BREAKFAST EDUCATION MEETING
“Supplemental Needs Trusts”

Date: Wednesday, May 1, 2019
Time: 8:00am - 9:30am
Location: BNY Mellon Wealth Management, 701 Westchester Avenue, White Plains
Speaker: Kathryn M. Maloney, SVP & Trust Services Director
Amy C. O'Hara, Certified Elder Law Attorney

REGISTRATION CLOSED

Please note change of location to BNY Mellon Wealth Management - address above.


This breakfast will be our last education seminar of the 2018-2019 council year.  Reservations are limited to Estate Planning Council members only, on a first come, first served basis.  In addition, guest reservations may be accepted if space is available.

Seating is limited.  Please submit your reservation as soon as possible so we can make arrangements for food serviceThere are no refunds after a reservation has been accepted.

NO RESERVATIONS WILL BE ACCEPTED AT THE DOOR.

Please join us for Breakfast on May 1st.
Catherine M. Censullo, CPA, PFS
Chair, Education Committee


TOPIC:

 “Supplemental Needs Trusts – Everything You Want to Know, But Are Afraid to Ask”

 

SPEAKERS:

Kate Maloney, SVP and Trust Services Director of Orange County Trust Company, and Amy C. O’Hara, Certified Elder Law Attorney and Partner with Littman Krooks LLP, will present an overview of the key things you need to know in this arena.

They will talk about:

  • the different types of special needs trusts,
  • the basics you need to be aware of that affect their eligibility for benefits,
  • the considerations your clients need to be aware of in selecting trustees,
  • the things you need to make sure are handled in properly administering the trust, and
  • how the trust will be taxed.

 

Kathryn M. Maloney, TO
SVP & Trust Services Director
Orange County Trust Company

 
Kate brings over 29 years of experience in trust and estate administration and wealth management to the Bank. She worked with a wide variety of trust and estate clients at Hudson Valley Bank, the Bank of Millbrook and Fiduciary Trust Company International and has a track record of successful management of Trust Departments and helping them increase assets under management.

See below for Complete Bio.

 

Amy C. O'Hara, Certified Elder Law Attorney
Partner, Littman Krooks LLP

Amy C. O’Hara is a partner with the law firm of Littman Krooks LLP. Amy’s practice is focused in the areas of estate planning and administration, trust administration, guardianships, special needs planning, personal injury settlement consulting, elder law and veterans’ benefits. Amy has been accredited by the U.S. Department of Veterans Affairs to present and prosecute claims for veterans’ benefits.

See below for Complete Bio.


This meeting is sponsored in part by . . .


COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTED:  MasterCard, Visa, Discover

DO NOT MAIL CHECKS TO THE ADDRESS ON YOUR RECEIPT.
Checks should be made payable to the Estate Planning Council of Westchester County, Inc. and mailed along with a copy of your online registration receipt to:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Catherine M. Censullo, CPA, PFS

Censullo, Gupta & Associates, CPA, LLP
80 Business Park Drive, Suite 208
Armonk, NY 10504

PHOTOS:  By attending a meeting of the Estate Planning Council of Westchester County (hereinafter “EPC Westchester”), you hereby: (1) give consent for EPC Westchester to use your photograph or image in its print, online and video publications; (2) release EPC Westchester, its employees and any outside third parties from all liabilities or claims that you might assert in connection with the above-described uses; and (3) waive any right to inspect, approve or receive compensation for any materials or communications, including photographs, videotapes, website images or written materials, incorporating photos/images of you.

 

Related Document(s):

See Upcoming Event Calendar