ESTATE PLANNING COUNCIL OF LONG ISLAND

November 19, 2024

Study Group- Webinar-" From Deductibles to Donut Holes: How to Decipher Your Medicare Choice"

Dianne Savastano, BSN, MBA

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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 17, 2024

Study Group-Webinar- "101 Tax Savings Ideas"

Julie A. Welch, CPA/PFS, CFP®, AEP®

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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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