September 28, 2021
STUDY GROUP- Webinar: "Planning for Business Owners and Trusts in Light of Changing Income Tax Rates"
Steve Gorin JD, CPA, CGMA®, AEP® (Distinguished).
October 19, 2021
STUDY GROUP Webinar: "The Impact of Testamentary Documents in a Divorce: a Divorce Attorneys' Perspective"
Natalia C. Wilson, JD
October 21, 2021
October Breakfast Meeting- "The Secure Act"
Neil D Katz, Esq.- Katz Chwat, P.C.
November 16, 2021
STUDY GROUP- Webinar: "Social Security Considerations in Estate Planning"
: Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
November 18, 2021
November Dinner Meeting- Topic TBA
Martin M. Shenkman, CPA
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- "Medicaid Planning"
Jaime Lewis, Esq.- Hollis Laidlaw & Simon, PC
January 20, 2022
Dinner Meeting- "Tax Update"
Sanford J. Schlesinger Esq.- Partner- Schlesinger Lazetera & Auchincloss LLP
March 17, 2022
Dinner Meeting- "Fiduciary Accountings"
Richard G. Chalifoux, J.D., AEP®, Joseph T. La Ferlita, Esq. and Lisa Rispoli, CPA, AEP
April 21, 2022
Breakfast Meeting- "Surrogate's Update"
Hon. Margaret C. Reilly
February 17, 2022
Breakfast Meeting- Topic TBA
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