Past Events

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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