Richard Chalifoux - Estate Planning Council of Nassau County

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Richard G. Chalifoux, J.D., AEP®

Managing Director and Senior Trust Officer

First Republic Trust Company

1001 Franklin Avenue

Suite 100

Garden City, NY 11530

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Phone: 516-873-2602

Fax: 516-873-2688

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Website: http://firstrepublic.com

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FEATURED 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)

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November 12, 2019

STUDY GROUP- Elder Law and Special Needs Planning

Bernard A. Krooks, JD, CPA, LL.M. (taxation), CELA, AEP® (Distinguished)

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November 21, 2019

Dinner Meeting- Top & Estate Planning Techniques after "Tax Reform"

Paul S. Lee - Global Fiduciary Strategist- Northern Trust

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December 12, 2019

STUDY GROUP- Longevity

Cynthia L. Hutchins, CRPC, CIMA

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December 19, 2019

Breakfast Meeting- TBA

Michael P. Ryan, Esq.

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January 16, 2020

Dinner Meeting- "Charitable Planning"

Sanford J. Schlesinger, Esq.

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January 22, 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

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February 20, 2020

Breakfast Meeting- TBA

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February 25, 2020

STUDY GROUP- TBA

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March 19, 2020

Dinner Meeting- TBA

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March 26, 2020

STUDY GROUP- TBA

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April 23, 2020

Breakfast Meeting- “Surrogate’s Update”-

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April 28, 2020

STUDY GROUP- TBA

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May 21, 2020

STUDY GROUP- TBA

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Affiliated with

National Association of Estate Planners & Councils

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