ESTATE PLANNING COUNCIL OF LONG ISLAND

September 16, 2025

Kick-Off Dinner Meeting- "Tax Talk"

Samuel A. Donaldson, J.D., LL.M.

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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

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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

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December 18, 2025

Breakfast Meeting- "Medicaid Update"

Elizabeth Forspan, Esq.

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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"

TBA

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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

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April 23, 2026

Breakfast Meeting- "Surrogates' Update"

Nassau & Suffolk County Surrogates

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