- February 13, 2017: (CLOSED)
2017 Heckerling Estate Planning Conference Review
Featuring Martin M. Shenkman
- February 22, 2017: (CLOSED)
The Trustee’s Duty to Inform: What Must the Trustee Tell Which Beneficiaries and When?
Featuring Michael M. Gordon
- October 18, 2017: (CLOSED)
Recent Developments in International Estate Planning: The U.S. Begins to Embrace Transparency
Featuring Dina Kapur Sanna & Carl A. Merino
Presentation: Recent Developments in International Estate Planning_ The U S Begins to Embrace Transparency
- November 15, 2017: (CLOSED)
Delaware’s Trust Act 2017: An Act to Amend Titles of the Delaware Code Relating to Decedents’
Estates & Fiduciary Relations, Property & State Taxes
Featuring Thomas Pulsifer
Materials: An Act to Amend Titles 12, 25 & 30 of the Delaware Code
- March 13, 2018: (CLOSED)
Blockchain & Cryptocurrency: to Trust or Not to Trust?
Featuring Christopher Matta, David Sorin & Ben Pace
- April 25, 2018: (OPEN)
Dynasty Trusts: Nothing Lasts Forever
Featuring Michael Gordon
- New York, NY, July 16, 2015:
NYPT Names Richard W. Kemp Chief Compliance Officer
- New York, NY, April 20, 2015:
NYPT Adds New Team Members to Support Rapid Growth
- Uniondale, NY, March 17, 2015:
STEP panel discussion: What is VUCA…And Why Should Estate Planning Professionals Care?
Featuring Kevin Batterton, Managing Director of New York Private Trust Company
- New York, New York, September 25, 2014:
Tocqueville Asset Management, L.P. has launched Tocqueville Trust Services (TTS), a strategic alliance with New York Private Trust Company
- January 9-13, 2017: HECKERLING 2017
We are pleased to announce that we will be attending the 51st Annual Heckerling Institute on Estate Planning Conference at the Orlando World Center Marriott, and welcome the opportunity to meet you. Please contact Kevin Batterton at email@example.com or (212) 850-4055.