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

 Export to Your Calendar 11/12/2019
When: Tuesday, November 12, 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: 11/12/2019
« Go to Upcoming Event List  

Join EPCNYC for this Evening Program as the presenters discuss
"Where Will Your Trust Live? Selecting A Trust Jurisdiction In A Rapidly Evolving Legal Landscape"

 

About the Presentation:

Jurisdictional competition for long-term trust assets has expanded in recent years. Beyond the well-established favorable jurisdictions of Delaware, Alaska, South Dakota and Nevada, other states, such as Wyoming and New Hampshire have also entered the mix by passing directed trustee statutes, asset protection for self-settled trusts, flexible decanting and repealing their perpetuities statutes. Every year these states and others add further changes and refinements to these statutes that create more and more competition among the most proactive trust jurisdictions. State laws on the formation, administration and taxation of non-grantor trusts now vary significantly.  

This discussion will explore the nuanced differences among trust jurisdictions taking into consideration estate planning, creditor protection, flexibility, ease of trust administration, state resources, and other key client objectives in the establishment of trusts. This discussion will also include the critical issue of state level income taxation of trusts.


Speakers from the following states will be the presenters:

Alaska – Jonathan Blattmachr
Delaware – Thomas Forrest
South Dakota – James Palladino
Wyoming – Katrina Robinson

 

 

About the Panelists:


Jonathan Blattmachr
Jonathan G. Blattmachr is Director of Estate Planning for Peak Trust Company, formerly Alaska Trust Company and a Director of Pioneer Wealth Partners, LLC in a boutique wealth advisory firm in Manhattan.  He is a Principal at Interactive Legal Services Management, LLC Mr. Blattmachr is a Principal in Inter Active Legal, serving as its Editor-in-Chief and Co-Author of its cornerstone products, Wealth Transfer Planning™ and Elder Law Planning™ and a retired member of Milbank Tweed Hadley & McCloy LLP.  He is recognized as one of the most creative trusts and estates lawyers in the country and is listed in The Best Lawyers in America in New York, Alaska and in California. He graduated from Columbia University School of Law, where he was recognized as a Harlan Fiske Stone Scholar. He has written and lectured extensively on estate and trust taxation and charitable giving.  He is author & co-author of five books and more than 500 articles on estate planning and tax topics. Jonathan served two years of active duty in the US Army, rising to the rank of Captain and was awarded the Army Commendation Medal.  He is an instrument rated land and seaplane pilot and a licensed hunting and fishing guide in the Town of Southampton, New York.

 

         Materials:
                         
 Article 1
                           Article 2
                           IRS Rules
                           Tax Planning

 


Thomas Forrest
Thomas M. Forrest, is President & CEO of U.S. Trust Company of Delaware.

Tom is past President and founder of the Personal Trust Division for Charles Schwab Bank in Wilmington, Delaware.  He opened and staffed the Schwab personal trust office in 2007. Before joining Charles Schwab, Tom was co-founder, President and CEO of U.S. Trust Company of Delaware.  Tom joined U.S. Trust Company in 1999 and opened the U.S. Trust office in Delaware in 2000, where he managed the office through 2007.  Tom returned to U.S. Trust Company of Delaware in 2012.
 
Tom was Vice President and Manager of the Trust Tax and Financial Planning Division for Wilmington Trust for 18 years. Mr. Forrest is a past President of the National Association of Estate Planners and Councils, past President of the Delaware Estate Planning Council, past Treasurer of the Delaware Society of CPA’s and past Chairman of the Tax Committee.  Tom is a past board member of the Society of Financial Service Professionals, Delaware Chapter and has served as a board member of the Philadelphia Estate Planning Council.  He is also a past President of the Bank and Trust Tax Association of Mid-Atlantic States, a member of the American Institute of CPAs, The Delaware Society of CPAs, and The Wilmington Tax Group.  Tom is past board member of Autism Delaware and past Chairman of The Mary Campbell Center Foundation.  Tom is a member of the board and executive committee of The Delaware Bankers Association.

Mr. Forrest assisted the IRS with the development of fiduciary income tax returns on magnetic media and became the first bank in the country to file fiduciary income tax returns on magnetic media.  Mr. Forrest has lectured to professional groups on a variety of tax and estate planning topics at numerous meetings and seminars around the country including the National Graduate Trust School, ABA Tax Compliance Seminar, Financial Planning Association, American Bar Association Tax Section Meetings, Pennsylvania Bar Institute, Bank Administration Institute, and The National Association of Estate Planners and Councils. 

Tom graduated from the University of Delaware in 1982 with a B.S. in Accounting, and received his M.S. in Taxation from Widener University in 1985.   He received his Certified Public Accountant Certificate in 1986 and Accredited Estate Planner in 1995.  Tom received the National Association of Estate Planners & Councils 2005 Distinguished Accredited Estate Planner award.

 

 

Dina Friedman (moderator 1)

Dina M. Friedman is a Managing Director and Wealth Advisor in the JPMorgan Private Bank. Ms. Friedman, a member of the U.S. Wealth Advisory practice, primarily covers the New York market, and works directly with ultra high-net worth clients of the Private Bank and their advisors to develop and implement innovative solutions across a broad spectrum of planning needs including taxation, philanthropy, wealth transfer, asset protection, insurance, life events and pre-marital planning, and business succession. She maintains a keen emphasis on business development through differentiated and cutting edge advice that seamlessly integrates planning and asset management.

Ms. Friedman also develops creative client and advisor content and educational programs on a variety of topics including, most recently, tax reform, philanthropic planning, estate planning lessons from notable celebrity estates, estate planning for art collectors, pre-transaction planning for closely-held business owners, business succession planning and special issues affecting blended families. She is frequently invited to speak on these topics to clients and industry groups and she hosts a national monthly podcast for the US Private Bank on practical wealth advisory solutions, implementation and business development.

Prior to joining JPMorgan, Ms. Friedman was a Wealth Strategist at Merrill Lynch and a Trusts and Estates Consultant at UBS. Ms. Friedman also spent the first phase of her career as a practicing attorney, most recently with the law firm of Milbank Tweed Hadley & McCloy, LLP in New York, a nationally recognized estate planning practice, where she gained extensive expertise in sophisticated estate planning for wealthy individuals and families. She also has broad experience in probate practice, trust administration and fiduciary representation. Before joining Milbank, Ms. Friedman was an associate at the law firms of Brauner Baron Rosenzweig & Klein, LP and Fried Frank Harris Shriver & Jacobson, LLP where she also practiced law in the Trusts and Estates group.

Dina holds a J.D. from Yale University and a Bachelor of Science from Brooklyn College.


 

James Palladino
Jim Paladino is the Managing Director of South Dakota Planning Company in New York City. South Dakota Planning Company (SDPC) is an estate planning and trust advisory firm for the wealthy, and a sister company of South Dakota Trust Company LLC. SDPC is responsible for sales, marketing and technical support, as well as, speeches, publications, trust planning and consulting to support South Dakota Trust Company (SDTC). SDTC, an independent trust company headquartered in Sioux Falls, SD, is a national trust boutique specializing in providing trust administration for the wealthy.


Prior to joining South Dakota Planning Company, Jim Paladino was a Vice President and the Trust and Estate Counselor at Citigroup working with the high net worth Private Bankers in New York. Mr. Paladino provided technical estate and charitable planning assistance to wealthy clients and their advisors.


Prior to joining Citigroup, Mr. Paladino served as an Associate in the Trust and Estates Department of Wilson, Elser, Moskowitz, Edelman & Dicker, where he was responsible for estate and financial planning for high net worth individuals and estate administration.


Mr. Paladino graduated from the State University of New York at Albany and earned his Juris Doctorate from St. John’s University School of Law. Mr. Paladino received his LL.M. in Taxation from New York University in 1998. Mr. Paladino is admitted to the State Bar of New York and New Jersey and is a member of the New York State Bar Association and the Society of Trust and Estate Practitioners (STEP). In addition, Mr. Paladino previously served as Corporate Counsel Liaison Officer to the Individual Tax & Private Client Committee of the International Bar Association (IBA).

 

Katrina Robinson

Katrina Robinson is a lawyer admitted to practice in the State of New York. She is the CEO of Teton Trust Company, a Wyoming Chartered Trust Company based in Jackson Hole. In this capacity, she leads the U.S. business of the Cone Marshall Group, a global network of closely held trust and fiduciary service providers.

Robinson’s prior legal experience includes working with private family offices and ultra-high net worth clients. She has also worked as a portfolio manager in international wealth management in New York. 

Originally from Kingston, Jamaica, Robinson is a graduate of Princeton University, the University of Cambridge, and the Cardozo School of Law. She speaks Spanish and Portuguese.  

Teton Trust Company establishes and administers trusts for wealthy families globally. Its U.S. affiliates establish and administer private trust companies, as well as Wyoming foundations.

 

 

Hank Snyder (moderator 2)
Hank Snyder is an Executive Director at J.P. Morgan Private Bank where he advises complex multigenerational families, individuals, entrepreneurs, public and private company executives, philanthropists, and related trusts and foundations. He works with clients and their accountants, lawyers and insurance professionals to establish an investment and wealth management plan that takes advantage of all of the applicable tax code provisions, as well as the proper use of trust vehicles, in order to tailor a tax efficient and advantageous near-term and long-term plan.

Prior to working in private banking and investment management, Hank was a senior securities litigator at law firms Pillsbury Winthrop and Bryan Cave where he specialized in representing public companies under investigation by regulatory authorities, usually the Securities and Exchange Commission.

As a recent Trustee (2007 -2017) of Choate Rosemary Hall, a $350 + million non-profit educational foundation, Hank possesses substantial knowledge on asset allocation, risk management and spending constraints with regard to non-profit endowments. He chaired the Audit, Finance, Compensation and Trusteeship Committees while serving on the Choate Board and has particular knowledge on fiduciary and governance issues.

Hank's specialties are complex multi-generation trusts, foundations, single stock risk/10b5-1 Plans/ESOPS, Grantor Retained Annuity Trusts (GRATs) and Cash Balance Plans.

Hank is a Member and Secretary of the Board of Directors of the Estate Planning Council of New York City and is a Member of the Society of Trust and Estate Professionals.

Hank received his B.A. from The University of Pennsylvania and his law degree from The University of Connecticut School of Law where he was an Editor of The Law Review.

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