Past Events

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 Undue Influence
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
Heidi Krantz
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
Panel Discussion
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 Asset Titling
Jennifer Hillman, Esq.
February 7, 2018 Fiduciary Obligations
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"
Jonathan Blattmachr
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."
Ray Radigan
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"
Christina Yaccarino
October 7, 2015 Professional Advisors 2015 Fall Forum "Asset Protection"
Raymond Radigan
September 16, 2015 "Life Insurance Beyond the Death Benefit"
Steve Shorrock
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 Cyber Security
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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