February 16, 2023
Breakfast Meeting- “U.S. 2023 Outlook and Economic Overview”
Charles Luke, CFA, Managing Director, City National Rochdale
February 21, 2023
STUDY GROUP- Webinar-“The IRS Dirty Dozen”
Caroline D. Ciraolo and John D. (Don) Fort
Dinner Meeting- “What the Cool Kids are Doing in Estate Planning”
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
March 21, 2023
STUDY GROUP- TBA
TBA
April 20, 2023
Breakfast Meeting- “Nassau County Surrogates Court, Spring 2023 Updates”
Hon. Margaret C. Reilly- Nassau County Surrogate.
April 25, 2023
STUDY GROUP-TBA
TBA
May 23, 2023
Annual Officers’ Conferment Dinner
May 30, 2023
STUDY GROUP-Webinar- “: One Hundred Percent of Marriages End: Elective Share (And Community Property) Planning for Modern Love and Migrating Couples”
Terry L. Turnipseed, JD, LL.M. (taxation)
Dear Members and Guests:
Welcome to the official website of the Estate Planning Council, Inc. of Nassau County (EPCNC). The Estate Planning Council of Nassau County, Inc. is a member of the National Association of Estate Planners and Councils (NAEPC).
Our organization consists of certified public accountants, attorneys-at-law, trust officers and accredited financial planners. We also offer membership to those persons participating in fields closely related to estate planning. Our members either reside or have a place of business in the counties of Nassau, Suffolk, and/or Queens, Long Island, New York. All of the above is detailed in our By-Laws which can be found under the Tab “Membership Application” on this website.
At our monthly meetings, we offer our membership presentations from industry leaders about planning techniques, hot and current topics and shared experiences pertaining to the many disciplines of estate planning.
For 2022-2023, many of our programs will qualify for our members’ required professional education credits. Our meetings provide the opportunity to visit with friends and establish new relationships. As part of the membership dues, we offer eight monthly meetings consisting of four dinners and four breakfast meetings. For more information regarding our monthly meetings, please check our calendar that can be found on this website.
Our partnership with the NAEPC provides members with new services and opportunities, access to webinars, as well as providing information on other estate planning councils and their members throughout the country. Please browse our website for more information about our Council.
We are delighted to have been selected as the winner of the NAEPC Council of Excellence Award for 2022! This is our eighth consecutive award of recognition from the National Association of Estate Planners and Councils, including now three (3) times as the top winner (2016, 2018 and 2022). We are extremely proud of these accomplishments since only a handful of Councils nationwide received these honors.
Our meetings are generally held the third Thursday of each month. I look forward to seeing you there.
Very truly yours,
Elisa M. Pickel
President -The Estate Planning Council of Nassau County, Inc.