Join UJA’s Trusts & Estates Group for our annual CLE/CPE event, featuring Sharon L. Klein and Peter R. Stambleck, who will present Confronting and Protecting Trusts Assets in Divorce. Ronni G. Davidowitz, partner at Katten Muchin Rosenman LLP, will present our annual New York legislative update.
You’ll also hear about UJA’s work supporting Israel and combating antisemitism.
Attendees can receive 1 hour of CLE and/or CPE credit.
Sharon is president of Family Wealth, Eastern U.S. Region, for Wilmington Trust, N.A. She is responsible for overseeing the delivery of all wealth management services by teams of professionals, including planning, trust, investment management, family governance and education, family office, and private banking services. Sharon also heads Wilmington Trust’s National Divorce Advisory Practice.
Sharon has over 25 years of experience in the wealth advisory arena and is a nationally recognized speaker and author. Global media company Forbes has featured Sharon as a Top Advisor in multiple categories since 2020. In 2022 and 2023 she was selected as one of the Top 50 Women Wealth Advisors...
A founder and partner of MSSG, Peter uses his unique background as a former CPA at a Big Four accounting firm and his deep experience in substantial family law cases to help clients navigate all aspects of complex divorce and family law matters.
Peter works closely with clients to counsel them through both financial and custody aspects of divorce. He is a tireless advocate for his clients, a creative problem solver, and, when necessary, an experienced litigator.
Peter’s cases regularly involve the valuation of privately held businesses and alternative investments, where he is able to apply his financial and accounting background and provide his clients with a skill set...
Ronni G. Davidowitz serves as the head of Katten’s New York Private Wealth practice and in her role, she understands that listening and being responsive are important services she can bring to her client.
As counsel, Ronni is a ready resource to help her clients sort out the legal, business, tax, and personal issues that can arise when planning their estates or managing their wealth. High-net-worth individuals, closely held businesses, entrepreneurs, artists, and art collectors are among those who Ronni advises. Ronni finds creative and efficient ways to help her clients avoid litigation. When conflicts arise, she has a successful track record advising clients on estate...
Chair
Jackie Garrod, Northern Trust
Vice Chairs
Hannah W. Mensch, Ehrenkranz Partners L.P.
Daniel M. Yarmish, Loeb & Loeb LLP
Event Chairs
Nancy Shavel Gabel, Evercore
Sean R. Weissbart, Blank Rome LLP
Education Chair
Alex E. Waxenberg, Kleinberg Kaplan Wolff & Cohen, P.C.
Chair
Jackie Garrod, Northern Trust
Vice Chairs
Hannah W. Mensch, Ehrenkranz Partners L.P.
Daniel M. Yarmish, Loeb & Loeb LLP
Event Chairs
Nancy Shavel Gabel, Evercore
Sean R. Weissbart, Blank Rome LLP
Education Chair
Alex E. Waxenberg, Kleinberg Kaplan Wolff & Cohen, P.C.
