Same Sex Planning

Date: Thursday, May 16, 2013
Time: 4:45 PM - 8:30 PM
Location: Stony Hill Inn, Hackensack, NJ 07601
Speaker: Caryn B. Keppler, Esq.

Members wishing to reserve for this meeting, please contact for the private ticketing link.




CE Credits:
CFP -1.0  credit Program ID: 05162013
CPE – 1.0 credit (see program notice on page 2)
NJ Insurance – 1.0 credit #88893969 Same Sex Planning
CTFA "The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry.  Same Sex Planning - Speaker: Caryn B. Keppler, Esq has been approved for  1.25 CTFA credits.  CTFA credits should be distributed as follows: 1.25 FP.  This statement should not be viewed as an endorsement of this program or its sponsor."

NJ CLE – 1.0 This program had been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.0 hours of total CLE credit. 



Caryn B. Keppler, Esq - BIO




Caryn B. Keppler has extensive experience in all aspects of estate, gift and charitable planning for foreign and domestic individuals, conventional and alternative families, as well as business succession and continuity planning. Caryn's areas of focus also include representing individuals regarding prenuptial, post-nuptial and domestic partnership agreements and assisting families in planning for their disabled children.  She has represented both fiduciaries and beneficiaries in the administration of domestic estates and trusts, as well as estates and trusts having contacts in international jurisdictions, and in litigation with the Internal Revenue Service and in the Surrogate's Courts.  Prior to entering private practice, Caryn was an attorney with the Internal Revenue Service.


Ms. Keppler is certified as an Estate Planning Law Specialist* by the Estate Law Specialist Board, Inc., an organization accredited by the American Bar Association and affiliated with the National Association of Estate Planners and Councils. Caryn is one of a select number of Estate Planning Law Specialists practicing in New York.

Ms. Keppler is a member of the Real Property and Probate Section of the American Bar Association and the Diversity Committee of the Trusts and Estates Section of the New York State Bar Association. She is also the co-chair of the Subcommittee on Transgender Individuals of the New York State Bar Association's Committee on LGBT People and the Law. She is a member of the New York City Estate Planning Council and is a past president of the Rockland County Estate Planning Council. Caryn is a member of the Planned Giving Committee of the Good Samaritan Hospital Foundation. She is currently supervising a project of the New York State Bar Association Committee on LGBT People and the Law on the availability of gender-neutral policies and accommodations provided by New York colleges.


Ms. Keppler received her B.A. from Binghamton University in 1980 and her J.D. from Brooklyn Law School in 1984.  She is admitted to practice law before the Courts of the States of New York and New Jersey, as well as the Federal District Court of New Jersey.




Publications and Speaking Engagements:

  • "When It Comes to Gender…Estate Planning Considerations for the Transsexual Client", ABA Probate and Property, March/April 2012
  • "The Ten Mistakes Made When Planning for Collectibles", American Society of Appraisers, NYC Chapter 30, March 13, 2012
  • Speaker on “10 Mistakes Made When Planning With Collectibles”, American Numismatic Society, November 30, 2011
  • “Planning Considerations for the Transsexual Client”, Lawline Continuing Education Program, filmed on November 22, 2011
  • Speaker on “Estate Planning for Same Sex Couples under the New York Marriage Equality Act”, Orange County and Sullivan County Bar Associations and Sullivan County Women’s County Bar Association, November 14, 2011
  • Quoted in “Patchwork Partnering: States Can’t Agree on the Legal Status of Same-Sex Couples”, ABA Journal, October 2011
  • “Planning Considerations for the Transsexual Client”, NYSBA Bar Journal, October 2011
  • Panel Member on “Estate and Tax Issues for Same Sex Couples”, Wells Fargo Private Bank, September 13, 2011
  • Panelist on “Estate Planning for Same Sex Couples” for New York State Bar Association Continuing Legal Education Program “Same-Sex Marriage in New York, What Every Practitioner Needs to Know”, September 9, 2011
  • Continuing Legal Education Program Chair for “A Practical Guide to Representing Transgender Clients in Civil Matters:  Almost everything you wanted to know about transgender rights, but were too embarrassed to ask” and speaker on “Family, Marriage and Inheritance Rights for Transgender Clients” presented on January 27, 2011 at the Annual Meeting of the New York State Bar Association
  •  "When is a "Skip" not a "Skip"?: Generation Skipping Transfers in 2010"; published in the "Outside Counsel" column in the New York Law Journal November 16, 2010.
  • Speaker on “Transgender 101”, Meeting of the Committee on LGBT People and the Law, New York State Bar Association Annual Meeting, January 2010
  • “Do You Need an Estate Planning Checkup?” Bernstein Global Wealth Management Seminar, September 2009

The Estate Law Specialist Board, Inc. is not affiliated with any governmental authority. Certification is not a requirement for the practice of law in the State of New York and does not necessarily indicate greater competence than other attorneys experienced in this field of law.







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