Grassi Advisors and Accountants - Platinum Sponsor

Past Events

March 24, 2023 Town Hall Discussion- Proposed Merger of Nassau and Suffolk Estate Planning Councils
March 21, 2023 STUDY GROUP- Webinar: "Powerful Trust Laws to Combat Future Uncertainties (i.e. Economic, Tax, Political, Family & Lawsuits)"
Al W. King, III, JD, LL.M., AEP® (Distinguished), TEP
March 7, 2023 Dinner Meeting- “What the Cool Kids are Doing in Estate Planning”
Samuel A. Donaldson, JD, LL.M., AEP® (Distinguished)
February 21, 2023 STUDY GROUP- Webinar-"The IRS Dirty Dozen"
Caroline D. Ciraolo and John D. (Don) Fort
February 16, 2023 Breakfast Meeting- "U.S. 2023 Outlook and Economic Overview"
Charles Luke, CFA, Managing Director, City National Rochdale
January 24, 2023 STUDY GROUP-Webinar- 'Estate Planning Paralysis: Getting Your Clients to Act in 2023"
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
January 19, 2023 Dinner Meeting- "Top Ten Estate Planning Lessons from Recently Deceased Celebrities"
Eido M. Walny, J.D., AEP®, EPLS- Walny Legal Group LLC
December 27, 2022 STUDY GROUP- Webinar: "Special Needs Planning – Planning for Beneficiaries and Clients with Disabilities"
Elizabeth Forspan, Esq.
December 15, 2022 Breakfast Meeting- “Elder Care in 2023: The Intersection of Estate and Medicaid Planning”
Elizabeth Forspan, Esq.- Forspan Klear, LLP
December 13, 2022 STUDY GROUP- Webinar- "Webinar: Estate Planning Paralysis: Getting Your Clients to Act in 2023'
Justin T. Miller, JD, LL.M. (taxation), CFP®, AEP®
November 29, 2022 STUDY GROUP- Webinar: "Spousal Trusts: Opportunities and Pitfalls"
Matthew G. Brown, Esq.
November 10, 2022 Dinner Meeting- “Flexible Beneficiary Trusts: Reducing Income Tax on Non-Grantor Trusts”
Jonathan G. Blattmachr, Esq., Peak Trust Company and Martin M. Shenkman, CPA , MBA, JD, AEP® (Distinguished)
October 25, 2022 STUDY GROUP- Webinar: "Family Matters: How Business-Owning Families Can Work Together for a Unified Future"
Claudia B. Sangster
October 20, 2022 Breakfast Meeting- “Understanding Life Insurance & the Responsibility of the Conversation”
John G. Brady- BKA Private Wealth Consultants
September 22, 2022 KICK-OFF Dinner Meeting- "How Generational Differences May Impact Estate Planning and Trust Administration"
Raymond C. Radigan- Senior Managing Director and Regional Team Lead with First Republic Trust Company
September 20, 2022 STUDY GROUP- Webinar: " Current Issues in Estate and Gift Tax Audits and Litigation "
John W. Porter, B.B.A., JD, AEP® (Distinguished)
August 16, 2022 STUDY GROUP- Webinar "An Overview of Planning and Issue Spotting for Multinational Individuals and Families"
Alexander A. Bove, Esq. and Karen L. Witherell
July 26, 2022 STUDY GROUP- Webinar- "Rewirement: Rewiring the Way You Think About Retirement"
Jamie Hopkins, JD, MBA, CFP®, LLM, CLU®, ChFC®, RICP®
June 21, 2022 STUDY GROUP Webinar- "Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency"
Jamie Hopkins, Esq., MBA, LL.M., CFP, ChFC®, CLU®, RICP
May 31, 2022 STUDY GROUP: Webinar- “Do's and Don'ts of Estate Planning for Millennials”
Christine Wakeman, Esq.
May 24, 2022 Annual Dinner- Officers' Conferment
April 28, 2022 Breakfast Meeting- "“Nassau County Surrogates Court, Spring 2022 Updates”
Hon. Margaret C. Reilly-Nassau County Surrogate
April 26, 2022 STUDY GROUP Webinar: "Ten Ways to Protect Your Client's Digital Assets"
Betsy L. Ehrenberg
April 5, 2022 Networking Event- "Sip, Stretch & Swing into Spring"
March 22, 2022 STUDY GROUP Webinar- Hot Topics in Estate Planning (Finding Gems in the Ashes of the Dumpster Fire)"
Paul S. Lee, JD, LL.M. (taxation), AEP® (Distinguished)
March 17, 2022 Dinner Meeting- “Cryptocurrencies and Blockchain: A Primer for Estate Planning Attorneys”
Jonathan D. Blattmachr, Esq. and Jonathan G. Blattmachr, J.D., LLM
February 22, 2022 STUDY GROUP- Webinar: "Introducing the In Marriage QDRO® - A Brand New Option"
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
February 17, 2022 HYBRID Breakfast Meeting- “SSHHH – Can A New York Settlor Create A Silent Trust?”
Jennifer F. Hillman, Esq. and Joseph T. La Ferlita, Esq.
January 25, 2022 STUDY GROUP- Webinar: Planning. After All That - Lifetime Transfers That Still Work!”
Louis A. Mezzullo, JD, AEP® (Distinguished),
January 20, 2022 ZOOM Meeting- “The Only Things Certain in Life are Death and Taxes; The Only Questions are When and How Much”
Sanford J. Schlesinger, Esq.- Schlesinger Lazetera & Auchincloss LLP
December 16, 2021 December Breakfast Meeting- "Elder Law & Special Needs Year in Review”
Jaime Lewis, Esq.- Hollis Laidlaw & Simon, PC
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®.
November 18, 2021 November Dinner Meeting- “Estate Planning in the Current Environment”
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
November 16, 2021 STUDY GROUP- Webinar: "Social Security Considerations in Estate Planning"
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
October 21, 2021 October Breakfast Meeting- "The Secure Act: Understanding the Current Landscape of IRA Planning”
Neil D. Katz, Esq.- Katz Chwat, P.C.
October 19, 2021 STUDY GROUP Webinar: “Planning for Business Owners and Trusts in Light of Changing Income Tax Rates.”
Steven B. Gorin, JD, CPA, CGMA®, AEP® (Distinguished)
September 21, 2021 September Sunset Waterfront Dinner
August 24, 2021 STUDY GROUP- Webinar: "Income Tax Planning for Real Estate Using Estate Planning Techniques"
Jerome M. Hesch, MBA, JD, AEP® (Distinguished).
July 20, 2021 STUDY GROUP- Webinar: "2021 Income Tax Planning Strategies including IRA Strategies"
Speaker: Robert S. Keebler, CPA/PFS, MST, AEP® (Distinguished), CGMA
June 22, 2021 STUDY GROUP- "Webinar: Tax-Smart Charitable Giving, Especially with Retirement Assets"
Speaker: Christopher R. Hoyt, JD, AEP® (Distinguished)
June 16, 2021 Virtual Tour of Planting Fields
May 20, 2021 ZOOM Meeting- “Duties, Responsibilities and Selection of a Fiduciary”
Richard G. Chalifoux, J.D., AEP®, Managing Director and Senior Trust Officer, First Republic Trust Company and Raymond C. Radigan, J.D., Senior Managing Director, Regional Team Lead, First Republic Trust Company
May 18, 2021 STUDY GROUP- "Webinar: 529 Planning"
Speaker: Susan T. Bart, JD
April 27, 2021 STUDY GROUP- Webinar: Well-Being Trusts — the Future of Imbuing Trusts with Positivity, Meaning and Purpose
Richard S. Franklin, JD, LL.M. and Raymond C. Odom, CFP®
April 22, 2021 “The New Powers of Attorney Statute"
Ellen G. Makofsky, Esq., CELA*
March 18, 2021 “The Big Apple vs. The Florida Orange – Florida Trust and Estate Issues for New York Professionals”
Amy B. Beller, Esq.Beller- Smith, Attorneys at Law- Boca Raton, FL
March 16, 2021 STUDY GROUP- Webinar: "Growing Your Business and Network in a Virtual World: A Multidisciplinary Panel Discussion"
Speakers: Moderator - Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished) Panelists - Dean DeLisle, Founder and CEO, Forward Progress; Thomas M. Forrest, TO, AEP® (Distinguished); Bronwyn L. Martin, MBA, ChFC®, CLU®, CLTC®, CRPC®, CFS®, CMFC®, AEP®, LACP, AIF®, CFS; Ginger F. Mlakar, JD, CPA
February 18, 2021 “5 Critical Cybersecurity Measures Every Professional Organization Must Have In Place To Protect Your Company Data”
Michael Glasser- Glasser Tech, LLC- President
February 16, 2021 STUDY GROUP- Webinar: "Post-Election Estate Planning"
Speaker: Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
January 21, 2021 “Domicile Dilemmas During the Pandemic – The Tax Impact of Our Migratory Patterns on Individuals and Trusts”
Gail E. Cohen, General Trust Counsel and Craig Richards, Director of Tax Services- Fiduciary Trust International
January 12, 2021 Study Group- Webinar: "Virtual Shift: How to Work Online with Meetings, Webinars and More"
Dean DeLisle, Founder and CEO, Forward Progress
December 29, 2020 Virtual Holiday Wine Event
December 17, 2020 December Meeting- “Smarter Social Security”
Daniel G. Mazzola, CFA, CPA, CFP- Moderator: Stephen J. Silverberg, Esq., CELA, AEP®
November 19, 2020 November Meeting- “Tax Planning in Uncertain Times"
Sanford J. Schlesinger
November 17, 2020 Study Group- Webinar: "Creative Ways to Fund Business Owner Retirement"
Vincent M. D'Addona, MSFS, CLU®, ChFC®, RICP®, CExP®, AEP® (Distinguished)
October 20, 2020 STUDY GROUP- Webinar: "Planning for International Families in a time of COVID-19"
Joseph A. Field, Esq.- Pillsbury Winthrop Shaw Pittman
October 19, 2020 October Meeting- “Surrogate's Court Procedures to Ensure Access to Justice During the Covid-19 Pandemic 2020”
Hon. Margaret C. Reilly
September 17, 2020 September Meeting- “Impending Changes to the New York State Home Care Medicaid Program”
Ellen G. Makofsky, Esq.- Makofsky Law Group, P.C.
September 15, 2020 STUDY GROUP- Webinar: Zen and the Art of Trust Modification
Susan T. Bart Esq.- Schiff Hardin LLP
August 18, 2020 STUDY GROUP- Webinar: Remote Signing, Witnessing, and Notarization of Estate Planning Documents: Is the Future Here?
Timothy S. Reiniger, Esq. - Reiniger LLC
July 21, 2020 STUDY GROUP- Webinar: What Estate Planning Professionals Need to Know About Cybersecurity in the Era of COVID-19
Justin Joy, JD, CIPP/US, CIPT- Lewis, Thomason, King, Krieg & Waldrop, P.C.
June 30, 2020 STUDY GROUP- Webinar: "Planning Team Revenue Opportunities Generated by New Tax Law"
Terri L. Getman, JD, CLU®, ChFC®, RICP®, AEP® (Distinguished)
June 25, 2020 Annual Officers' Conferment Meeting
May 28, 2020 ZOOM- Happy Hour
EPC Executive Board Members
May 21, 2020 STUDY GROUP- Webinar- “Collaboration Matters: Working Together to Produce Extraordinary Results"
Albert E. Gibbons, CLU®, ChFC®, AEP® (Distinguished)
April 28, 2020 STUDY GROUP- "Webinar: The Ethical Considerations of NYS DFS Reg 187, FINRA Rule IM2210 and the UPIA Relating to "Decision Support Material" Used by Life Insurance Producers and Attorneys CPAs and RIAs in the Life Insurance Decision Process"
Steven S. Zeiger, CEBS, TEP
February 25, 2020 STUDY GROUP- Webinar: "Basis Step-Up Strategies in Light of Portability and Tax Law Changes"
Steven B. Gorin, JD, CPA, AEP®
February 20, 2020 Breakfast Meeting- “Practical Estate and Trust Planning with IRA and Qualified Plan Assets after the passage of the SECURE Act”
Victor M. Finmann, Esq.- Jaspan Schlesinger, LLP.
January 30, 2020 STUDY GROUP- Webinar: Life Settlement Case Studies and How to Protect Client Best Interests
Jon B. Mendelsohn, CEO and Co-Founder of Ashar Group/Ashar SMV
January 16, 2020 Dinner Meeting- "Creative Charitable Planning"
Sanford J. Schlesinger, Esq.-Schlesinger Lazetera & Auchincloss LLP
December 19, 2019 Breakfast Meeting- “Defensive Estate Planning”
Michael P. Ryan, Esq.- Jaspan Schlesinger, LLP
December 12, 2019 STUDY GROUP- Webinar: "The Effect of Longevity on Your Life Priorities"
Cynthia L. Hutchins, CRPC, CIMA
November 21, 2019 Dinner Meeting- Top Tax & Estate Planning Techniques after "Tax Reform" (Sorting Through the COVFEFE)
Paul S. Lee - Global Fiduciary Strategist- Northern Trust
November 12, 2019 STUDY GROUP- Elder Law and Special Needs Planning
Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)
October 23, 2019 STUDY GROUP- Webinar: Growing Your Firm’s Revenue using the Non-Grantor Trust State Income Tax Chart
Steven J. Oshins, Esq., AEP® (Distinguished)
October 17, 2019 “Year-End Tax Planning Tips After Year 1 of TCJA”
Neil D. Katz, Esq.- Katz Chwat, P.C.
September 24, 2019 STUDY GROUP- Webinar: A Case Study in Teaming and Philanthropy, a complimentary program provided with Trusts & Estates and sponsored by the Accredited Estate Planner® designation
Panel of experts moderated by Philip B. Cubeta, CLU®, ChFC®, MSFS, AEP®, CAP®
September 19, 2019 “Use of Cash Balance Plans by Specified Service Trades or Businesses to Qualify for the 20% 199A Pass through Deduction and the Integration of Plan Assets into the Estate Plan”
Gerald P. Wolf, Esq.-Wolf Law Group, P.C.
September 12, 2019 70 for 70 Campaign- “Octoberfest in September”
August 15, 2019 STUDY GROUP- Webinar- "Technology in Your Practice"
Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished)
July 25, 2019 STUDY GROUP- Webinar- "Panel Discussion: Threats to Attorney - Client Privilege in a Team Environment"
Kim Kamin Chief Wealth Strategist and Advisor, Gresham Sustainable Wealth Management, and other panelists
June 20, 2019 STUDY GROUP- Webinar- "Ethical Wills "
Dr. Eric L. Weiner, MSW
June 11, 2019 Annual Officers’ Conferment Dinner
May 21, 2019 STUDY GROUP- Webinar "The Generational Solution, Creating Generational Wealth"
Leonard Renier- Founder of the Wealth & Wisdom Institute
April 25, 2019 STUDY GROUP- "Qualified Opportunity Zones"
Marc L. Schultz, Esq.- Snell & Willmer- Law Offices
April 18, 2019 Breakfast Meeting- "Surrogate's Update"
Hon. Margaret C. Reilly- Nassau County Surrogate
March 21, 2019 Dinner Meeting- “Claims Against Professionals in Estate Planning Matters”
Anthony P. Colavita, Esq.- L'Abbate, Balkan, Colavita & Contini, L.L.P.
March 14, 2019 STUDY GROUP- Webinar- "Succession Planning may not take a tough SOB (Specialist on Board), but are you up to it?"
Peter J. Merrick, BA, FMA, CFP®, TEP, FCSI, DTM
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®, CLTC The TOLI Center East
February 13, 2019 STUDY GROUP- Webinar- "Incorporating Long-Term Care, Longevity Annuities, and Investment Risk Into A Retirement Income Plan"
Jamie P. Hopkins, JD, MBA, LLM, CFP®
February 5, 2019 70 for 70 - Social Event
January 17, 2019 Dinner Meeting- "Planning Under the 2017 Tax Act and Other Developments"
Sandy Schlesinger, Esq.- Schlesinger Lazetera & Auchincloss LLP
January 10, 2019 STUDY GROUP- Webinar- "Post Mortem Estate Planning"
Jeremiah W. Doyle, JD, LL.M. (taxation), LL.M. (banking law), AEP® (Distinguished)
December 20, 2018 Breakfast Meeting- "A Step in the Right Direction for Elder Abuse Cases”
John G. Farinacci, Esq.
December 6, 2018 STUDY GROUP- Webinar- "Blended Gifts for Boomers- Blended Giving in Estate Planning"
A. Charles Schultz, JD
November 15, 2018 Dinner Meeting- "Tax Law for the Closely Held Business Update: The Proposed Sec. 199A Regs”
Louis Vlahos, Esq.
November 8, 2018 STUDY GROUP-Webinar- "Powers of Appointment"
Turney Berry, JD, AEP® (Distinguished)
October 18, 2018 Breakfast Meeting- “Shaking Up The Financial Industry- A Primer on Bitcoin & Other Cryptocurrencies”
Marshal Shichtman, Esq., MBA, LLM
October 11, 2018 STUDY GROUP- Webinar- "Philanthropic Times, They are a Changing'
Betsy Brill, MBA; Laura Malone, CAP®, CEPA; Jennifer Klein Strauss, JD
September 20, 2018 Dinner Meeting-“Divorce – What Every Professional Advisor Should Know….?”
Sharon L. Klein- President, Tri State Region- Wilmington Trust, N.A.
September 6, 2018 STUDY GROUP-Webinar- "What the Estate Planner Needs to Know about Roth Retirement" Plans"
Natalie B. Choate, Esq., AEP® (Distinguished)
August 16, 2018 STUDY GROUP- Webinar- "Alternatives to Self-Settled Trusts
Gideon Rothschild, JD, CPA, AEP® (Distinguished)
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)
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.
June 4, 2018 Annual Officers' Conferment Dinner
May 7, 2018 STUDY GROUP- "How the 2017 Tax Act Affects Post-Mortem Planning – Knight Revisited"
Marc Bekerman, JD, LLM
April 19, 2018 Breakfast Meeting- "Surrogates' Update"
Hon. Margaret C. Reilly, Nassau County Surrogate
April 12, 2018 STUDY GROUP-Webinar- "High Tax Free Compounded Returns: The Keys to Building Wealth and Accomplishing Significant Financial Planning "
Jonathan G. Blattmachr, Esq., AEP® (Distinguished) and Jeff Glickman
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
March 15, 2018 Dinner Meeting- “Phishing, Scams and Identity Theft”
Supervisory Special Agent Lani Espinal and Special Agent Thomas Cribbins- Internal Revenue Service
February 22, 2018 STUDY GROUP- Webinar- "Pulling a Rabbit Out of the GRAT Hat: Some of the Most Creative Structural GRAT Planning Ideas We See Out There"
S. Stacy Eastland, JD, AEP® (Distinguished)
February 15, 2018 Breakfast Meeting- “Overview of the Tax Cuts and Jobs Act, dated 12/22/2017”
Lawrence C. Lucarelli, CPA, CFP®- Albrecht Viggiano Zureck & Co., P.C.
January 18, 2018 Dinner Meeting- “Love, Sex, Money, Marriage, and Death: Estate Planning Aspects of Divorce”
Jeremiah W. Doyle, IV
January 11, 2018 STUDY GROUP- "Tax Payment Provisions, The Pros and Cons"
Michael P. Ryan, Esq. Of counsel, Jaspan Schlesinger LLP
December 21, 2017 Breakfast Meeting- “Private (Family) Split Dollar
Edward J. DeSipio, Jr., CLU, ChFC, AEP and Christi Rodriguez Cottrell, J.D
December 18, 2017 STUDY GROUP- Webinar- A December Guide to the Trump Tax Act: Where We Stand and New Planning Opportunities"
Steven J. Oshins, JD, AEP® (Distinguished)
November 21, 2017 STUDY GROUP- Webinar- "A Roundtable Discussion on Current Topics in the Planning and Administration of Estates"
Philip Cubeta, CLU®, ChFC®, MSFS, CAP®, AEP® of The American College of Financial Services; Thomas C. Rogerson of Wilmington Trust; Martin M. Shenkman, CPA, PFS, MBA, JD, AEP® (Distinguished) of Martin M. Shenkman, P.C.
November 16, 2017 Dinner Meeting- “Generation Skipping Transfer Tax”
Jed C. Albert, Esq.
October 19, 2017 Breakfast Meeting- “Asset Protection Trusts”
Ladidas Lumpkins, JD, LLM - Prager Metis- Director, Trusts & Estates
October 18, 2017 STUDY GROUP- "How to Destroy (or Resurrect) Value – Navigating the Mine Fields of Valuation"
Russell T. Glazer, MCBA, ASA, CPA/ABV, CVA, ABAR, MBA- Gettry Marcus, CPA, P.C.
September 28, 2017 STUDY GROUP Webinar- "The Perfect Modern Trust Including Income Tax Sheltering Opportunities"
Dick Oshins, JD, LL.M, MBA, AEP
September 18, 2017 Dinner Meeting- “Planning for Estates < $10 Million”
Jordon N. Rosen, CPA, AEP® - Director at Belfint, Lyons & Shuman, P.A. (Wilmington, DE)
August 24, 2017 SUFFOLK County EPC-August Meeting
"Annual Networking Meeting"
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