Trusts and Estates Committee Archives

October 14, 2025October 14, 2025

AABANY Hosts Tax and Trusts & Estates Career Panel at Cardozo Law School

On the evening of September 30, the AABANY Student Outreach, Tax, and Trusts & Estates Committees, in collaboration with Cardozo Law School’s APALSA, presented a Tax and Trusts & Estates Career Panel. The program was organized as a single event divided into two parts, offering students a comprehensive look into two dynamic and specialized areas of law.

In the Tax Law portion, Eric Min of Baker McKenzie, Co-Chair of AABANY’s Tax Committee, and Hardy Zhou of Cooley, Co-Chair of AABANY’s Asia Practice Committee, discussed their career paths and the intricacies of cross-border tax practice. The session was moderated by Christine Shea, AABANY Student Outreach Committee Student Ambassador.

The Trusts & Estates portion featured Yi Stewart, Litigation Associate at Farrell Fritz and Co-Chair of AABANY’s Trusts & Estates Committee; Shu-Ping Shen, Wealth Advisor at JPMorgan Bank; George Martin, Senior Associate at ArentFox Schiff; and Bich-Nga Nguyen, Executive Director at Morgan Stanley. The panelists shared insights from their work in litigation, private practice, and wealth management, providing students with a well-rounded understanding of the field. This section was moderated by Bich-Nga Nguyen.

Throughout the evening, students gained a valuable overview of the diverse issues that tax law and trusts & estates law encompass—from corporate transactions and international matters to estate planning and fiduciary litigation. Panelists also offered practical advice on career development, networking, and coursework selection to help students distinguish themselves in the job market.

At the conclusion of the program, the panelists—joined by Trusts & Estates Committee Co-Chair Natasha Chang—networked with attendees, answering follow-up questions and sharing additional insights in an informal setting.

Special thanks go to Cardozo APALSA for hosting the event and providing catering, and to all participating committees and volunteers for making this collaborative event a success.

To learn more about the Tax Committee, click here. To learn more about the Trusts & Estates Committee, click here. To learn more about the Student Outreach Committee, click here.

October 2, 2023October 2, 2023

Pro Bono and Community Service Committee Holds First Bring Your Own Lunch Sidebar on Sept. 28

The Pro Bono & Community Service (PBCS) Commmittee is launching a monthly Bring Your Own Lunch (BYOL) Sidebar Meeting, on Thursdays. The first one was held over Zoom on September 28. The PBCS Committee thanks Trusts & Estates Committee Co-Chairs Pang-Mei (P.M.) Natasha Chang and Yi Stewart for speaking at the inaugural event.

At the clinics, the PBCS Committee has been seeing more and more clients asking questions about estate planning. The attendees had the opportunity to discuss issues generally asked, such as setting up trusts vs. wills, spousal elective share, advanced directives, guardianships, and intestacy vs. probate.

For this area of practice, one should be familiar with the laws under EPTL and SCPA. To learn more about the Trusts & Estates Committee and how you can get more involved, sign up for their upcoming meeting on October 4 here.

The next BYOL Sidebar is on October 12, 2023 at 1pm. Please sign up here.

The next pro bono clinic is on October 14, 2023 from 12:30pm – 3:30pm. Please sign up here to volunteer.

To learn more about the PBCS Committee, go to probono.aabany.org.

September 29, 2023September 29, 2023

AABANY Trusts & Estates Committee Hosts Inaugural Reception on Sept. 20 to Celebrate its Formation

AABANY’s newly-formed Trusts & Estates Committee held its inaugural event in the courtroom of Hon. Rita Mella at New York County Surrogate’s Court on Chambers Street in lower Manhattan on September 20, 2023. About two dozen attendees, including many AABANY members and court staff, filled the ornate courtroom.

Yang Chen, the Executive Director of AABANY, presented welcome remarks, followed by Co-Chair P.M. Natasha Chang, who then introduced Co-Chair Yi Stewart. Yi introduced the Hon. Rita Mella, Surrogate Judge, New York County. (Yi was formerly Judge Mella’s law clerk.)

Judge Mella, both the host and honored guest, spoke on the history and role of Surrogate’s Courts, and the importance of diversity in the courts and among trusts & estates practitioners. Judge Mella disclosed that the Surrogate’s Court of New York County, which consists of only two judges (including Hon. Hilary Gingold) and their staff, processes approximately 10,000 cases a year. In addition to the probate and administration proceedings, the court handles adoption, guardianship, and miscellaneous proceedings. Among these cases, Judge Mella particularly noted the proceedings for settling 9/11-related personal injury and wrongful death claims which involve many who lived and worked in Manhattan Chinatown.

Judge Mella had pulled from the records room and laid on the table for exhibit the original wills of Alexander Hamilton, Babe Ruth, Herman Melville, Marilyn Monroe, and Jacqueline Kennedy Onassis. Committee members pored over the documents in fascination. Champagne and dim sum were served before everyone gathered on the steps of the courtroom gallery for a photo.

Congratulations to the T&E Committee, AABANY’s newest Committee, on a successful inaugural event. Thanks to everyone who came and took part, and thanks especially to Judge Mella and her staff for welcoming us into her beautiful and historic courtroom. To learn more about the T&E Committee and how you can get involved, go to https://www.aabany.org/page/1154. If you would like to join the Committee’s listserv, contact main@aabany.org.