| July 9, 2025 |
NATIONAL EVENT:
NAEPC Webinar: Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
Jim Coutre |
| September 16, 2025 |
Kick-Off Dinner Meeting- "Tax Talk"
Samuel A. Donaldson, J.D., LL.M. |
| October 16, 2025 |
Breakfast Meeting- "Serving as Trustee-Tips & Traps Balance interest of beneficiaries, problematic beneficiaries, SNT trusts, what happens if you don’t do what you should?"
Panel Discussion TBA |
| October 19, 2025 |
NATIONAL EVENT:
62nd Annual
NAEPC Advanced Estate Planning Strategies Conference
The Profession's Leading Experts |
| November 20, 2025 |
Dinner Meeting-" “Preparing Our Clients for How to Handle the Last Moments of a Loved Ones Life” End of Life Decisions (educating us in the field as to what we should point out to our clients) Include health care proxy"
Panel Discussion TBA |
| December 18, 2025 |
Breakfast Meeting- "Medicaid Update"
Elizabeth Forspan, 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-"Administration of Difficult Assets: Administration with Illiquid Assets-order of deaths/ business interests/ minority interest in private company- Succession Business Plan- illiquid assets- transfer of assets-art work-estate admin/collectibles/creditors/copyrights"
TBA |
| April 23, 2026 |
Breakfast Meeting- "Surrogates' Update"
Nassau & Suffolk County Surrogates |
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