23rd Annual Trusts and Estates Conference
Tuesday, October 27, 2026
23rd Annual
Trusts &
Estates
CONFERENCE
Ethics for Breakfast
Representing Co-Fiduciaries in Estate and Trust Administration:
Ethical Conflicts and Other Dilemmas
Tuesday, October 27, 2026
The Association of the Bar of the City of New York
42 West 44th Street, New York, NY 10036
SPACE IS LIMITED!
For more information, please email calvaryevents@calvaryhospital.org or call 718.518.2285.
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
Frank W. Streng, Esq.
CONFERENCE CO-CHAIR
Partner, McCarthy Fingar LLP
Member, Calvary Professional Advisors Council
9:00 a.m.
Panel Presentation
MODERATOR
The Honorable Hilary Gingold
New York County Surrogate
PANELISTS
Ian W. MacLean, Esq.
Partner, McCarthy Fingar LLP
Joseph P. Scorese, Esq.
Partner, Sills Cummis & Gross P.C.
Member, Calvary Professional Advisors Council
9:50 a.m.
Break
10:00 a.m.
Panel Presentation Resumes
10:50 a.m.
Closing Remarks
Erin Gilmore Smith, Esq.
CONFERENCE CO-CHAIR
Head of Estate Planning, Edelman Financial Engines
Vice Chair, Calvary Professional Advisors Council