Education Lunch Meeting
“The What, When, and How of Decanting”
Christopher Miehl, ESQ.
Danziger & Markhoff LLP

Date: Wednesday, November 8, 2017
Time: 12:30pm - 2:00pm
Location: Crowne Plaza, White Plains

Reservations are now closed.
​Please call Diane at 914-664-6193 for more information.

  • Members: Log-In using your UserName & Password
  • Members unable to attend should select the reservation option “Unable to attend” to avoid automatic reminder emails.
  • Members should register all guests

This Lunch Meeting will be our first education seminar of the 2017-2018 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 RESERVATIONS WILL BE ACCEPTED AT THE DOOR.

Lauren J. McCallion, ESQ
Chair, Education Committee


TOPIC:

“The What, When, and How of Decanting

Presentation will cover the following topics:

  • What is decanting
  • Estate planning benefits of using decanting
  • When to do it
  • How to do it.
  • Recent updates affecting the law

Please join us for lunch on November 8. 


SPEAKER:

Christopher Miehl, ESQ.
Associate
Danziger & Markhoff LLP

Christopher Miehl focuses his practice on estate planning and estate administration.  Chris develops and implements estate and tax planning strategies specifically tailored for each individual client. From preparing simple Wills that leave assets to a surviving spouse or children to drafting sophisticated trusts designed to minimize estate and generation-skipping taxes, Chris has the experience and knowledge to meet a wide range of estate planning objectives. He has also worked extensively with closely held businesses regarding the development of a succession plan as well as structuring asset protection strategies.

Chris also assists fiduciaries with all aspects of estate and trust administration, including the commencement of probate proceedings in the New York Surrogate’s Court, post-mortem tax planning, preparation of estate tax and fiduciary income tax returns, and fiduciary accountings.

Before joining Danziger & Markhoff, Chris worked at a large firm on Long Island, where he represented high-net worth clients in connection with estate planning and estate administration. He also practiced in the New York State Surrogate's Courts, representing clients in contested trust and estate matters.

 


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.
  • Certified Financial Planners will receive (1) CE credit
  • 1 CLE credit for Attorney, pending NYSBA approval

COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTED:  MasterCard, Visa, Discover

CHECK PAYMENTS:

DO NOT
MAIL CHECKS TO 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 Lauren J. McCallion, ESQ
Law Offices of Susan Taxin Baer
500 Mamaroneck Avenue, Suite 320
Harrison, NY 10528


 

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