Tax Lawyering Workshops
THE GRADUATE TAX PROGRAM AT NEW YORK LAW
SCHOOL
ANNUAL TAX LAWYERING WORKSHOP 2009
(TAX 403)
FRIDAY, APRIL 24, 2009
NEW YORK LAW
SCHOOL
ROOM A - 700
8:30 AM TO 2:00 PM
TOPICS FOR 2009:
WORKSHOP CLASS – TAX OPINIONS
NEW RULES OF PROFESSIONAL CONDUCT IN NEW YORK - NEW QUESTIONS FOR TAX
LAWYERS
TESTAMENTARY CAPACITY – ETHICAL ISSUES FOR
LAWYERS
BREAKFAST AND REGISTRATION
8:30 am to 9:00 am Breakfast
and Registration
WELCOME
9:00 am to 9:15
am
FIRST SESSION - WORKSHOP CLASS
9:15 am to 11:00 am
Tax
Opinions
1. Need for and function of tax opinions
2. To whom
does the practitioner owe duties ?
3. The ethics and regulatory
standards for tax opinions
4. Case study
Presenter:
David T. Moldenhauer, Esq.
Clifford Chance US LLP, New York, Partner
Adjunct Professor, New York Law School
11:00 am to 11:10 am coffee break
SECOND SESSION – PRESENTATION AND
DISCUSSION
11:10 am to 12:00 pm
New Rules of Professional
Conduct in New York –
New Questions for Tax Lawyers ?
1.
New Rules of Professional Conduct in effect as of April 1, 2009
2.
Overview of changes for New York lawyers
3. Questions for tax lawyers
4. Examples and discussion
Presenter: Russell Pinilis,
Esq.
O’Melveny & Myers LLP, New York, Partner
Adjunct
Professor, New York Law School
Discussant: Professor Ann F. Thomas
Managing Director, Graduate Tax Program at New York Law
School
12:05 pm to 12:20 pm lunch
LUNCH SESSION
- PRESENTATION
12:20 pm to 2:00 pm
Testamentary Capacity
– Ethical Issues for Lawyers
1. Testamentary capacity –
the legal standard
2. Testamentary capacity issues for the lawyer in
estate planning
3. Testamentary capacity issues for the lawyer in
estate litigation
4. Ethical issues for the family
lawyer
Presenters: Linda J. Sosnowitz, Esq. (NYLS
’73)
Stapper & Van Doren, partner
Professor William P.
LaPiana
Director of Estate Planning
Graduate Tax Program at New
York Law School
CLE credits
New York Law School has
been certified by the New York State Continuing Legal Education Board as
an Accredited Provider of CLE programs. This program is transitional and
has been approved for newly admitted attorneys within the first two years
of admission to the Bar as well as for experienced attorneys. The entire
Workshop is approved for five (5) CLE credit hours in ethics. The First
Session is approved for two (2.0) CLE credit hours in ethics, the Second
Session is approved for one (1) CLE credit hours in ethics, and the Lunch
Session is approved for two (2.0) credit hours in ethics. Program
materials will be available in advance through the Graduate Tax Program
office (212-431-2334) and at registration.
A continental breakfast and informal lunch will be provided.
There will be no charge to attend this CLE program.
RSVP to Katrice Ayarza at (212) 431-2305 or kayarza@nyls.edu
