|June 16, 2021||
Tax Update 2021
Neil Katz, Esq.
|April 21, 2021||
Bridging the Knowledge Gap: Why Clients Don’t Appreciate Your Expertise (and What You Can Do About it).
|March 24, 2021||
Defensive Estate Planning: How to Avoid a Will Contest
Bill Parkas, Esq.
|February 10, 2021||
Everything You Wanted to Know about Retirement Plan Designs But Were Afraid to Ask
Ronald Stair, PhD
|January 13, 2021||
2021 Kickoff Networking Event
Sponsored By HERITAGE AUCTIONS
|December 9, 2020||
Employment and Labor Law Issues in the Workplace and Navigating COVID-19
Glenn Franklin, Esq.
|November 18, 2020||
How the Surrogate's Court Has Adapted to COVID
Hon. Theresa Whelan, Suffolk County Surrogate's Court
|October 21, 2020||
How to Become a Master Rainmaker
|September 23, 2020||
How to Reclaim Stretch Payments for IRAs and Qualified Plans after the SECURE Act
Jonathan Blattmachr, Esq
|June 10, 2020||
Execution: The Discipline of Getting Things Done
Joe Campolo, Esq.
|May 13, 2020||
The Big Apple vs. The Big Orange
Amy Beller, Esq
|April 22, 2020||
POSTPONED: The Discipline of Getting Things Done
Joe Campolo, Esq
|March 18, 2020||
Contested Probate Proceedings-POSTPONED
Bill Parkas, Esq.
|February 26, 2020||
'Til Death & Divorce do Us Part
Patricia Marcin, Esq. & Brian P. Corrigan, Esq.
|January 22, 2020||
Holiday Hangover Party
|November 13, 2019||
Introduction to Cryptocurrency
|October 16, 2019||
When All Hope is Lost - Financial Planning Through Guardianship
Wendy Sheinberg, Esq
|September 25, 2019||Estate Planning Council of Suffolk County - Social Event|
|September 11, 2019||
Practical Tips for the Estate Planner - From Judge to Practitioner
Hon. C. Raymond Radigan
|June 12, 2019||
John Graffeo, Esq.
|May 15, 2019||
Estate Plans of the Rich & Famous
Jason Smith, Esq
|April 17, 2019||
How New Yorkers Can Preserve the Benefit of Deductions for Real Estate Taxes (Above $10,000) and Charitable Donations Without Limit and Without Forfeiting the Use of the Standard Deduction.
Jonathan Blattmachr, Esq.
|March 13, 2019||
How You'll Become the Ideal Leader
|February 13, 2019||
Tax Law Update
Neil D. Katz
|December 11, 2018||Holiday Social|
|November 14, 2018||
Clash of the Titans
Ilene Cooper and Mitchell Cooper
|October 24, 2018||
Estate Planning for the Modern Family
|September 26, 2018||
Estate Planning in The Digital Age
Robert Harper, Esq.
|June 20, 2018||
Art of Negotiation
Joe Campolo, Esq
|May 23, 2018||
Surrogate's Court Update and Proposed Legislation
Hon. John M. Czygier, Jr.
|April 18, 2018||
Business Succession Planning
Neil D. Katz, Esq.
|March 14, 2018||
Jennifer Hillman, Esq.
|February 7, 2018||
Eric Penzer. Esq
|December 12, 2017||Holiday Gathering|
|November 15, 2017||
"Fundamentals of Estate Planning in Light of a Trump Presidency, Political Uncertainty & Rising Interest Rates"
|October 25, 2017||
Recovery of Stolen WWII Art
Sam Blaustein, Esq & Ed Greason, Esq
|September 27, 2017||
Estate Planning Concepts when Selling your Business
Diane Giordano & Gregg Schor
|August 24, 2017||Annual Networking Event|
|June 21, 2017||
" Elder Abuse: A New Landscape after Astor, Clark, Redstone and Rooney. Lessons learned from these cases and steps taken nationwide to stem this epidemic."
|May 24, 2017||
Utilizing Trusts as IRA beneficiary and the related tax consequences
Neil Katz, Esq
|April 19, 2017||
Special Needs Trusts & Planning Techniques
Mitch Weisbrot & Andrew Cohen
|March 15, 2017||
Elder Law Planning
Nancy Burner, Esq
|January 25, 2017||
Estate Planning Council Meeting "Long Term Care Planning"
John G. Brady
|December 13, 2016||2016 Holiday Gathering|
|November 9, 2016||
Medicare and You 2017
Guy Malone Jr.
|September 14, 2016||
"Lessons from the Estate Plans for the Rich and Famouns"
Jason J. Smith, Esq.
|August 16, 2016||
Annual Networking Event
National Estate Planning Council
|June 15, 2016||
"Til Death and Divorce Due Us Part"
Patricia Marcin & Frank Santoro
|May 11, 2016||
Trusts as IRA Beneficiary
Neil D. Katz
|April 20, 2016||
"Who Should Profit from the Holocaust" Ethics, Museums & Recent Nazi Looted Art Cases"
Raymond J. Dowd
|March 16, 2016||
"Trust Situs Issues"
Thomas M. Forest- President, U.S. Trust
|January 6, 2016||
"Lessons from an estate litigator on common mistakes by estate planners"
John P. Graffeo
|December 15, 2015||
"Latest New York Legislative Developments"
New York State Senator John J. Flanagan
|November 18, 2015||
"Family Limited Partnerships - Understanding the Current Landscape and Valuation Issues"
|October 7, 2015||
Professional Advisors 2015 Fall Forum "Asset Protection"
|September 16, 2015||
"Life Insurance Beyond the Death Benefit"
|August 11, 2015||Estate Planning of Suffolk County Annual Networking Event|
|July 15, 2015||
"Lessons from the Estate Plans of the Rich and Famous on the Do's and Dont's of Disinheriting Family Members
Jason J. Smith, Esp.
|June 10, 2015||
"What every Estate Planner should know about Business Valuations"
Michael DeStefano, CPA, CVA
|May 13, 2015||
Marc Schein, CIC, CLCS - Risk Advisor
|April 21, 2015||
Elder Law Asset Protection Overview and Medicaid Update
Kim M. Smith, Esq
|March 11, 2015||
"Decanting, May I Freshen your Trust? A Selection of Opportunities to Ease Trust Transactions through Decanting"
Andrew Tansey, Esq
|December 11, 2014||
Perspectives on Charitable Giving
Alexandra Pia Brovy, Esq.
|November 12, 2014||
How to Protect your Child Legally and Financially
Andrew M. Cohen, ESQ. (JD., LL.M) and Mitchell Weisbrot, CLU, ChSNC
|October 8, 2014||
"Venn Diagrams: The Intersection of Estate & Income Tax (Planning in the ATRA-MATH)"
Paul S. Lee
|September 10, 2014||
A Comprehensive Look at Social Security
Kim Michelson from Blackrock Securities
|August 5, 2014||Annual Networking Event|
|June 4, 2014||
1031 Tax Deferred Exchange Opportunities
Leo Mutchler from BNY Mellon Wealth Management
|May 7, 2014||
The New NYS Income, Gift & Estate Tax Laws; The Good, The Bad, & The Ugly.
MITCHELL J. COOPER
|April 2, 2014||
Breakfast Meeting, Sponsored by BNY Mellon Wealth Management
Darrell Cronk, CFA Regional Chief Economist for Wells Fargo and Alan Weiner, CPA, JD, LL.M,
|March 5, 2014||
Dinner Meeting March 5, 2014 6:00-9:00pm
Robert Katz, Esq., Joanne Campbell Schiefer and Richard G. Chalifoux, J.D., AEP.
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