Thursday, June 21, 2018
December 11, 2017
STUDY GROUP- Webinar- "Using Non-Grantor Trusts to Save Income Taxes"
Steven J. Oshins, JD, AEP® (Distinguished)
See Event Details
December 21, 2017
Breakfast Meeting- “Private (Family) Split Dollar"
Edward J. DeSipio, Jr., CLU, ChFC, AEP
January 11, 2018
STUDY GROUP- "Tax Payment provisions, The Pros and Cons"
Michael P. Ryan, Esq. Of counsel, Jaspan Schlesinger LLP
January 18, 2018
Dinner Meeting- Love, Sex, Money, Marriage, and Death: Estate Planning Aspects of Divorce”
Jeremiah W. Doyle, IV
Dinner Meeting- “Love, Sex, Money, Marriage, and Death: Estate Planning Aspects of Divorce”
February 15, 2018
Dinner Meeting- “Phishing Scams and Identity Theft”-
”- Anthony Roberto Jr.- Internal Revenue Service CID “
February 22, 2018
STUDY GROUP-Webinar- Pulling a Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There
S. Stacy Eastland, JD, AEP® (Distinguished)
March 15, 2018
March 22, 2018
STUDY GROUP- Webinar-"A Year in Review: An Estate Planners Perspective"
Howard M. Zaritsky, JD, LL.M., AEP® (Distinguished) & John O'Grady
April 19, 2018
April 26, 2018
STUDY GROUP- "Update on Post Mortem Estate Planning, Estate and Income Tax Considerations"
Mark S. Bekerman, JD, LLM, Law Offices of Mark S. Bekerman, Professor, New York Law School
May 7, 2018
STUDY GROUP- Webinar- "Sophisticated Transfer Planning Strategies for Business Owners"
Diana S.C. Zeydel, JD, LL.M.
June 21, 2018
July 19, 2018
See Full Calendar