ESTATE PLANNING COUNCIL OF NASSAU COUNTY

September 28, 2021

STUDY GROUP- Webinar: "Planning for Business Owners and Trusts in Light of Changing Income Tax Rates"

Steve Gorin JD, CPA, CGMA®, AEP® (Distinguished).

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October 19, 2021

STUDY GROUP Webinar: "The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective"

Natalia C. Wilson, JD

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October 21, 2021

October Breakfast Meeting- "The Secure Act"

Neil D Katz, Esq.- Katz Chwat, P.C.

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November 16, 2021

STUDY GROUP- Webinar: "Social Security Considerations in Estate Planning"

: Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®

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November 18, 2021

November Dinner Meeting- Topic TBA

Martin M. Shenkman, CPA

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December 14, 2021

STUDY GROUP Webinar: "Estate Planning for Modern Families- Planning for Diversity and Flexibility"

Wendy S. Goffe, JD, AEP® (Distinguished) Nominee and Kim Kamin, JD, AEP®.

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December 16, 2021

December Breakfast Meeting- "Medicaid Planning"

Jaime Lewis, Esq.- Hollis Laidlaw & Simon, PC

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January 20, 2022

Dinner Meeting- "Tax Update"

Sanford J. Schlesinger Esq.- Partner- Schlesinger Lazetera & Auchincloss LLP

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March 17, 2022

Dinner Meeting- "Fiduciary Accountings"

Richard G. Chalifoux, J.D., AEP®, Joseph T. La Ferlita, Esq. and Lisa Rispoli, CPA, AEP

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April 21, 2022

Breakfast Meeting- "Surrogate's Update"

Hon. Margaret C. Reilly

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February 17, 2022

Breakfast Meeting- Topic TBA

TBA

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