ESTATE PLANNING COUNCIL OF LONG ISLAND

October 10, 2024

Breakfast Meeting- "Corporate Transparency Act"

Martin M. Shenkman, CPA, MBA, PFS, AEP, J.D.-Shenkman Law

See Event Details

October 15, 2024

STUDY GROUP- Webinar- "Executive Benefits Strategies Every Estate Planner Must Know"

Kathleen W. Bilderback, JD, LL.M. (taxation), AEP®

See Event Details

November 21, 2024

Dinner Meeting- "Sunsetting of Estate Tax Exemption"

Andrew Reinhart - Wells Fargo (introduced by Joann Berman)

See Event Details

December 19, 2024

Breakfast Meeting- "Charitable Giving"

Patricia C Marcin, Esq. - Rivkin Radler LLP and Carrie Trowbridge- Long Island Community

See Event Details

January 23, 2025

Dinner Meeting- "Post Mortem Tax Planning"

"-Brian Conboy, TO and Elisa Pickel, Esq. - Fiduciary Trust Company Interrnational

See Event Details

February 13, 2025

Breakfast Meeting- "Mental Health in Estate Planning"

TBA

See Event Details

March 20, 2025

Dinner Meeting- "Planning for Foreign Clients"

Avi Kestenbaum, Esq., Meltzer, Lippe, Goldstein & Breitstone, LLP

See Event Details

April 24, 2025

Breakfast Meeting- "Surrogates' Court Update"

Surrogates Hon. Vincent J. Messina, Jr. & Hon. Margaret C. Reilly

See Event Details

June 3, 2025

Annual Officers’ Conferment Dinner

See Event Details