September 10, 2025

STUDY GROUP/NAEPC Live Webinar- TBA

Jonathan G. Blattmachr, Esq., AEP® (Distinguished)

See Event Details

September 16, 2025

Kick-Off Dinner Meeting- Federal Tax Update

Samuel A. Donaldson, J.D., LL.M.

See Event Details

October 16, 2025

Breakfast Meeting- Medicaid Update

Elizabeth Forspan, Esq.

See Event Details

November 12, 2025

STUDY GROUP/NAEPC Live Webinar- TBD

Paul R. Greenwood, JD, LL.B.

See Event Details

November 20, 2025

Dinner Meeting- The Last Chapter: Supporting Clients Through End-of-Life Planning

Panel Discussion TBA

See Event Details

December 18, 2025

Breakfast Meeting- Serving as Trustee: Tips & Traps

Richard Chalifoux, Ray Radigan, Jr. & David Bamdad

See Event Details

January 22, 2026

Dinner Meeting- “Don’t Lien on Me” Tax Liens (federal and state discharging liens)

Scott Kestenbaum & Jill Monoson- Kestenbaum & Mark LLP

See Event Details

February 12, 2026

Breakfast Meeting- Heckerling Update

TBA

See Event Details

March 19, 2026

Dinner Meeting-Administering Estates: Trusts with Difficult, Challenging or Unusual Assets

Brian D. Conboy, TO & Elisa M. Pickel, Esq.- Fiduciary Trust International

See Event Details

April 23, 2026

Breakfast Meeting- Surrogates' Court Update

Nassau & Suffolk County Surrogates

See Event Details

June 2, 2026

Annual Officers' Conferment Dinner

See Event Details