Join us to hear important practice tips, highlighting governing law necessary to preserve the record throughout a jury trial, from the pre-trial conference, to voir dire of jurors, trial objections, trial motions, and post-trial motions.

The panelists, who are renowned appellate and trial attorneys, will discuss how to ensure a clean and clear record, and successful trial, by proper and timely motions and objections.

Participants will learn how embedded appellate counsel, on both sides, significantly enhances the trial team’s effectiveness by, inter alia, drafting persuasive written motions and briefs for the trial court, drafting jury instructions, and advising the trial team on trial objections and motions.

The panelists will also discuss appellate counsel’s role, and effectiveness, during mediation and other ADR methods.

Before the program begins, IN-PERSON attendees will have an opportunity to network with fellow attendees and the speakers. Refreshments will be provided.

The recently passed “One Big Beautiful Bill” (OBBBA) has reshaped estate planning for high-net-worth Americans by virtually eliminating federal estate tax liabilities for individuals with estates under $15 million, or $30 million for married couples. This sweeping legislation has left many wondering what to do with their unneeded life insurance coverage.

In addition, many of the older, non-guaranteed universal life policies have been poorly managed and impacted by years of low interest rates. As a result, their coverage is expiring years earlier than expected, leaving clients with limited choices.

Our speakers will explore several available options for both groups of individuals. They will discuss repurposing an existing policy to maximize its value, as well as an alternative strategy called a life settlement that allows a client to exit for significantly more than the policy’s cash surrender value.

Michael Calcagni will provide simple techniques for litigation avoidance when making changes to an existing estate plan for maximum advantage under OBBBA. He will touch on the basic tenets of legal standing and share planning tips to address risks posed by opportunistic beneficiaries. Additionally, because high-net-worth clients often have reasons to utilize an asymmetrical distribution strategy in their estate planning vehicles, Michael will draw from his experience to outline considerations for ensuring that post-death disputes can be resolved outside of the expensive and delayed court process.

Henry E. Klosowski will discuss the benefits of lifetime trusts, both inside wills and within irrevocable trusts, as well as the information required to draft a will. This includes the importance of a health care proxy, living will, HIPAA authorization, and power of attorney to avoid guardianship proceedings. He will also discuss IRS and NYS credits available for gifting purposes and at death, as well as what can be done with a Spousal Lifetime Access Trust under OBBBA.

Join us to add new strategies to your clients’ plans and transform unneeded or failing policies into meaningful new financial opportunities.

Digital assets are becoming more common — and harder to track.

Our presenters, two experienced matrimonial attorneys and a white-collar defense lawyer, will discuss how attorneys can identify, trace, and properly value cryptocurrency, NFTs, and other digital holdings during divorce, as well as red flags for concealment and non-disclosure of those potentially valuable assets.

This program will satisfy the LIVE NY Skills and Ethics requirements for first and second year newly admitted attorneys in New York.

• Nov 6^th 5:30pm – 8:00pm Using AI in the Law Office
• Nov 13^th 5:30pm – 8:00pm Protecting against Scams and Data Breaches and Assessing Emotional Damages in Child Victims Act Cases
• Nov 18^th 5:30pm – 8:00pm How to Handle a Case Involving Claims Under the Fair Labor Standards Act (FLSA)