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March 22, 2018
STUDY GROUP- Non-Tax Developments of Interest to Estate Planners: An Overview of Recent Cases of Significance for all Estate Planning Professionals
Jeffrey N. Pennell, JD
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April 12, 2018
STUDY GROUP- "How the 2017 Tax Affects Post-Mortem Planning- Knight Revisited"
Marc Bekerman, JD, LLM
April 19, 2018
Breakfast Meeting- "Surrogates' Update"
Hon. Margaret C. Reilly, Nassau County Surrogate
May 7, 2018
STUDY GROUP- Webinar- "High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Great Financial Planning"
Jonathan G. Blattmachr, Esq,. AEP
June 4, 2018
Annual Officers' Conferment Dinner
June 21, 2018
STUDY GROUP- "Qualified Disability Trusts Can Reduce Income Tax Liability By Up To 90% under The Tax Cut and Jobs Act"
Stephen Silverberg, Esq.
July 19, 2018
STUDY GROUP-WEBINAR-"The Top 20 Insurance Planning Mistakes- How to Avoid or at Least Fix Them"
Lawrence Brody, JD, LL.M., AEP (distinguished)
August 23, 2018
STUDY GROUP- "What the Estate Planner Needs to Know about Roth Retirement"
Natalie B. Choate, Esq., AEP, (Distinguished)