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FEATURED EVENTS
January 22, 2025
Study Group- "Using Financial Modeling to Communicate the Benefits of Estate Planning Techniques to Clients in an Understandable Manner"
Jerome M. Hesch, MBA, JD, AEP® (Distinguished), Brad Dillon, JD, LL.M., and Brandon Ketron, CPA, JD, LL.M.
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January 23, 2025
Dinner Meeting- Post Mortem Estate Planning – Executors’ Elections- “Inside the Black Box of Estate Administration and Executors’ Elections”
Brian Conboy, TO & Elisa Pickel, Esq. Fiduciary Trust Company International
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January 28, 2025
STUDY GROUP-Webinar-"The Secondary Market for Life Insurance: Current Trends, New Applications -Sponsored Session provided by Coventry"
Peter M. Hershon, CLU®, ChFC®
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February 12, 2025
STUDY GROUP- Webinar-"Into the Great Wide Open: Planning for Childfree Individuals"
Jennifer B. Goode, JD
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February 13, 2025
Breakfast Meeting- "Estate Planning for Loved Ones with Mental Health and/or Substance use Disorders"
Jamie Rosen, Esq. & Steve Chassman, LCSW, CASAC, Executive Director of Long Island Council on Alcoholism and Drug Dependence (LICADD) Patricia Marcin, Rivkin Radler (moderator)
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March 20, 2025
Dinner Meeting- "Planning for Foreign Clients"
Avi Kestenbaum, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
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April 24, 2025
Breakfast Meeting- "Surrogates' Court Update"
Surrogates Hon. Vincent J. Messina, Jr. & Hon. Margaret C. Reilly
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May 14, 2025
STUDY GROUP- Webinar-"Strategies to Help Maximize Social Security Benefits"
Ash Ahluwalia, CFP®, MBA
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June 3, 2025
Annual Officers’ Conferment Dinner
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June 11, 2025
STUDY GROUP- Webinar-" Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’sVersion)"
Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP
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