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Trusts from A to Z

August 9, 2019 @ 8:30 am - 4:40 pm

Two days, two locations:

Poughkeepsie, NY
August 6,2019
For more information and to register click here

Albany, NY
August 9, 2019
For more information and to register click here

Understand All the Wealth Planning Options Available to Your Clients

Planning your clients’ financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time – register today!

Speakers include:

  • STEPHEN E. DIAMOND is a partner in the law firm of Stenger, Diamond & Glass LLP
  • KATHERINE C. CARPENTER is an attorney at the law firm of Wilcenski & Pleat PLLC,
  • MICHAEL T. BROCKBANK is a sole practitioner in Schenectady, New York
  • ANTAR P. JONES is the founder of the Law Office of Antar P. Jones, PLLC
  • KYLE STELLER is an attorney with Mackey Butts & Wise LLP
  • EPHIE TRATAROS is the principal with The Trataros Law Firm PLLC

Who Should Attend?

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Tax Managers
  • Wealth Managers

Agenda includes:

  • What are Trusts? Main Trust Principles
  • Simple Testamentary Trusts and Revocable Living Trusts
  • Tax Reduction with Trusts
  • Grantor Trusts
  • Special Needs Trusts (SNTs)
  • Other Trust Structures and Issues
  • Legal Ethics


Hilton Garden Inn Albany/SUNY Area
1389 Washington Ave.
Albany, NY 12206 United States


NBI (National Business Institute)