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EPCNYC: Evening Program & Dinner September 2019
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Join EPCNYC for the first evening program of the EPCNYC 2019-2020 year. In order to accommodate dietary restrictions, please register one week in advance.

When: Thursday, September 12, 2019
5:30 pm - 8:00 pm
Where: Union League Club
38 E 37th St
New York 10016
United States
Contact: Amber Lettko

Online registration is closed.
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Join EPCNYC to hear presenter Angelo M. Grasso discuss 
"Trusts Go To Washington: North Carolina Department of Revenue v. Kaestner Family Trust"


About the Presentation:

In January 2019, the Supreme Court of the United States granted North Carolina’s petition for certiorari on the question of whether the Due Process Clause prohibits states from taxing trusts based on trust beneficiaries’ in-state residency.  This presentation will discuss the applicable law, the arguments made by all interested parties, the oral argument at the Supreme Court, the Supreme Court’s decision, and the potential consequences of the decision.

About the Presenter:


Angelo M. Grasso is a partner at Greenfield Stein & Senior, LLP, whose practice is in trusts & estates litigation and contested Article 81 guardianships. Angelo represents clients in a variety of proceedings in Surrogate’s Court, including will contests, discovery proceedings, contested accountings, and guardianship proceedings. Angelo has served as lead counsel on trials in Surrogate’s and Supreme Court, and argued appeals in the Appellate Division.


Angelo is a frequent lecturer on Surrogate’s Court matters, and co-chaired the New York State Bar Association’s 2014 program on Discovery Proceedings. Angelo is an active member of the Trusts and Estates committee of the New York State Bar Association, where he serves on the Executive Committee, is the Chair of the Surrogate’s Court Committee, and co-chaired the section’s Spring 2019 meeting in Naples, Florida. He is also a member of the Trusts, Estates and Surrogate’s Court Committee of the New York City Bar Association, and the Westchester County Bar Association.


Angelo graduated from the Georgetown University Law Center in 2002, where he was an associate editor of the American Criminal Law Review, and was admitted to practice in New York in 2003. He received his B.A. from Columbia University in 1999, where he wrote his senior thesis on the history of American anarchism.

Prior to joining Greenfield Stein & Senior, Angelo was an associate at Cahill Gordon & Reindel, LLP, Mongelli, P.C., and Littman Krooks LLP. He joined Greenfield Stein & Senior in 2008, and became a member of the firm in 2016.

Angelo resides in Westchester with his wife Hilary, daughter Zoë, and goldendoodle Phoebe. He is an active member of the Board of Directors of the Music Conservatory of Westchester.


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