Events

April 8, 2026

• 4:00 PM EST – Webinar: Managing Disbursement Challenges in Trust Administration: Fiduciary Responsibilities and Legal Considerations (Registration Link)
  Host: InterActive Legal: Speaker Series
  Presenter: Ben Tiefenback, Esq.
  Cost: Complimentary
  Description: Make smarter, more confident trust distribution decisions. Gain practical guidance on navigating fiduciary responsibilities, balancing beneficiary needs, and maintaining compliance in complex trust administration scenarios.
  What You’ll Learn:
  • Navigate fiduciary responsibilities and legal considerations with confidence
  • Balance beneficiaries’ needs while maintaining compliance with regulatory frameworks
  • Develop sound distribution policies and improve communication and transparency
  • Address tax implications, risk management, and real-world disbursement challenges

April 16, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)

April 21, 2026

• 8:00–11:00 AM – Conference: 24th Annual Trusts & Estates: New York Conference (Registration Link)
  Host: American Heart Association (Professional Advisor Network)
  Location: Ease Hospitality, 605 3rd Ave., New York, NY
  Cost: Complimentary
  Description: A multi-session conference for trusts and estates professionals covering estate planning considerations in divorce, ethical integration of AI into practice, and related fiduciary and planning topics.
  • Session 1: The Two of You Came to Me for Estate Planning – But Let’s Talk About What Happens When You Get Divorced!, presented by Bruce Stone, Esq, Goldman, Felcoski & Stone P.A.
  • Session 2: Ethically Incorporating AI into Your Trusts and Estates Practice, presented by Robert M. Harper, Esq., Partner, Farrell Fritz
  • Session 3: Effects of Stress on the Heart and Well Being, presented by Nisha Parikh, MD, MPH, System Director, Women’s Heart Program | Northwell Health

April 30, 2026

• 2:30–4:00 PM – Zoom Presentation: T&E Think Tank Study Group: New York Electronic Wills (Zoom link)
  Host: Linda Maryanov
  Presenter: Hani Sarji
  Cost: Complimentary (open to all)
  Note: "THIS MEETING MARKS OUR 6th (!) ANNIVERSARY. The Thursday T&E Think Tank- we made lemonade out of Covid lemons."

May 14, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)

May 28, 2026

• 2:30–4:00 PM – Zoom Presentation: T&E Think Tank Study Group: Emily Does in Paris: The Art of Ancillary Probate in New York (Zoom link)
  Host: Linda Maryanov
  Presenter: Hon. Hillary Gingold, Surrogate New York County
  Cost: Complimentary (open to all)

June 11, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)

June 25, 2026

• 2:30–4:00 PM – Zoom Presentation: T&E Think Tank Study Group: Gun Ownership – Estate Planning and Estate Administration Issues (Zoom link)
  Host: Linda Maryanov
  Presenter: Gregory Herman-Giddens, JD, LLM, TEP, CFP, Attorney at law, Solicitor, England and Wales
  Cost: Complimentary (open to all)

July 16, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)

September 10, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)

September 17, 2026

• 2:30–4:00 PM – Zoom Presentation: T&E Think Tank Study Group: submissions of INFORMAL ACCOUNTINGS and other requests to the T&E Section (Zoom link)
  Host: Linda Maryanov
  Presenter: Mary Kim, Section Chief, Trusts and Estates Section, Charities Bureau, Office of the NYS Attorney General
  Cost: Complimentary (open to all)

October 1, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)

Oct 23, 2026

• 2:30–4:00 PM – Zoom Presentation: T&E Think Tank Study Group: Topic TBD (Zoom link)
  Host: Linda Maryanov
  Presenter: Alison Morissy, Wsq.
  Cost: Complimentary (open to all)

November 5, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)

December 3, 2026

• 2:30–4:00 PM – Zoom Presentation: T&E Think Tank Study Group: Time for a New Restatement of Trusts (Zoom link)
  Host: Linda Maryanov
  Presenter: Prof. Thomas P. Gallanis, Allison and Dorothy Rouse Chair in Law, Executive Director, Global Wealth Management Project, Antonin Scalia Law School, George Mason University, Fairfax, VA
  Cost: Complimentary (open to all)

December 17, 2026

• 2:30–4:00 PM – Zoom Session: T&E Think Tank Study Group: Open Mic (Zoom link)
  Host: Linda Maryanov
  Cost: Complimentary (open to all)