ESTATE PLANNING COUNCIL OF LONG ISLAND

October 22, 2026

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

Scott Kestenbaum, Esq. – Kestenbaum & Mark, LLP

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November 19, 2026

Dinner Meeting- "Fiduciary Income Tax (1041s) – the basics, important elections, common mistakes, audit issues, coordinating the timing with other tax returns"

Matt Taus, CPA/PFS, CFP- Wild, Maney & Resnick LLP

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December 2, 2026

Holiday Reception

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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- "Cyber Security"

Steven Kuperschmid, Esq.- Ruskin Moscou Faltischek, P.C

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February 18, 2027

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

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

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February 25, 2027

ZOOM Meeting- Heckerling Highlight

Kevin Matz, ESQ., CPA, LL.M.- ARENTFOX SCHIFF LLP

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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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