ESTATE PLANNING COUNCIL OF LONG ISLAND

April 23, 2025

Study Group/Webinar- "Estate Planning Tips and Developments"

Martin M. Shenkman, CPA/PFS, MBA, JD, AEP® (Distinguished).

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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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