|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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