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FEATURED EVENTS
September 17, 2024
STUDY GROUP- Webinar-"Snowbirding: Living in More than One Location in Retirement"
Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
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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
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October 10, 2024
Breakfast Meeting- "Corporate Transparency Act"
Martin M. Shenkman, CPA, MBA, PFS, AEP, J.D.-Shenkman Law
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October 15, 2024
STUDY GROUP- Webinar- TBA
Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®
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November 21, 2024
Dinner Meeting- "Sunsetting of Estate Tax Exemption"
Andrew Reinhart - Wells Fargo (introduced by Joann Berman)
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December 19, 2024
Breakfast Meeting- "Charitable Giving"
Patricia C Marcin, Esq. - Rivkin Radler LLP and Carrie Trowbridge- Long Island Community
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January 23, 2025
Dinner Meeting- "Post Mortem Tax Planning"
"-Brian Conboy, TO and Elisa Pickel, Esq. - Fiduciary Trust Company Interrnational
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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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