ESTATE PLANNING COUNCIL OF NASSAU COUNTY

November 8, 2018

STUDY GROUP-Webinar- "Powers of Appointment"

Turney Berry, JD, AEP® (Distinguished)

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November 15, 2018

Dinner Meeting- "Tax Law for the Closely Held Business Update: The Proposed Sec. 199A Regs”

Louis Vlahos, Esq.

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December 6, 2018

STUDY GROUP- Webinar- "Blended Gifts for Boomers"

A. Charles Schultz, JD

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December 20, 2018

Breakfast Meeting

TBA

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January 10, 2019

STUDY GROUP- Webinar- "Recent Developments in Tax Legislation"

Jaspan Schlesinger LLP-300 Garden City Plaza, Garden City, NY 11530

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January 17, 2019

Dinner Meeting- "Trying to Live with and Cope with and Plan with Tax Legislation”

Sandy Schlesinger, Esq.

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February 13, 2019

STUDY GROUP- Webinar- "New Developments in Charitable Giving"

Lawrence P. Katzenstein, Atty., AEP® (Distinguished)

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February 21, 2019

Breakfast Meeting- “The Life Insurance Policy Crisis: The Advisors’ and Trustees’ Guide to Managing Risks and Avoiding a Client Crisis”

Henry Montag, CFP

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March 21, 2019

Dinner Meeting- “Claims Against Professionals in Estate Planning Matters”-

Anthony P. Colavita, Esq.

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March 28, 2019

STUDY GROUP- Webinar- "Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change"

Joshua Rubenstein

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April 18, 2019

Breakfast Meeting- "Surrogate's Update"

Hon. Margaret C. Reilly- Nassau County Surrogate

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