22nd Annual Trusts and Estates Conference
Friday, November 7, 2025
22nd Annual
Trusts &
Estates
CONFERENCE
Ethics for Breakfast:
The Ethics of an Efficient Estate Plan
Friday, November 7, 2025
The Association of the Bar of the City of New York
42 West 44th Street, New York, NY 10036
Pre-registration for the Conference is closed, but we will accept walk-ins on Friday morning.
If you have any questions, please email calvaryevents@calvaryhospital.org.
Details
- Program begins at 8:15 AM with Breakfast
- Under New York’s CLE rules, application for accreditation of this program for 2.0 credits in the area of Ethics and Professionalism is currently pending
- The Conference has been developed by the Calvary Professional Advisors Council
- Please email calvaryevents@calvaryhospital.org for more information.
Program
8:15 a.m.
Breakfast
8:45 a.m
Introductory Remarks
Michael J. Fosina, MPH, FACHE
President, Calvary Hospital
Michael J.A. Smith
Fiduciary Consultant
Chair, Calvary Professional Advisors Council
Vice Chair, Calvary Fund Board
Member, Calvary Hospital Board
9:00 a.m.
Panel Presentation
MODERATOR
The Honorable Hilary Gingold
New York County Surrogate
PANELISTS
Susan Hegquist Accetta, Esq.
Partner, Stern Keiser & Panken LLP
Member, Calvary Professional Advisors Council
Tyler Maulsby, Esq.
Partner, Frankfurt Kurnit Klein & Selz, P.C.
Erin Gilmore Smith, Esq.
CONFERENCE CO-CHAIR
Head of Estate Planning, Edelman Financial Engines
Vice Chair, Calvary Professional Advisors Council
9:50 a.m.
Break
10:00 a.m.
Panel Presentation Resumes
10:50 a.m.
Closing Remarks
Pre-registration for the Conference is closed, but we will accept walk-ins on Friday morning.
If you have any questions, please email calvaryevents@calvaryhospital.org.