DINNER MEETING:
“A View from the Bench"

Date: Wednesday, February 27, 2019
Time: 6:00pm - 8:30pm
Location: Crowne Plaza, 66 Hale Avenue, White Plains
Speaker: Hon. Brandon R. Sall
Surrogate, Westchester County

RESERVATIONS CLOSED WEDNESDAY,  FEBRUARY 20, 2019 

Questions?  Call Diane at 914-664-6193


TOPIC:

“A View from the Bench.
Discussion and Q & A with Hon. Brandon R. Sall.
Moderated by Joe Samulski.

 

SPEAKER:

HON. BRANDON R. SALL
 Surrogate, Westchester County

Surrogate Sall graduated from the University of Miami in 1982, and thereafter from the Benjamin N. Cardozo School of Law in 1985.  From October 2014 until he became Surrogate in June 2015, Judge Sall was formerly the managing member of the White Plains law firm of Sall, Geist, Schwarz & Jellinek, PLLC.  Prior to that, Judge Sall was a partner in Sall & Geist from 2012 to 2014.  Prior to the formation of Sall & Geist in January 2012, Judge Sall was a partner in Schuman & Sall from 1992 to 2002 and of counsel to the Yonkers law firm of Rabin, Panero,and Schuman from November 1988 to July 1992.  Additionally, until June 2015 Judge Sall was a partner in the White Plains law firm, Gellert & Rodner, which specializes in tax certiorari matters.

Judge Sall specialized in trusts and estates and real estate law and had a significant transactional and litigation practice. In 2002, Judge Sall became general counsel to the Westchester County Public Administrator and served until June 2015.

In May of 2015, Judge Sall was appointed as Surrogate of Westchester County by the Hon. Andrew M. Cuomo, Governor of the State of New York and was elected as Surrogate of Westchester County in November 2015.

Judge Sall is a member of the New York State Bar Association and the Westchester County Bar Association as well as the Trusts and Estates sections of the New York State Bar Association and Westchester County Bar Association


MODERATOR:.

Joseph M. Samulski
Managing Director, Chief Fiduciary Officer

Joseph Samulski is the Chief Fiduciary Officer for BNY Mellon Wealth Management. In this role he is responsible for the  oversight of fiduciary governance and risk for BNY Mellon Wealth Management, and is the chair of its National Trust Administrative Committee.

Prior to joining the firm in 2004, Joseph practiced trusts and estates law in New York City for 15 years and served as the Chief of the Law Department at the New York County Surrogate’s Court for 5 years.

Joseph received his B.A. from the George Washington University and his J.D. from the University of South Carolina School of Law. He is a member of various national and state professional organizations, and is a frequent lecturer at wealth management and continuing legal education seminars sponsored by various financial industry organizations, national and state bar associations, governmental agencies and not-for-profit institutions. He serves as a director of the BNY Mellon Foundation, the George Link, Jr. Foundation and Howard Gilman Foundation.  


This meeting is sponsored in part by . . .

 

 

 


CONTINUING EDUCATION:
(1) CE credit for Certified Financial Planners.

DINNER ENTRÉE CHOICES :
Tilapia francaise   
Sautéed Boneless Breast of Chicken with Wild Mushroom Demi Glaze

COST:  (Includes parking)
Members - no charge.
$ 75.00:  Guest reservation (check mailed or paid by credit card)
$ 85.00:  Guest fee at door (check or cash only)

RESERVATION POLICY:  In order to be able to give the Crowne Plaza a more accurate count and avoid having the Council pay for meals for members who are not attending, it is respectfully requested that;

  • all attendees register for all meetings no later than the RSVP date and,
  • If necessary, cancel your attendance no later than 48 hours prior to the meeting if possible.

CREDIT CARD PAYMENTS ACCEPTED
Guest fees reserved online through the website may be paid by credit card.
The guest fee at the door must be paid by cash or check only.

CHECK PAYMENTS:  Checks should be made payable to the Estate Planning Council of Westchester County, Inc.
Mail your check along with a copy of your online receipt to:

ESTATE  PLANNING COUNCIL OF WESTCHESTER COUNTY, INC.
c/o Diane M. Iozzo
 415 Gramatan Avenue, #3D, Mount Vernon, NY 10552


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.


 

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