AHA Professional Advisor Network

22nd Annual New York Trusts and Estates Conference

Ease Hospitality | 605 3rd Ave. | New York, NY

Register Now!

Thursday, April 25, 2024
8:00am - 11:00am ET

Contact: [email protected].

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.

meeting attendees in room watching presentation on screen


8:00 a.m. – Registration
8:35 a.m. – Introductory Remarks and Welcome
8:40 a.m. – Stress and Your Heart
9:00 a.m. – Mitigating Fiduciary Risk and Litigation
9:50 a.m. – Coffee Break
10:05 a.m. – The Estate Planner’s Guide to the Corporate Transparency Act
10:55 a.m. – Closing Remarks
11:00 a.m. – Program Concludes

Sponsorship Opportunities

Interested in sponsoring the New York Trusts and Estates Conference? Individual event and joint sponsorship opportunities are available.

Meet Our Speakers

Topic: “Mitigating Fiduciary Risk and Litigation”

Joshua S. Rubenstein
Partner and National Chair, Private Wealth Development
Katten Muchin Rosenman LLP

Joshua RubensteinIn his widely respected practice, Joshua Rubenstein, national chair of the firm's Private Wealth practice, brings a variety of important services under one roof for high-net-worth individuals. He offers integrated planning, administration and litigation counseling for individuals, their estates and their businesses, all of it designed to preserve wealth over generations. His advice stretches as far as his clients' financial interests – locally, nationally and globally.

Bonnie Lynn Chmil
Katten Muchin Rosenman LLP

Bonnie ChmilRepresenting private clients in litigation requires an appreciation for the dynamics of these often-sensitive disputes. Whether Bonnie is advising high-net-worth individuals, families or fiduciary trust companies, she balances her extensive experience in commercial litigation with a sensitivity to the needs and expectations of private clients and fiduciaries.

Topic: “The Estate Planner’s Guide to the Corporate Transparency Act”

Mitchell A. Drossman
Head of National Wealth Strategies, Chief Investment Office
Bank of America

Mitchell A. Drossman Mitchell A. Drossman is Managing Director and Head of National Wealth Strategies (NWS) for the Chief Investment Office (CIO) within Bank of America Corporation. In this role, Mitchell manages and leads the NWS team in providing objective insight, thought leadership and education to help high net worth clients pursue their wealth and estate planning goals by integrating the full capabilities of our investment and financial planning services and by utilizing the broad range of Bank of America Corporation and its affiliates. With the team’s special emphasis on wealth transfer, philanthropy, business succession, asset holding and location strategies and cash flow analysis, the NWS team provides timely updates and commentary on tax and wealth planning developments. Mitchell also works with individuals, families, closely-held family businesses, family offices and institutions in conjunction with their tax and legal advisors to facilitate wealth transfer, business succession (pre-and post-liquidity event strategies), wealth structuring and estate planning needs that are often complex requiring customized analysis and strategies.

Topic: “Stress and Your Heart”

Dr. Rachel-Maria Brown Talaska
Director - Inpatient Cardiac Services
Northwell Health Lenox Hill Hospital

Rachel-Maria Brown TalaskaDr. Rachel-Maria Brown Talaska earned a bachelor’s degree in History of Science, History of Medicine from Yale University. After working as a researcher in the field of molecular biology, she earned her medical doctorate from Tufts University School of Medicine and went on to complete her residency in Internal Medicine at Northwestern University McGaw Medical Center in Chicago, IL. Following residency, she completed fellowship in cardiovascular disease at New York Presbyterian-Cornell Medical Center and was appointed Chief Fellow during her final year of fellowship.

Dr. Brown Talaska joined the Cardiology faculty at Northwell Health- Lenox Hill Hospital as Director of the Cardiac Intensive Care Unit, Director of Consultative Cardiology and has transitioned to Director of Inpatient Cardiac Services. Dr. Brown Talaska is the Northwell Health- Lenox Hill Hospital Site Director for three CHF clinical trials CARE-HK, TRANSFORM-HF and SPIRRIT-HFpEF. Additionally, Dr. Brown Talaska serves on the board of the AHA STEM committee as an executive leader, is an Ambassador for the American Heart Association, and is the Chair of the New York American College of Cardiology Diversity, Equity, and Inclusion Task Force.

Founding Sponsor

Fiduciary Trust International logo

Breakfast Sponsor

Heritage Auctions logo

Coffee Break Sponsor

MPI 85th Anniversary logo


South Dakota Trust Company LLC
Doyle Auctions
InterActive Legal
Midland Trust Company
Freeman's | Hindman
Winston Art Group
New York Life Investment Management (NYLIM)

Friends of Heart

William R. Dunlop and The Helena Segy Foundation
Jill Miller & Associates, P.C.
Seriatim, Inc.

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