ESTATE PLANNING COUNCIL OF LONG ISLAND

October 22, 2026

Breakfast Meeting- "E.T. Phone Home: Domicile, Statutory Residency, and Lessons from Recent Decisions"

Scott Kestenbaum, Esq. – Kestenbaum & Mark, LLP

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November 19, 2026

Dinner Meeting

TBA

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December 10, 2026

Dinner Meeting - “IRA’s”

Ed Slott, CPA, Ed Slott and Company, LLC,

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January 21, 2027

Dinner Meeting

TBA

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February 18, 2027

Breakfast Meeting-“Long Term Care Insurance”- Wendy Sheinberg, Esq. – Rivkin Radlerr and Jonathan Schwartz- NY Life- TBA

Wendy Sheinberg, Esq. – Rivkin Radler and Jonathan Schwartz- NY Life

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March 18, 2027

Dinner Meeting-“ Business Succession Planning”- Neil D. Katz, Esq., AEP- Katz Chwat, P.C. and Jeffrey Gibralter, CPA/ABV/CFF, CFE, AEP- Reid Forensic & Valuation Group, LLC

Neil D. Katz, Esq., AEP- Katz Chwat, P.C. and Jeffrey Gibralter, CPA/ABV/CFF, CFE, AEP- Reid Forensic & Valuation Group, LLC

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April 20, 2027

Breakfast Meeting- "Surrogates' Update"

TBA

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June 7, 2027

Dinner Meeting- Annual Officers' Conferment"

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