February 28, 2018 Platinum Sponsor

Breakfast Meeting: Planning for Same Sex Couples

Date: Wednesday, May 6, 2015
Time: 8:00am - 9:30am
Location: Crowne Plaza, 66 Hale Ave, White Plains
Speaker: Gabe M. Wolosky, CPA, PragerMetis / Raymond C. Radigan, Managing Director of Trust of The Private Client Reserve of U.S.Bank

This BREAKFAST Meeting will be our final education seminar of the 2014-2015 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 that we can make arrangements for food service.  Due to our commitment to the Crowne Plaza, we will be unable to make a refund after a reservation has been accepted.

No reservation will be accepted at the door.

Patrick O' Sullivan, Esq.
Chair, Education Committee


RSVP MUST BE MADE ON-LINE NO LATER THAN FRIDAY, May 1, 2015


TOPIC:

Planning for Same Sex Couples

This presentation will discuss the implications of the Supreme Court's ruling in United States v. Windsor as it applies to same sex couples regarding income tax planning, estate planning, and planning for Social Security, retirement and health benefits.  There will also be an overview of New York's Marriage Equality Act and how it impacts same sex couples regarding intestacy laws, estate planning, right of election, New York income tax, property ownership and planning for incapacity.


SPEAKERS

Gabe M. Wolosky, CPA, JD, LLW, AEP, TEP, PFS, CGMA
Prager Metis CPAs, LLC

Gabe M. Wolosky is a Partner in the Tax, Advisory Services and International Departments of Prager Metis CPAs, LLC a member of Prager Metis International LLC. He has been practicing since 1976.  Mr. Wolosky specializes in providing compliance, planning, and advisory services in private and family wealth.

Mr. Wolosky is a noted expert and has presented and participated in panels for New York State Bar Association, CMJ, New York State Society of Certified Public Accountants, as well as several law firms and trust companies.


Raymond C. Radigan
The Private Client Reserve of U. S. Bank

As Managing Director for the East Region of The Private Client Reserve of U. S. Bank, Ray is responsible for managing the trust activity and participating in business development in the New York, Boston, Philadelphia and Washington D.C  markets. Recently, Ray also was instrumental in helping US Bank open a trust office in Wilmington, Delaware.

Ray has over 25 years experience managing the administration of trust and estate accounts Ray is a frequent speaker at estate planning seminars offered by the American Bankers Association, New York State Bar Association, New York State Bankers Association, the Practicing Law Institute, and the New York State CPA Society.

For Complete Bios, See Related Document


CONTINUING EDUCATION:

  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Advisory Services.  Our New York State CPE Sponsor license number is 000783.
  • Approved for 1 CFP Continuing Education credit.

COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTEDMasterCard, Visa, Discover

CHECK PAYMENTS: 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 Patrick J. O'Sullivan, Esq.

Keane & Beane, PC
445 Hamilton Avenue, White Plains, NY 10601

See Upcoming Event Calendar