23rd Annual Trusts & Estates: New York Conference
Register Now!
Tuesday, April 29, 2025
8:00am - 11:00am ET
Contact: advisor@heart.org.
Approval of this program for 2.0 credit hours in Areas of Professional Practice is currently pending. Under New York’s CLE rules, this program will not qualify for CLE credit for newly admitted attorneys (those admitted for fewer than 24 months) because it does not qualify as a course in basic practical skill training.
Meet Our Speakers
Topic: “Decanting - Structuring To Minimize Disputes”
Douglas Stanley, Esq.
Partner in the Private Client Group at Bryan Cave Leighton Paisner, LLP
We will be discussing the important considerations to raise when advising a trustee as to whether to exercise the power to decant. We will compare decanting to other modification techniques and review court cases.
Topic: “Art and Collectibles: Administration Issues After Death”
 Leah D. Hokenson, Esq. |  Brian D. Conboy, Esq. |  Karin J. Barkhorn, Esq. |
Topic: “Cardiovascular Disease - Separating Myth from Fact”
Nisha Parikh, MD, MPH
System Director, Women's Heart Program, Department of Cardiology
Director, Cardiovascular Medicine, Katz Institute for Women's Health
Co-Director, Center for Women’s Heart Health, Northwell Cardiovascular Institute
Founding Sponsor
Coffee Break Sponsor
WiFi Sponsor
| Exhibitors
Friends of HeartWilliam Dunlop and The Helena Segy Foundation Jill Miller & Associates, P.C. Donna Joseph / Bernstein Private Wealth Management |
Sponsorship Opportunities
Become an AHA Professional Advisor Network Member Now!
Joining today gives you access to:
- More Continuing Education Opportunities
- Personal Assistance with Charitable Gift-Use Restriction Language
- Custom Gift Illustrations for Clients
- Turnkey Solutions for Gifts of Non-Cash Assets
- And more...
Trusts & Estates: Virtual Summit
Wednesday, May 7 | 11:30 a.m. – 2:30 p.m. CT
Join the American Heart Association’s Professional Advisor Network for Trust & Estates: Virtual Summit. Attend to gain valuable insights into the latest estate and tax planning topics and discover innovative strategies for charitable giving.
This complimentary continuing legal education event will offer 2 CLE credits upon completion. Don’t miss this opportunity to advance your expertise and network with colleagues across the country!
Register for the Trusts & Estates: Virtual Summit
Sponsorship Opportunities
Interested in becoming a sponsor for Virtual Summit? Limited sponsorship opportunities are available on a first-come, first-served basis. Learn more today!