| October 16, 2025 |
Breakfast Meeting- Medicaid Update
Elizabeth Forspan, Esq. |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 12, 2025 |
STUDY GROUP/NAEPC Live Webinar- TBD
Paul R. Greenwood, JD, LL.B. |
| November 12, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Complimentary Webinar presented by Paul R. Greenwood, JD, LL.B.
Paul R. Greenwood, JD, LL.B. |
| November 20, 2025 |
Dinner Meeting- The Last Chapter: Supporting Clients Through End-of-Life Planning
Panel Discussion TBA |
| December 18, 2025 |
Breakfast Meeting- Serving as Trustee: Tips & Traps
Richard G. Chalifoux, JD, AEP, Raymond C. Radigan, JD and David A. Bamdad, Esq. |
| January 22, 2026 |
Dinner Meeting- “Don’t Lien on Me” Tax Liens (federal and state discharging liens)
Scott Kestenbaum & Jill Monoson- Kestenbaum & Mark LLP |
| February 12, 2026 |
Breakfast Meeting- Heckerling Update
TBA |
| 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 |
| April 23, 2026 |
Breakfast Meeting- Surrogates' Court Update
Nassau & Suffolk County Surrogates |
| June 2, 2026 |
Annual Officers' Conferment Dinner
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