Friday
Sep182015

Delaware Trust Institute 2015 - November 13

November 13, 2015 | 8:00am-5:00pm
Yale Club of NYC - 50 Vanderbilt Ave., New York, NY 10017

Featured Lunch Speaker - Gideon Rothschild, JD, CPAThis CLE program is designed for attorneys who are currently using “preferred” jurisdictions to situs trusts and better serve their clients, and those who aspire to.  With a focus on Delaware law, our presenters will examine the latest techniques for Asset Protection, Dynasty, Directed and In-Bound Foreign Trusts, as well as the use of Trust Protectors, Distribution Committees, Decanting techniques and Quiet Trusts.  A case study will be used to illustrate automated drafting tools and integration of LLCs to construct a complete “Family Bank” plan.  Don’t miss this unique opportunity to enhance your practice and receive hands-on instruction from national experts.  Register by October 15 for Special Early Bird Pricing!

Speakers Include:
William A. Conway, J.D. - Founding Member & Principal, WealthCounsel
Michael M. Gordon, J.D., LL.M. - Director, Gordon, Fournaris & Mammarella, P.A
Theresa L. Hughes - Chief Fiduciary Officer, Advocates Trust Services
Matthew T. McClintock, J.D. - VP of Education & Supplemental Legal Content, WealthCounsel
Louis W. Pierro, Esq. - President & CEO,  Advocates Planning Group, LLC
Gideon Rothschild, J.D., C.P.A. - Partner, Moses & Singer LLP
Daniel S. Rubin, Esq. - Partner, Moses & Singer LLP
Jane-Marie Schaeffer, Esq. - Vice President, Advocates Planning Group, LLC
 
Tuition Includes Breakfast and Lunch.
6.75-8 CLE Credits Pending (depending on state).

 

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