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52nd Annual Estate Planning Institute


Speaker(s): Andrea C. Chomakos, Bernard A. Krooks, Blanche Lark Christerson, Carl L. King, Conrad Teitell, Gideon Rothschild, Joshua S. Rubenstein, Kathleen (“Casey”) Copps DiPaola, Richard S. Rothberg, Ronald C. Minkoff, Sanford J. Schlesinger, Stephanie E. Heilborn, Stephen J. Krass
Recorded on: Sep. 13, 2021
PLI Program #: 305462

Ronald C. Minkoff is the head of the Professional Responsibility Group at Frankfurt Kurnit Klein & Selz, PC and one of New York State’s leading practitioners in the field of attorney ethics and professional responsibility.  In addition to representing businesses and individuals in commercial litigation, Mr. Minkoff represents attorneys in partnership disputes, disciplinary cases, and legal malpractice actions.  Mr. Minkoff is a member of the Executive Committees of the New York State Bar Association and the New York County Lawyers’ Association, a member of the Committee on Standards of Attorney Conduct of the New York State Bar Association, which helped draft and continues to revise the New York Rules of Professional Conduct, a member of the Policy Implementation of the ABA Center on Professional Responsibility, and a past President of the Association of Professional Responsibility Lawyers.  He has taught as an Adjunct Professor of Professional Responsibility at Columbia University School of Law, New York University School of Law, Fordham University School of Law, Cardozo School of Law and Brooklyn Law School. He has served as the editor of the New York Legal Ethics Reporter, and has written extensively for that and other publications on all aspects of the “law of lawyering.”


Andrea C. Chomakos is a partner with McGuireWoods LLP in Charlotte where she practices in the areas of Estate and Tax Planning and Fiduciary Litigation.  Ms. Chomakos has extensive experience in assisting clients with comprehensive and sophisticated estate plans, representing fiduciaries in trust and estate administration matters, buying and selling businesses, organizing charitable organizations and forming joint ventures.  Additionally, Ms. Chomakos has represented individuals and corporate fiduciaries in a variety of matters, including income tax and litigation related matters. 

Andrea is a fellow of the American College of Trust and Estate Counsel, and has been selected as one of North Carolina’s Legal Elite in Tax/Estate Planning and one of the State’s top 50 female lawyers by Business North Carolina and Super Lawyers by Thompson Reuter’s Legal magazine.  She is a frequent speaker on a variety of topics, including charitable planning and income tax planning, planning with partnership and partnership taxation, as well as business succession planning.  Ms. Chomakos received her A.B. degree from the University of Michigan; her J.D. degree summa cum laude from the University of Detroit Mercy School of Law and her LL.M. degree in Taxation from New York University School of Law.


Bernard A. Krooks, founding partner of the law firm Littman Krooks LLP, is Chair of the firm’s Elder Law and Special Needs Department. He is a nationally recognized expert in all aspects of elder law, estate planning and special needs planning. He is past president of the Board of Directors of the Arc of Westchester, the largest agency in Westchester County serving people with intellectual and developmental disabilities and their families.

Professional Designations/Education

  • Master of Laws, Taxation (LLM), New York University
  • Juris Doctor (JD), Hofstra University School of Law
  • Bachelor of Science, S.U.N.Y at Albany
  • Certified Public Accountant (CPA)
  • Certified Elder Law Attorney (CELA)
  • Accredited Estate Planner (AEP) (Distinguished)

Awards & Recognition

  • 2016 Advocate of the Year Award, Arc of Westchester Children’s School for Early Development
  • Estate Planning Hall of Fame Class of 2014, National Association of Estate Planners & Councils (NAEPC)
  • Outstanding Achievement Award, NAELA New York Chapter for lifelong work on behalf of seniors and individuals with disabilities
  • Best Lawyers in America (Elder Law and Trusts and Estates) since 2008
  • New York Super Lawyer since 2006
  • Top 25 Westchester, NY Super Lawyers since 2008
  • Who’s Who in America
  • NYSARC Employer of the Year Award (2007)
  • Family Friendly Employment Policy Award, Westchester Women’s Bar Association (2011)

Nationally recognized speaker at leading elder law, estate planning & special needs planning conferences, including:

Heckerling Institute on Estate Planning, World Congress on Adult Guardianship - Stetson Special Needs Trusts Conference - PLI Estate Planning Institute - American Bar Association Annual Meeting - New York State Bar Association Annual Meeting - NAEPC Annual Conference -ACTEC Annual Meeting - KC Estate Planning Symposium - World Congress & Expo on Disabilities - American Institute of Certified Public Accountants - Notre Dame Tax & Estate Planning Institute


Blanche Lark Christerson is a wealth planning consultant in New York City, with extensive experience in the private banking and fiduciary services industry.  Most recently, she was at Deutsche Bank, where she counseled clients and colleagues on estate and wealth planning matters and wrote Tax Topics, a regular commentary on current legislation and other tax and related issues.  Prior to Deutsche Bank, Ms. Christerson was at U.S. Trust, where she had primary editorial responsibility for Practical Drafting, its estate planning publication.  Ms. Christerson was on the planning committee for the Advanced Personal Financial Planning Conference of 2020 ENGAGE of the American Institute of CPAs (AICPA), along with various industry committees through the American Bankers Association and the New York Bankers Association.  Ms. Christerson has been a regular lecturer for the Practising Law Institute, and for numerous planning and professional organizations nationwide, including the AICPA, the New York State Society of CPAs and the United Jewish Appeal (UJA).  She received her B.A. from Sarah Lawrence College, her J.D. from New York Law School and her LL.M. in taxation from New York University School of Law.  Ms. Christerson is a member of the New York Bar Association, the Bar of the City of New York, the Bar of the Supreme Court of the United States and the American Bar Association.  She is also the president of the Bagby Foundation for the Musical Arts.


Carl, a senior partner in the firm’s Private Client Services group, represents individuals, helping them to achieve their family, financial and estate planning goals while minimizing their potential estate, gift and income tax liabilities. 

Carl is an adjunct professor in the University of Miami School of Law’s Heckerling graduate LL.M. program in Estate Planning.  Carl is a fellow of the American College of Trust and Estate Counsel (ACTEC) and a Board Certified Specialist in Estate Planning and Probate Law.

In recent years, Carl’s most rewarding professional work has included counseling families (all generations) during the growth of family offices, providing legal advice with respect to some of the largest charitable gifts in North Carolina’s history, and co-authoring the American College of Trust and Estate Counsel (ACTEC) amicus brief in the Kaestner case to the U.S. Supreme Court.

Carl advises wealthy clients concerning complex gift and estate tax strategies including dynasty trusts, family limited liability companies, installment sales to grantor trusts, grantor retained annuity trusts ("GRATs"), split purchase trusts and the use of a wide variety of charitable entities.

Carl’s recent speaking engagements have covered the Constitutionality of State Fiduciary Income Tax; How Death Impacts Installment Sales; Advanced Income Tax Planning for Complex Trusts; Planning to Protect Fiduciaries.

Previously, Carl clerked both for the U.S. District Court and for the United States Securities and Exchange Commission.  In 2008, Carl was selected as the Pro Bono Attorney of the Year by Legal Services of the Southern Piedmont for his work with wills clinics, which continues.


Conrad Teitell is a principal in the Connecticut and Florida law firm of Cummings & Lockwood, based in the firm's Stamford office and chairs the firm’s National Charitable Planning Group. He is an adjunct professor (Masters Graduate Program in Estate Planning) at the University of Miami School of Law. He holds an LL.B. from Columbia Law School and an LL.M. from New York University Law School.

He has lectured in all 50 states on taxes and estate planning for thousands of hours at programs sponsored by bar associations, estate planning councils, colleges, universities, law schools, community foundations, hospitals, museums, retirement communities, religious, health, social welfare and other organizations. He lectures annually at Columbia Law School’s Stone Circle luncheon. He also teaches ethics in charitable gift planning.

His publications on taxes, wills and estate planning have been read by millions—lay people and professional tax advisers. His many articles include columns in Trusts & Estates magazine and the New York Law Journal. He is the editor and publisher of Taxwise Giving, a monthly newsletter and is the author of the five-volume treatise, Philanthropy and Taxation. His column, Speaking and Writing, has appeared in the American Bar Association’s Journal and in TRIAL, the magazine of The American Association for Justice.

The American College of Trust and Estate Counsel A SPEAKER'S SPEAKER

Conrad Teitell founded and taught the American Bar Association's (ALI/CLE’s) public speaking courses for over 25 years. He teaches public speaking to other professional advisers and laypeople and teaches public speaking for the Practicing Law Institute and the New York City Bar Association. He taught public speaking in a six-part PBS television series.

Teitell was the on-air tax adviser for the PBS series On The Money produced by WGBH/Boston. He has done six PBS television specials on taxes and estate planning—two produced by WGBH/Boston, two produced by KVIE/Sacramento, one produced by WMHT/Schenectady and one produced by KCTS/Seattle. He has been a commentator on National Public Radio’s Marketplace.

Conrad Teitell has testified at hearings held by the Treasury, the Internal Revenue Service, the Senate Finance Committee, the House Ways and Means Committee and the House Judiciary Committee. He was one of four invited witnesses to testify at the Senate Finance Committee on estate tax revision. The other invited witnesses were a businessman from Iowa, a rancher from South Dakota and the Oracle from Omaha—Warren Buffett.


GIDEON ROTHSCHILD is a partner with the New York City law firm of MOSES & SINGER LLP, where he co-chairs the Trusts & Estates and Wealth Preservation Group.  He focuses his practice in the areas of domestic and international estate planning techniques for high net worth clients and is a nationally recognized authority on wealth preservation and offshore trusts.

Mr. Rothschild is a Past Chair of the Real Property Trust & Estate Law Section of the American Bar Association, a Fellow of the American College of Trust and Estate Counsel and Academician of The International Academy of Trust and Estate Lawyers and a past Chair of the New York Chapter of the Society of Trust and Estate Practitioners (STEP). 

Mr. Rothschild is the co-author of the BNA Tax Management portfolio on Asset Protection Planning and a member of the Editorial Advisory Boards of Tax Management Estates, Gifts, and Trusts, and Trusts and Estates.  He is the author of numerous articles for publications including the New York Law Journal, Journal of Asset Protection, Trusts and Estates and Estate Planning, a former Adjunct Professor, at New York Law School and the University of Miami School of Law Graduate Programs in Estate Planning, frequent lecturer on asset protection and estate planning to professional groups including University of Miami’s Philip E. Heckerling Institute, New York University Federal Tax Institute, the New York State Bar Association, the American Bar Association, the Southern Federal Tax Institute and the American Institute of Certified Public Accountants. 

Mr. Rothschild has been designated as a Distinguished Accredited Estate Planner by the National Association of Estate Planners and Councils and is listed in Best Lawyers in America (Lawyer of the Year 2018), ChambersUSA, CityWealth Leaders List, New York Superlawyers and Worth’s Top 100 Lawyers. Mr. Rothschild is also licensed as a Certified Public Accountant.

 

 

 


Kathleen (“Casey”) Copps DiPaola, Esq. is a partner of Copps DiPaola Silverman, PLLC in Albany, New York where she focuses her practice on Adoption, Assisted Reproduction and Estate Planning & Probate.

Ms. DiPaola is a Fellow of the Academy of Adoption & Assisted Reproduction Attorneys, the President of New York Attorneys for Adoption & Family Formation and also an active member of various bar associations. 

Ms. DiPaola worked tirelessly over the last several years to help draft the New York Child Parent Security Act and advocate for its enactment by the legislature.  She is also a frequent lecturer to attorneys, judges, fertility clinics and other organizations on the topics of adoption and assisted reproduction.

Ms. DiPaola is also the founder of the New York Surrogacy Center, a surrogacy matching program that operates primarily in New York, Vermont and New Jersey. 

Ms. DiPaola is licensed to practice in state courts in New York, New Jersey and Vermont as well as various federal courts, including the United States Supreme Court. 

Ms. DiPaola is also an active volunteer in her community in both a legal and non-legal capacity.  Ms. DiPaola previously graduated from the Rochester Institute of Technology with highest honors and as the salutatorian from Albany Law School in 2009.  She lives in upstate New York with her husband and two children.

 


Richard S. Rothberg is a Senior Counsel in Schlesinger Lazetera & Auchincloss LLP, having joined the firm in 2018.

He has practiced in the areas of trusts and estates for more than 35 years. His practice includes personal wealth transfer planning; estate and trust administration; estate, gift and generation-skipping tax planning; fiduciary income tax issues; estate and gift tax dispute resolution; wealth transfer litigation; charitable planning; and marital planning including legal and financial planning in the context of marriage and the marriages of children and other family members and the preparation and negotiation of prenuptial and postnuptial agreements.

Mr. Rothberg received his JD in 1967 from Harvard Law School, cum laude. He attended Northwestern University, Evanston, Illinois, receiving his BA with distinction in 1964. He was a member of Phi Beta Kappa.

Mr. Rothberg is a former Chair of the Trusts and Estates Law Section, New York State Bar Association, and a fellow of the American College of Trust and Estate Counsel. He has been recognized by New York Magazine as one of the New York City area’s “Best Lawyers” in the field of Trusts and Estates, and has been named to the “Super Lawyers of New York”. He has written and lectured extensively on topics related to gift and estate taxation, including contributions to legal and tax journals on the subjects of federal and state estate taxes, retirement plan benefits, S Corporations and the valuation of family businesses.


Sanford ("Sandy") J. Schlesinger is a founding partner of the law firm of Schlesinger Lazetera & Auchincloss LLP formerly Schlesinger Gannon & Lazetera LLP.  Mr. Schlesinger is a nationally recognized expert in the areas of estate and tax planning, estate administration, family-owned business planning, charitable planning and all related areas.  He also handles all aspects of contested and litigated estate, trust and related tax matters.

Mr. Schlesinger is a fellow of the American College of Trust and Estate Counsel and is a past Downstate New York Chair and a former member of its Charitable Planning and Exempt Organizations Committee.  He was Co-Chair of the NYU-SCPS 73rd Institute on Federal Taxation (2014) and is currently serving as Co-Chair of this year’s 78th Institute.  His other memberships include the Trusts, Estates, and Surrogate’s Courts Committee of the New York City Bar (2013 through 2016), the Editorial Board of the New York State Bar Journal (Emeritus since 2006), Board of Directors of the New York State Bar Foundation (through July 2013), National Academy of Elder Law Attorneys, International Academy of Estate and Trust Law (Academician), Estate Planning Advisory Committee of the Practicing Law Institute, and Financial and Estate Planning Advisory Board of the Commerce Clearing House (CCH).  He has chaired The Annual Estate Planning Institute of the Practising Law Institute for over 20 years. He is a former Chair of the New York State Bar Association's Trusts and Estates Law Section and the Advisory Board of the New York University Institute on Federal Taxation, (currently a member of The Advisory Board and Chair of its 2013 through 2019 programs).  He is Chair of the Practising Law Institute Annual Estate Planning Institute.  He is also a former Adjunct Professor of Law at New York Law School, where he taught estate and gift taxation, former Adjunct Professor of Law at the University of Miami Law School and a former Adjunct faculty member at Columbia University School of Law.  He has also been elected to the National Association of Estate Planners and Councils Estate Planning Hall of Fame.

Mr. Schlesinger received a B.S. (with honors) in 1963 from Columbia University and a J.D. in 1966 from Fordham University School of Law.  In addition to being a frequent lecturer, Mr. Schlesinger has authored three books and numerous publications on trusts, estates, taxation, closely held business and family succession planning, charitable giving and related matters.  He is listed in the Who's Who in America and Who's Who in the World, as well as having been named to the lists of "The New York Area's Best Lawyers," New York Magazine and New York Times (through 2020), "New York Super Lawyers," New York Times and, for over 30 years as one of "The Best Lawyers in America".


Stephanie Heilborn is a partner in the Private Client Services Department and leads the International Private Client Services group.

Stephanie counsels some of the world’s wealthiest families and largest financial institutions in the implementation of complex tax-planning strategies, international estate planning and trust administration as well as fiduciary litigation. She assists in the formation and provision of corporate tax advice to private foundations and other tax-exempt organizations. She also has experience in forming and advising domestic and international family offices regarding estate and tax planning.

Stephanie frequently lectures and writes on estate-planning topics and has been quoted by The New York Times and Forbes. She has served as an Adjunct Associate Professor of Law at Brooklyn Law School.


STEPHEN J. KRASS, ESQ., is a member of the law firm of Krass, Snow & Schmutter, P.C. in New York City. Mr. Krass received his B.S. (Accounting) from The Ohio State University and LL.B. and LL.M. (Taxation) from New York University School of Law. Mr. Krass is a member of the American Bar Association Section on Real Property, Trust and Estate Law and the New York State Bar Association Section on Trusts and Estates, and is a Charter Fellow of The American College of Employee Benefits Counsel. He has served as President of the Estate Planning Council of New York City and has also been a member of its Board of Directors. Mr. Krass is a member of the Advisory Boards of the NYU Institute on Federal Taxation and Wolters Kluwer Financial and Estate Planning Reporter and has served as a member of the Planned Giving Committee of Yeshiva University, The Ohio State University Foundation Planned Giving Committee, and the East Coast Major Gifts Committee of The Ohio State University. Mr. Krass has been a panelist on many programs, including New York State Bar Association, AICPA, New York State Society of CPAs, Practising Law Institute, AALU, Association of the Bar of the City of New York, and New York County Lawyers' Association programs. He has spoken at the NYU Institute on Federal Taxation; The Ohio State University College of Law; Fordham Law School; New York Law School; Baruch College; Columbus (Ohio) Tax Conference; Purdue University Insurance Marketing Institute; UJA-Federation Annual Tax, Estate and Financial Planning Conference; The American College—CCH National Conference on Financial Planning; Institute of Certified Financial Planners Annual Conference; International Association for Financial Planning; American Academy of Matrimonial Lawyers; Hofstra University—Center for Business Studies; C. W. Post Tax Institute; and Iona College Tax Institute. Mr. Krass has been an instructor in the Long Island University Paralegal Program. He is the author of The Pension Answer Book and has contributed articles to The Journal of Taxation of Estates and Trusts; Estate Planning; Taxes—The Tax Magazine; Journal of the Institute of Certified Financial Planners; The Pension Actuary; The Practical Accountant; CLU Journal; CCH Financial and Estate Planning Reporter; The Journal of Financial Planning; Journal of Pension Planning & Compliance; Taxation for Accountants; and Taxation for Lawyers.


In 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.