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EPCNYC: Evening Program & Dinner January 2019
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Join EPCNYC for the third evening program of the EPCNYC 2018-2019 year.

 Export to Your Calendar 1/31/2019
When: January 31, 2019
5:30 pm - 8:00 pm
Where: Map this event »
Union League Club
38 E 37th St
New York 10016
United States
Contact: Amber Lettko
855.293.0784


Online registration is available until: 1/31/2019
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Managing Trustee Risk
with Jay Freiberg

 

 

About the Presenter

Jay W. Freiberg is a founding partner at Elman Freiberg PLLC. Jay is an aggressive and efficient problem solver who represents all types of stakeholders in and out of the courtroom. Focusing primarily on complex trust and estate disputes, including fraud and tax issues and multi-jurisdiction litigation, he brings deep experience in helping clients win. His private clients, including entrepreneurs, executives and philanthropists, also look to Jay for seasoned judgment in potentially contentious business and personal matters. Jay offers a unique litigation-focused skillset not usually found with typical trusts and estates attorneys.  As a federal court clerk and commercial litigator by training, he has spent the last 20 years in courtrooms across the country, and inherently understands the hurdles, pitfalls, and opportunities within the courtroom setting.


Jay is admitted in numerous courts throughout the United States, including the US Tax Court, the US Court of Appeals for the Second Circuit, the US District Court for the Southern and Eastern Districts of New York, and the US District Court for the Eastern District of Pennsylvania. Partnering with local counsel, notably in Delaware and in Florida, Jay is able to provide seamless counsel to his multi-jurisdictional clientele. 


Jay is also an adjunct professor at Fordham University School of Law, where he has taught legal writing for the past ten years. 

 

Prior to forming Elman Freiberg, Jay was the chair of Katten Muchin Rosenman’s New York Fiduciary Litigation practice. He also served as a clerk for the Honorable Diane Weiss Sigmund, judge for the US Bankruptcy Court in the Eastern District of Pennsylvania. 

 

About the Topic

This talk will focus on three key items to know and remain mindful of in order to help you, or your client, avoid sitting at the defense table in a courtroom justifying your acts as a trustee.  This is not a comfortable position to be in.  Accordingly, it is well worth the knowledge investment.  Know your beneficiaries.  Know your assets.  Know your co-trustees. By focusing on these three core items directly within a fiduciary’s purview you go a long way to preventing litigation.  I will use reported cases and matters that I am handling on my own docket to help identify fact patterns that increase a trustee’s risk profile.       

 

Thank You To Our Evening Program Sponsor: 

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