute of Taxation, Westin Hotel, New York, NY
01/21/06
Basic Skills & Methods Course: Estate Planning
NJ Institute for Continuing Legal Education, Seton Hall Law School, Newark, NJ
01/01/06
Women in the Judiciary: An Insider Look
Fairfield County Bar Association, Host Speaker
01/01/05
Getting the Best Financial Settlement for Your Divorce in Connecticut
National Business Institute, Lecturer
2003
Current Legal Developments
ESOP Association of New York/New Jersey
01/01/02
Institute for Continuing Legal Education: numerous topics
01/02/00
Employee Benefit Topics and Related Fiduciary Issues
New Jersey Bankers Association
01/01/97
Preliminary Matters; Drafting the Will 1997 - 2002
Massachusetts Continuing Legal Education
1993
Retirement Plan Elections in Estate Planning
American Bar Association
1993
Reporting Requirements of Qualified Plans Under ERISA
Enrolled Actuaries Conference