FEATURED EVENTS
September 10, 2025
STUDY GROUP/NAEPC Live Webinar- "One Big Beautiful Bill, One Big Estate Planning Reboot"
Jonathan G. Blattmachr, Esq., AEP® (Distinguished)
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September 16, 2025
Kick-Off Dinner Meeting- Federal Tax Update
Samuel A. Donaldson, J.D., LL.M.
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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
Panel Discussion TBA
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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 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-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 County Surrogates
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June 2, 2026
Annual Officers' Conferment Dinner
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