ESTATE PLANNING COUNCIL OF LONG ISLAND

December 17, 2024

Study Group-Webinar- "Hot Tax, Social Security, & Medicare Saving Ideas in Today’s Environment (101 Tax Savings Ideas)"

Julie A. Welch, CPA/PFS, CFP®, AEP® and Randy Gardner, JD, LLM, CPA/PFS, CFP, AEP®

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December 19, 2024

Breakfast Meeting- "Charitable Giving"

Audra Lewton- Director of Planned Giving at New York CommunityTrust

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January 23, 2025

Dinner Meeting- "Post Mortem Tax Planning"

Brian Conboy, TO & Elisa Pickel, Esq. Fiduciary Trust Company International

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February 13, 2025

Breakfast Meeting- "Mental Health in Estate Planning"

TBA

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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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June 3, 2025

Annual Officers’ Conferment Dinner

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