Breakfast Meeting- "Surrogates' Court Update"

	ESTATE PLANNING COUNCIL OF LONG ISLAND	MEMBER LOGIN
	MEMBER LOGIN

Date: Thursday, April 24, 2025

Time: 8:00am - 10:00am

Location: The Bristal Assisted Living at Jericho- Jericho, NY

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

FEATURED EVENTS

May 6, 2025

STUDY GROUP/Webinar- "Reshaping Buy-Sell Planning after Connelly: Legal and Practical Considerations"

April Caudill, JD, CLU, CHFC, AEP, Director of Advances Solutions at Principal Financial Group

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May 14, 2025

STUDY GROUP- Webinar-"Strategies to Help Maximize Social Security Benefits"

Ash Ahluwalia, CFP®, MBA

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June 3, 2025

Annual Officers’ Conferment Dinner

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June 11, 2025

STUDY GROUP- Webinar-" Look What You Made Me Do: A Checklist for Post-Mortem Tax Planning (Taylor’sVersion)"

Ashley L. Case, J.D., LL.M., Estate and Trust Law Certified Specialist, AEP

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