Steve Mignogna Moderates ACTEC's Stand Alone Program at the 2023 Summer Meeting

Eimi Figlio

Eimi specializes in the area of Estate Planning and Estate Administration. Eimi’s estate planning practice includes planning for both simple and complex estates. Her services include drafting basic and tax planning Wills, Durable Powers of Attorney and Advance Medical Directives, as well as preparing trust documents necessary to preserve family wealth and minimize tax consequences. Eimi also assists clients with gifting and transfers of family assets and closely-held businesses. Eimi’s estate administration practice includes all aspects of probate matters. including intestacy proceedings, probate of Wills, marshaling estate assets and providing an inventory, preparation and filing of Federal and New Jersey and New York estate tax returns, preparation of formal and informal estate accountings, and the final distribution of estate assets to the beneficiaries and heirs of the estate. Eimi also assists clients with post mortem estate planning opportunities. Eimi also represents clients in matters regarding Trust administration and Trust termination by way of informal agreement or formal court applications, including filing of accountings, as well as modification and revocation of Trusts by way of information agreement or by court application.

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06.26.2023

Posted in Speaking Events | By Estate & Trust Group

Steve Mignogna Moderates ACTEC’s Stand Alone Program at the 2023 Summer Meeting

Steve Mignogna, Chair of Archer’s Estates & Trust Group, attended the American College of Trust and Estate Counsel (ACTEC) Summer Meeting from June 21-25, 2023 in Washington, DC. The Summer Meeting hosts over 650 Fellows, spouses, guests, and sponsor representatives for Professional Programs, Committee Meetings, Spouse and Guest Programs, tours, and networking receptions.

Steve moderated ACTEC’s Stand Alone CLE program. This year’s Stand Alone program, Much Ado About Clients: Finding, Friending and Firing Clients, was a comprehensive curriculum chartered to the challenges and limits of client intake, management, and disengagement.

Steve commented on the program, stating, “The essential aim of the program was to lead us, as ACTEC Fellows, through the cycle of client representation—tailored to ACTEC Fellows. The panels started with the acknowledgement that all Fellows are excellent attorneys, and the goal was to present client management issues that are new and challenging. The first session focused on practice development and what Fellows need to know about modern and effective—but still ethical—client development, especially with increasing technology coupled with limitations that state bar associations are imposing. The second session delved into the art of client intake and included the most crucial aspects of client retention, featuring the latest updates, commentaries, and forms issued by ACTEC. The third session covered client management, including the handling of conflicts among clients after the representation is under way. Finally, the fourth session analyzed the thorny issues of if and how to end the client relationship, both in the planning/administration and the litigation contexts. This included crucial developments as to the ethical standards for handling original client documents.”

Archer Trust & Estates Chair and ACTEC Fellow Steven Mignogna (left), pictured with ACTEC President Kurt A. Sommer (center), The Honorable Nathan Braverman (right) and Fellow Lynn Sassin (right) at the Sponsor Recognition Reception on Saturday, June 23.