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17th Annual Sophisticated Trusts and Estates Law Institute


Scott T. Ditman, CPA/PFS, BERDON LLP

Scott T. Ditman is a Tax Partner; Member of the Executive Committee; and Leader of the Firm’s Personal Wealth Services Practice. Over his more than 35 years with the firm, he has developed a specialty in trust and estate taxation and planning.
 

Scott works closely with high net worth individuals and family/owner-managed business clients, advising on estate and income tax issues, and succession and financial planning. 
 

Scott speaks at various organizations, including the Annual Heckerling Institute on Estate Planning, on issues that include trust and estate planning, fiduciary accounting, and income tax planning. He has contributed to Bloomberg.com, Forbes, The CPA Journal, Long Island Business News, Newsday, Accounting Today, Journal of Financial Planning, Reuters, and Vault.  He also writes the blog T & E Talk.
 

Scott received his master’s from Baruch College and his BS from Brooklyn College. 

Gary B. Freidman, Esq., Greenfield Stein & Senior LLP

Gary B. Freidman joined Greenfield Stein & Senior, LLP (then known as Greenfield Eisenberg Stein & Senior) as an associate, becoming a member of the firm in 1986. His practice is in trust and estate related litigation.

 

Mr. Freidman served as an appellate law assistant to the Justices of the Appellate Division of the Supreme Court, Second Judicial Department. There, he was responsible for the preparation of confidential bench memoranda analyzing pending appeals for the Justices.

 

Mr. Freidman has been involved in numerous contested Surrogate's Court proceedings and has participated in various trials and hearings in the Surrogate's Court. These matters have involved diverse issues such as the validity of a charitable remainder unitrust, objections to wills and accountings, the jurisdiction of the Surrogate's Court and the validity of pre-death gifts.

 

In addition, he has been appointed as a guardian ad litem to represent the interests of minor children in New York, Westchester, Nassau, Suffolk, Bronx and Kings County Surrogate's Court in contested probate, advice and direction, and accounting proceedings.

Mr. Freidman has lectured on Mediation and Surrogate's Court matters before the American Law Institute, the New York State Bar Association, the Association of the Bar of the City of New York, the Surrogate’s Association of the State of New York, the  Elder Law Section of the New York State Bar Association, the New York State Society of Certified Public Accountants, and the American Bankers Association. 

         

Mr. Friedman received his JD from St. John's University School of Law and his  Master's from New York University Graduate School of Law.

 

Lawrence Katzenstein, Thompson Coburn LLP

Larry is a nationally known authority on estate planning and charitable giving. He is a partner in the Firm's private client services area and is a frequent speaker around the country to professional groups.

 

He appears annually on several American Law Institute estate planning programs and has spoken at many other national tax institutes, including the Notre Dame Tax Institute, the University of Miami Heckerling Estate Planning Institute and the Southern Federal Tax Institute.

 

Larry has served as an adjunct professor at the Washington University School of Law where he has taught both estate and gift taxation and fiduciary income taxation.

 

A former chair of the American Bar Association Tax Section Fiduciary Income Tax Committee, he is active in both the ABA Tax Section and the American College of Trust and Estate Counsel where he is a member of its Charitable Planning Committee. 

 

He has served as a member of the advisory board of the New York University National Center on Philanthropy and the Law.

 

Larry is also the creator of Tiger Tables actuarial software, which is widely used by tax lawyers and accountants. 

 

He received JD from Harvard and his bachelor’s from Washington University, St. Louis

William P. LaPiana, Esq., New York Law School

William P. LaPiana is an Associate Dean at New York Law School.  He has over thirty years of teaching in which four years were spent at the University of Pittsburgh Law School.  Professor LaPiana joined the faculty at New York Law School in 1987. In 1993, he was named the Rita and Joseph Solomon Professor of the Law of Wills, Trusts and Estates.

 

He believes that one of the best ways to analyze a society is to examine how its legal system deals with people’s most personal concerns.

 

Professor LaPiana also has been active with the trusts and estates sections of both the New York State and the American Bar Associations and is an academic fellow of the American College of Trust and Estate Counsel, serving on its Committees on State Laws and Legal Education.

 

After graduating from Harvard Law School, Professor LaPiana, who is originally from suburban Buffalo, spent four years as an associate at Davis Polk & Wardwell in New York.

 

Professor LaPiana holds both a Ph.D. in History and a J.D. from Harvard, where he also received his B.A. and an M.A.

Mark E. Osborne, Esq., Osborne, Helman, Knebel & Scott, LLP

Mr. Osborne is the managing partner of Osborne, Helman, Knebel & Scott, LLP located in Austin, Texas. 

 

He is a Fellow of the American College of Trust and Estate Counsel, an Academician of the International Academy of Trust and Estate Law, Vice Chair of the Texas Chapter of the Society of Trust and Estate Practitioners, Treasurer of the Individual Tax and Private Client Committee of the International Bar Association, and Founding Editor of the Committee's International Estate Planning Guide. 

 

Mr. Osborne is the Author of "Asset Protection Trusts for U.S. and Foreign Persons," a chapter of the LexisNexus International Estate Planning Guide

C. Raymond Radigan, Hon., Ruskin Moscou Faltischek P.C.

Judge C. Raymond Radigan, retired Nassau County surrogate, serves as counsel to the Trusts & Estates Department. He is chair of Ruskin Moscou Faltischek, P.C.’s Mediation Solutions Group. His practice focuses on estate and trust litigation, estate administration and estate planning.

 

He served as the judge of the Nassau County Surrogate’s Court for 20 years after he was first elected in 1981. Previously, he served the Nassau Surrogate’s Court as chief clerk and deputy chief clerk, and as a law assistant to Surrogate John D. Bennett. As chair of the Advisory Committee to the Legislature on the Estates Powers and Trusts Law, and the Surrogate’s Court Procedure Act, he has been a driving force in the revision and update of trusts and estates law and practice in New York State.


C. Raymond is a special professor at Hofstra Law School, an adjunct professor at St. John’s University School of Law, and a former adjunct professor at Brooklyn Law School and Touro College, Jacob D. Fuchsberg Law Center. He has lectured extensively, delivering more than 100 lectures annually to a wide variety of organizations, including the Long Island Estate Planning Council, Cornell University Law School, New York Law School, Columbia Law School, Pace Law School, New York State Bar Association, City Bar of New York, the bar associations of Kings, Queens and Westchester counties, and numerous other professional, business and social service organizations.


He is member of the American Bar Association, New York State Bar Association, Nassau County Bar Association and its Decedent Estate Committee, Long Island Lawyers Association, National College of Probate Judges, and New York State Bar Association Judicial Section where he served as president of the Judicial Council and as a former delegate to the House of Delegates.  In addition, C. Raymond is a fellow of the American College of Trust and Estate Counsel, Knight of Malta, a former president of the Society of the Friendly Sons of St. Patrick, and a member of the New York State Guard, where he served as colonel.

 

He received his JD from Brooklyn Law School and his BA from Brooklyn College.


 

Joshua S. Rubenstein, Esq., Katten Muchin Rosenman, LLP

Joshua S. Rubenstein is national head of the firm’s Trusts and Estates practice and national chair of the Private Client Services group. He also is a member of the firm’s Board of Directors and the Diversity Committee.

 

Josh advises businesses and private individuals, including high net worth individuals, senior executives, professionals, entrepreneurs, artists and others with unique intellectual property interests. He handles a wide variety of private matters for these clients on a local, national and international level, including personal and estate planning, the administration of estates and trusts, and contested Surrogate’s Court and tax proceedings.

 

He has counseled clients in trust and estates matters for more than 30 years, building relationships with those who value and rely upon his advice.

 

He is a member of the New York State Bar Association, past chair of the Trusts & Estates Law Section, American Bar Association, Real Property, Trust and Estates, Association of the Bar of the City of New York, and New York Office of Court Administration Advisory, Committee on Surrogates’ Courts.

 

Josh received his JD from Columbia Law School (Harlan Fiske Stone Scholar) and his BA, magna cum laude from Columbia University.

 

Frank T. Santoro, Esq., Farrell Fritz, PC

Frank T. Santoro practices trusts and estates law, concentrating in trusts and estates litigation.  He represents clients in New York State Surrogate’s Court in probate contests, contested accounting proceedings, discovery proceedings, and other miscellaneous proceedings, and in actions and proceedings in Supreme Court and federal court relating to trusts and estates. 

 

Frank lectures to numerous organizations on various trusts and estates litigation topics.  He also lectured to the Nassau and Suffolk County Bar Associations on the subject of contested accounting proceedings in the Surrogate’s Court and is a contributor to Farrell Fritz’s New York Trusts & Estates Litigation blog. 

 

Frank is a member of the New York State Bar Association and the Nassau County Bar Association.

 

Frank received his JD from Brooklyn Law School and his bachelor’s from State University of New York at Binghamton.

 

Vincent W. Versaci, Hon., Schenectady County Surrogate's Court

Judge Versaci is Acting Justice, Supreme Court, Schenectady County, he was appointed by Chief Administrative Judge Ann Pfau, 2011 to Present.  Judge Versaci was appointed by Governor David Paterson for Surrogate, Schenectady County Surrogate's Court, 2010 to 2010; and Elected, 2011 to 2020

 

Prior to becoming a judge, he was an attorney concentrating on Matrimonial, Family Law, Real Estate and criminal defense.

 

Judge Versaci was an Adjunct Professor at Schenectady County Community College from 2009-2010.   

He received his JD from Albany School of Law and his BA from University of Rochester. 

 


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