Next Meeting:
Site Links:
We're sorry, we could not find the event you were looking for. Back to events.
September 17, 2024
STUDY GROUP- Webinar-"Snowbirding: Living in More than One Location in Retirement"
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
See Event Details
September 19, 2024
Dinner Meeting- "Powerful Trust Laws to Combat Future Uncertainties: The Need for Flexibility"
Al W. King, III J.D., LL.M, AEP, TEP- South Dakota Trust Company, LLC
October 10, 2024
Breakfast Meeting- "Corporate Transparency Act"
Martin M. Shenkman, CPA, MBA, PFS, AEP, J.D.-Shenkman Law
October 15, 2024
STUDY GROUP- Webinar- TBA
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
November 21, 2024
Dinner Meeting- "Sunsetting of Estate Tax Exemption"
Andrew Reinhart - Wells Fargo (introduced by Joann Berman)
December 19, 2024
Breakfast Meeting- "Charitable Giving"
Patricia C Marcin, Esq. - Rivkin Radler LLP and Carrie Trowbridge- Long Island Community
January 23, 2025
Dinner Meeting- "Post Mortem Tax Planning"
"-Brian Conboy, TO and Elisa Pickel, Esq. - Fiduciary Trust Company Interrnational
February 13, 2025
Breakfast Meeting- "Mental Health in Estate Planning"
TBA
March 20, 2025
Dinner Meeting- "Planning for Foreign Clients"
Avi Kestenbaum, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP
April 24, 2025
Breakfast Meeting- "Surrogates' Court Update"
Surrogates Hon. Vincent J. Messina, Jr. & Hon. Margaret C. Reilly
June 3, 2025
Annual Officers’ Conferment Dinner
Join our Mailing List!