Thursday, November 5, 2026
10:15 AM
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11:15 AM
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Estates and Probate Track
Presented by the Estates and Probate, and Tax Law Sections
About the Program
Estate planning is no longer one-size-fits-most as advances in social liberties, technology, and mobility continue to expand the concept of family. This presentation will discuss the ways in which inheritance rights for family have changed under the common law including the rights of spouses, adoptees, children born out of wedlock, children born through assistive reproductive technology, and LGBTQ family members. The presentation will also cover estate planning strategies for blended families, unmarried partners, and other chosen family. Throughout, the panelists will discuss the challenges raised by mobility across states and internationally with respect to estate and inheritance laws and taxes, the treatment of trusts, and income taxation.
You Will Learn
- About the implications and limitations of state laws on parentage and marital rights in estate and trust planning
- About issue-spotting in cross-border estate planning and trust taxation with non-US citizen spouses, US citizens residing abroad, and non-US beneficiariesAbout estate planning strategies for unmarried partners, blended families, and chosen family
Who Should Attend
Attorneys and paralegals practicing in the areas of tax and estates and probate.
Credit
CT: 1.0 CLE Credit (General)
NY: 1.0 CLE Credit (AOP)
1.0 Paralegal CE Credit (General)
The Connecticut Bar Association/CT Bar Institute is an accredited provider of New York State CLE. This program qualifies for newly admitted and experienced attorneys CLE credits.
Attorneys seeking NY CLE credit who have been admitted to the New York State Bar for two years or less must attend the live seminar for skills or ethics credit, a fully interactive videoconference, or simultaneous transmission with synchronous interactivity. Diversity, Inclusion and Elimination of Bias CLE credits are only available as non-transitional credits. For further information please see the NYCourts.gov page on CLE: http://ww2.nycourts.gov/attorneys/cle/index.shtml.