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FEATURED EVENTS
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, CSA - Speaker Panel: Jill Monoson, Esq., AEP, Susan Caruso (End-of-Life Doula), and Alison Fenech, MSW – MJHS (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
ZOOM Meeting- "Heckerling Update"
Kevin Matz, Esq.
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February 26, 2026
Breakfast Meeting- "Professional Mental Health & Well Being"
Martin M. Shenkman, PC
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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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