Next Meeting:
Site Links:
Return to Member Search Results
Start a New Search
Edit My Member Profile
March 18, 2026
STUDY GROUP/Webinar-"The Death of the 60/40 Glidepath – and Crypto’s Role in its Replacement"
Ric Edelman, CBDA
See Event Details
March 19, 2026
Dinner Meeting- “Expect the Unexpected: Administering Estates with Complex and Unusual Assets”
Brian D. Conboy, Esq. & Elisa M. Pickel, Esq.- Fiduciary Trust International
April 22, 2026
STUDY GROUP/Webinar-SLATs
James I. Dougherty, JD
April 23, 2026
Breakfast Meeting- Surrogates' Court Update
Nassau, Suffolk & Queens County Surrogates
June 2, 2026
Annual Officers' Conferment Dinner
June 17, 2026
STUDY GROUP/Webinar- "The New Legacy: Strategic Estate Planning with Art & Collectibles"
Roberta Kramer
July 15, 2026
STUDY GROUP/Webinar- "Family Dynamics Under Stress: How Behavioral Patterns Shape Planning Conversations"
Arden O'Connor
Join our Mailing List!