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Event Calendar

December 8, 2021
NATIONAL EVENT:
NAEPC Webinar: Estate Planning for Modern Families: Planning for Diversity and Flexibility
Wendy S. Goffe, JD, AEP® (Distinguished) and Kim Kamin, JD, AEP®
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®.
December 16, 2021 December Breakfast Meeting- "Elder Law & Special Needs Year in Review”
Jaime Lewis, Esq.- Hollis Laidlaw & Simon, PC
January 19, 2022
NATIONAL EVENT:
NAEPC Webinar: Recent Tax Changes Affecting Estate Planning
Louis A. Mezzullo, JD, AEP® (Distinguished)
January 20, 2022 Dinner Meeting- "Tax Update"
Sanford J. Schlesinger, Esq.- Schlesinger Lazetera & Auchincloss LLP
January 25, 2022 STUDY GROUP- Webinar: "Recent Tax Changes Affecting Estate Planning"
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®
February 9, 2022
NATIONAL EVENT:
NAEPC Webinar: Introducing the In Marriage QDRO® - A Brand New Option
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
February 17, 2022 Breakfast Meeting
TBA
February 22, 2022 STUDY GROUP- Webinar: "Introducing the In Marriage QDRO® - A Brand New Option"
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
March 9, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
March 17, 2022 Dinner Meeting- "Crypto Currency"
Jonathan Blattmachr, Jr, J.D., LL.M. (Taxation)
March 22, 2022 STUDY GROUP Webinar
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
April 20, 2022
NATIONAL EVENT:
NAEPC Webinar: Ten Ways to Protect Your Client's Digital Assets
Betsy L. Ehrenberg
April 26, 2022 STUDY GROUP Webinar: "Ten Ways to Protect Your Client's Digital Assets"
Betsy L. Ehrenberg
April 28, 2022 Breakfast Meeting- "Surrogate's Update"
Hon. Margaret C. Reilly-Nassau County Surrogate
May 11, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
Christine S. Wakeman, JD
May 24, 2022 Annual Dinner- Officers' Conferment
June 8, 2022
NATIONAL EVENT:
NAEPC Webinar: New Kids on the Block(chain): Planning with Bitcoin and Cryptocurrency
Abigail Earthman, JD, LL.M.
July 13, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
August 10, 2022
NATIONAL EVENT:
NAEPC Webinar: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
September 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
October 19, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
December 14, 2022
NATIONAL EVENT:
NAEPC Webinar: TBD
TBD
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