Virtual Opening Dinner Meeting
“A Trustee Toolkit from Here to Eternity: Lessons from Recent Fiduciary Litigation.”

Date: Wednesday, September 29, 2021
Time: 5:30pm - 7:30pm
Location: Zoom
Speaker: Panel Discussion

Thank you to our meeting sponsor . . .  


RESERVATIONS DUE NO LATER THAN MONDAY, September 27, 2021. 


Reservations are on a first come, first served basis, and limited to EPCWC members and designated Pace Law School students.
For this event EPCWC members may invite a guest at no charge.


5:30 PM – Zoom Room Opens
5:45 PM – Opening Remarks / Announcements 
6:00 PM – Panel Discussion Begins


Topic
“A Trustee Toolkit from Here to Eternity: Lessons from Recent Fiduciary Litigation.”

Description of the Program
This panel discussion features six experienced estate planning attorneys discussing recent trends in fiduciary law. Through analysis of recent notable cases and their applicability to the day-to-day work of estate planning professionals and fiduciaries, this program will identify important lessons from recent litigation. When advising clients about wealth management concerns, the selection of a fiduciary, and management of the fiduciary relationship, estate planning professionals need to understand the tools that are available to assist in monitoring fiduciary performance as well as what the law expects from fiduciaries.


Moderator
Professor Bridget J. Crawford
Elisabeth Haub School of Law at Pace University.

Bridget J. Crawford
Bridget Crawford is a University Distinguished Professor and a Professor of Law at the Elisabeth Haub School of Law at Pace University. She teaches Federal Income Taxation; Estate and Gift Taxation; and Wills, Trusts and Estates. Prior to joining the Pace faculty, Professor Crawford practiced law at Milbank Tweed Hadley & McCloy LLP in New York (now Milbank LLP). Her practice was concerned with income, estate and gift tax planning for individuals, as well as tax and other advice to closely-held corporations and exempt organizations.

Professor Crawford is a member of the American Law Institute and the American College of Trust and Estate Counsel. She is the co-author of three casebooks: Federal Taxes of Gratuitous Transfers: Law & Planning (with Joseph M. Dodge & Wendy C. Gerzog), the seventh edition of Federal Income Taxation: Cases and Materials (with Joel Newman & Dorothy Brown), and the second edition of Wills, Trusts & Estates: An Integrated Approach (with Danaya C. Wright & Michael J. Higdon). She is a graduate of Yale University (BA), the University of Pennsylvania Law School (JD) and Griffith University in Brisbane, Australia (PhD).

About the Panel

Jacob H. Calvert
Jake is a member of the Private Wealth Services practice group of Neal Gerber Eisenberg in Chicago, Illinois. He focuses his practice on domestic and international wealth planning, trust administration, and trust and estate controversies. He is a graduate of Miami University of Ohio (BA), Seton Hall University (MA) and New York University School of Law.

Jake assists high net worth individuals and families with drafting and administering complex estate plans and with formulating and executing family business succession events.  He excels at assisting with the formation of tax-exempt organizations and advising private foundations and other exempt organizations about operations and obligations.

Before becoming a lawyer, Jake worked in the Counsel’s Office of The Metropolitan Museum of Art and in the development offices of an educational foundation and a major private university. In law school, Jake was a Competitions Advocacy Editor for the Moot Court Board and Treasurer of the Art Law Society.

Zachary E. Goldaber
Prior to joining Curtis, Zach worked as a legal intern for the National Hockey League, where his role included advising the League on pension and League-player labor issues. Zach also worked at the Pension Benefit Guaranty Corporation, advising on pension policy issues. He is a graduate of The University of Chicago (BA) and New York University School of Law (JD).

David J. Herzig
David Herzig is a Tax Principal with Ernst & Young LLP’s Private Client Services Tax practice, who currently serves the US-West Region.

For more than 20 years, he has advised family businesses, their owners and family members on how to grow and preserve their wealth, while in turn dealing with the complex issues of business succession, governance, income tax and transfer tax. David also has extensive experience advising families on the set–up and structure of their private foundations.

Prior to joining E&Y, David was a law professor, headed a family office, and practiced law at AmLaw 100 firms. He holds a JD from the University of Kentucky and BA from University of Louisville.

Elizabeth M. Luk
Elizabeth Luk is Head of BNY Mellon Trust of Delaware, which administers trusts for fiduciary clients where BNY Mellon Trust of Delaware serves as sole trustee, co-trustee, or directed trustee. Elizabeth is based in Greenville, DE. In addition to overseeing the expansion of the Delaware trust team, she participates in discretionary trust decision making, including the review of trust structures and instruments, and manages BNY Mellon Trust of Delaware fiduciary appointments. A highly regarded commentator on trust administration topics, Elizabeth serves as the BNY Mellon Trust of Delaware legal subject matter expert. Prior to joining BNY Mellon, she held the position of Executive Director and Trust Officer for J.P. Morgan Trust Company of Delaware.  Liz is a 2006 graduate of the Elisabeth Haub School of Law at Pace University.

Justin Miller
Justin Miller, J.D., LL.M., TEP, AEP®, CFP®, is a Partner and National Director of Wealth Planning at Evercore Wealth Management and Managing Director at Evercore Trust Company, where he works with accountants, attorneys, and other advisors to provide comprehensive wealth planning advice to clients. He also is an adjunct professor at Golden Gate University School of Law, a Fellow of the American Bar Foundation, and a Fellow of the American College of Trust and Estate Counsel. In addition, he is a frequent keynote speaker at major conferences, has published numerous articles, and is regularly quoted as an industry expert in the media. Justin received a B.A., with honors, from the University of California, Berkeley, and a J.D. and LL.M. in Taxation from New York University School of Law.


CLE Provided Courtesy of PACE University, Elisabeth Haub School of Law
This program is transitional and appropriate for experienced and newly admitted attorneys. 
The Elisabeth Haub School of Law has been certified by the New York State Continuing Education Board as an accredited provider of continuing legal education in the State of New York.  For guidelines and information, please contact Debra M. Burg at (914) 299-5135.  All requests are confidential.

CPE and CFP Continuing Education -  Members only
Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Specialized knowledge.  Our New York State CPE Sponsor license number is 000783.
(1) CFP CE - pending approval

Cost
EPCWC - Member - no charge
Pace Law Student - no charge

CLE and CFP CE  credit not available for guests:
EPCWC - Guest – no charge


 

 

 

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