10-12-23 -Woods Oviatt Trusts & Estates Department to Host 2023 Estate Planning Update on 10/24

Posted on October 12, 2023

Woods Oviatt is pleased to host the 2023 Estate Planning Update for bankers, accountants, and financial planners on October 24, 2023 at the DoubleTree Hotel. The attorneys from our Trusts & Estates Department will cover topics regarding preserving estate assets, protecting beneficiaries, minimize tax consequences, and more. Our topics and speakers are:

Spousal election concerns and testamentary substitutes. Caroline Cercone

"Decanting" and Other Techniques to Modify Irrevocable Trusts - Exploring New York's statutory protections to amend "Irrevocable" Trusts. David Shaffer

Qualifying Trust Triggers for Step-Up in Basis - Discussing Trust provisions that qualify the Trust assets for step-up in cost basis at the death of the Grantor. Hannah Mills

Asset Protection Techniques and Crisis Planning in the Rise of Long Term Care Costs - Crisis techniques to preserve the estate and establish Medicaid eligibility in the absence of Long Term Care Planning. Kelly Gusmano

Planning for the contested Estate: What to do before and after the Will is signed. An ounce of protection is worth a pound of cure! Gordon Dickens

Planning for families with disabled children: Establishing supplemental needs trusts and ABLE accounts - How to provide for disabled beneficiaries to supplement their benefits, without interfering with them. Richard Marchese

To register go to:


Caroline M. Cercone

Hannah R. Mills

David P. Shaffer

Gordon S. Dickens

Richard A. Marchese

Kelly R. Gusmano