Join UJA’s Trusts & Estates Group and New York State Society of CPAs virtually for our annual CLE/CPE event and legislative update. T. Randolph Harris and Barbara A. Sloan of McLaughlin & Stern LLP — distinguished honorees of UJA’s Trusts & Estates 29th Annual Event — will discuss the 2020 election outcomes and how they will affect tax and estate planning.
Hear our annual legislative update, presented by Ronni G. Davidowitz, partner, Katten Muchin Rosenman LLP, and discover how UJA’s critical relief efforts in the face of Covid-19 are helping to foster a brighter future for all.
12:00 noon – 12:30 pm: Optional NextGen Trusts & Estates Meet and Greet
12:30 – 2:00 pm: CLE/CPE Program
This program is CLE-accredited for one professional practice credit, for both newly admitted and experienced attorneys, through UJA-Federation of New York.
This program is CPE-accredited for one credit of continuing professional education in taxation through NYSSCPA/FAE
View the 2020 Lawyers Division Honor Roll
View the 29th Trusts & Estates Annual Event Digital Journal
Estate Planners Can Make an Impact. Learn more Here.
T. Randolph Harris is a partner in the New York City law firm of McLaughlin & Stern, LLP, where he is co-chair of the thirty-partner Trusts and Estates Department. Mr. Harris, a native of Wheeling, West Virginia, is a graduate of Princeton University and of the New York University School of Law, from which he also received a Master of Laws in Taxation. He is admitted to practice in New York and New Jersey, as well as before the United States Tax Court.
Mr. Harris is a fellow of the American College of Tax Counsel and of the American College of Trust and Estate Counsel, where he is past chair of the Legal Education and Fiduciary Income Tax Committees and a former member of the Executive Committee of the Board of Regents, and where he currently serves as a director of the ACTEC Foundation and chairs the ACTEC Young Leaders Program and the Mary Moers Wenig Writing Competition. He is an active member of the Tax Section of the American Bar Association, where he is a past chair of the Committee on Fiduciary Income Tax and the Tax Practice Management Committee, and of the Real Property, Trust and Estate Law Section, where he is a past council member and chair of various committees. He is also a member of the New York State Bar Association, where he has served on the Executive Committee of the Tax Section and as co-chair of that section’s Trust & Estate Committee, and the Association of the Bar of the City of New York, where he has served on the Estate and Gift Tax Committee and the Trusts, Estates and Surrogate’s Courts Committee. Mr. Harris is a member of the Surrogate’s Court Advisory Committee of the New York State Office of Court Administration, a member of the American Law Institute, and a fellow of the American Bar Foundation. He is co-chair of the Princeton University Planned Giving Advisory Committee and serves on the New York Public Library Planned Giving Advisory Board, the New-York Historical Society Planned Giving Advisory Council, and the Rockefeller University Committee on Trust and Estate Gift Plans, and co-chairs the Museum of Art and Design Professional Advisory Council.
Mr. Harris is an adjunct professor of law at the NYU School of Law, where he teaches estate planning in the Graduate Tax Law Program. He is the author of numerous articles on estate planning and related issues and has lectured in recent years for many organizations locally and around the country. He is active in charitable and community affairs, serving as an officer of the Princeton University Class of 1972 and the Ivy 1879 Foundation. He is president and former chair of the Board of Trustees of the Shakespeare Theatre of New Jersey and chair of the Advisory Council on Culture and the Arts of the Salzburg Global Seminar.
Barbara A. Sloan graduated from the George Washington University in 1972 and received a master’s degree in psychology from the University of Maryland in 1974. After pursuing a career in psychology, she graduated with honors from the Washington College of Law of American University in 1988, where she was elected to the Washington College of Law Honor Society. She is admitted to practice in the District of Columbia, Maryland, Pennsylvania, and New York. Ms. Sloan practiced law in Washington, D.C., before moving her practice to New York in 1998 and joining McLaughlin & Stern in 2000. Her practice relates principally to estate planning, the administration of estates and trusts, trustee and beneficiary litigation, business succession planning, and tax-exempt organization work, focusing particularly on private foundations and public charities.
Ms. Sloan is a fellow of the American College of Trust and Estate Counsel, where she currently serves as a member of the Membership Selection Committee, and previously served as a regent, state chair for Downstate New York, chair of the Fiduciary Income Tax Committee and chair of the Transfer Tax Study Committee. She is a founding chancellor of the ACTEC Mid-Atlantic Fellows Institute. Ms. Sloan is also a member of the Section of Taxation of the American Bar Association, where she chaired the Estate and Gift Tax Committee and Tax Practice Management Committee, and a member of the Real Property, Trust & Estate Law Section of the ABA, where she was a member of the Section Council and currently serves on the Section Planning Committee. She is also a past chair of the Estate and Gift Taxation Committee of the Association of the Bar of the City of New York. She is a member of the American Law Institute, a member of the Trusts and Estates Law Section of the New York State Bar Association, and an adjunct professor of law at New York University School of Law in the Graduate Tax Law Program, where she teaches estate planning.
Ms. Sloan lectures and publishes nationally on a variety of estate planning topics. She is a member of the Museum of Art and Design Professional Advisory Committee and the Professional Advisory Board of the New-York Historical Society. She has also served as an officer and director of numerous civic and charitable organizations, having been director and the secretary of the Eye-Bank for Sight Restoration and a director of the Kaufman Center, and currently serves on the board of The New Group. She delivered the American Trollope Society 2001 Annual Lecture on Selected Problems in the Victorian Law of Inheritance and Their Effect on the Lives of Women.
Trust & Estates Group Leadership
Kevin Matz, Stroock & Stroock & Lavan LLP
Frank Levin, TD Wealth
Hannah Mensch, Ehrenkranz & Ehrenkranz LLP
Nancy Gabel, Evercore Wealth Management
Jackie Garrod, Northern Trust
Alex Waxenberg, Fox Rothschild LLP
Next Generation Trusts & Estates Leadership:
Shifra Herzberg, Stroock & Stroock & Lavan LLP
Jillian E. Merns, Willkie Farr & Gallagher LLP
Ariel Nelson, Herrick, Feinstein LLP
Lauren J. Rocklin, Bank of America Private Bank
Sean R. Weissbart, Blank Rome LLP
Amy Altman, Samantha Anderson, Orly Apelboim, Susan Taxin Baer, Emily Belfer, Ninette Bordoff, Sherri Cohen, Martin Danoff, Ronni G. Davidowitz, Mitchell Drossman, Pamela Ehrenkranz, Jeff Feinstein, Glenn Fox, Gary Freidman, Bradley Glick, Alan Halperin, Alan Hirschfeld, Caryn Keppler, Beth Kerwin, Ellyn Kravitz, Stanley S. Leffler, Jerome L. Levine, Jessica Nachman, Jonathan K. Pollack, Stewart Pollak, Sara Rabi, Joshua Rubenstein, Michael Shapiro, Jonathan Shenkman, Seth Slotkin, Peter Stambleck, Alan Swerdloff, Ivan Taback, Cheryl Tager, Zena Tamler, Lois Tilton, Jay Waxenberg, Daniel Yarmish, Jay Ziffer