ESTATE PLANNING COUNCIL OF LONG ISLAND

October 16, 2025

Breakfast Meeting- Medicaid Update

Elizabeth Forspan, Esq.

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November 12, 2025

STUDY GROUP/NAEPC Live Webinar- TBD

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- Speaker Panel: Jill Monoson, Esq., Susan Caruso (Legacy Consultant Advisor), and Alison Frank (hospice presenter).

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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

Breakfast Meeting- Heckerling Update

Kevin Matz, Esq.

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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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