ESTATE PLANNING COUNCIL OF LONG ISLAND

November 12, 2025

STUDY GROUP/NAEPC Live Webinar- "What Every Estate Planner Needs to Know About Spotting Red Flags of Elder Financial Exploitation; and What To Do When Recognizing Those Signs"

Paul R. Greenwood, JD, LL.B.

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November 20, 2025

Dinner Meeting- "The Last Chapter: Supporting Clients Through End-of-Life Planning. How to Help Families Prepare with Compassion & Clarity"

Moderator: Kerri Winans Kaley, CSA - Speaker Panel: Jill Monoson, Esq., AEP, Susan Caruso (End-of-Life Doula), and Alison Fenech, MSW – MJHS (Hospice Presenter).

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December 3, 2025

Holiday Reception Hosted by The New York Community Trust

Social Event

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December 10, 2025

STUDY GROUP/Webinar- TBA

John A. Warnick, JD, AEP® (Distinguished)

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December 18, 2025

Breakfast Meeting- Serving as Trustee: Tips & Traps

Richard G. Chalifoux, JD, AEP, Raymond C. Radigan, JD and David A. Bamdad, Esq.

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January 8, 2026

Evening Winter Social

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January 22, 2026

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

Scott Kestenbaum & Jill Monoson- Kestenbaum & Mark LLP

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February 12, 2026

ZOOM Meeting- "Heckerling Update"

Kevin Matz, Esq.

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February 26, 2026

Breakfast Meeting- "Professional Mental Health & Well Being"

Martin M. Shenkman, PC

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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

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April 23, 2026

Breakfast Meeting- Surrogates' Court Update

Nassau, Suffolk & Queens County Surrogates

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June 2, 2026

Annual Officers' Conferment Dinner

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