Lunch Meeting - Current Techniques in Buy-Sell Agreements

Date: Wednesday, November 6, 2019
Time: 12:30pm - 2:00pm
Location: BNY Mellon Wealth Management, 701 Westchester Avenue, White Plains

RESERVATIONS CLOSED FRIDAY NOVEMBER 1, 2019.
For information contact Diane at 914-664-6193.


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

This lunch will be our first  education seminar of the 2019-2020 council year.  
Reservations are limited to Estate Planning Council members only, on a first come, first served basis. 
Guest reservations may be accepted if space is available.

Seating is limited.  Please submit your reservation as soon as possible so we can plan for food service.
Refunds will not be issued for cancellations after Friday 11/01/19.

NO RESERVATIONS WILL BE ACCEPTED AT THE DOOR.

Please join us for lunch on November 6th.
Catherine M. Censullo, CPA, PFS
Chair, Education Committee


TOPIC:

 Current Techniques in Buy-Sell Agreements

The presentation will involve analysis of cross purchase and redemption agreements, review of funding methods including life insurance, various pitfalls and tax traps, and conflicts of interest problems.


SPEAKERS:

Harris Markhoff, Senior Partner
Danziger & Markhoff LLP

Harris Markhoff, a founder of the firm, has a broad business and tax practice which includes counseling individuals, professional corporations, closely held and family-owned businesses on a wide range of corporate, tax and estate planning issues. He negotiates and structures joint ventures, partnerships, buy-sell agreements, stockholder arrangements, the acquisition and sale of businesses, and other business transactions and relationships. He also counsels clients in the context of dispute resolution and dissolution of business relationships.

A leading tax lawyer, Harris counsels clients on strategies to minimize income and estate taxes. He is particularly experienced in pension and profit-sharing law and the tax issues affecting the owners of closely held businesses and the succession of those businesses.

Harris is also involved in all aspects of estate planning and administration. He works with clients to implement the disposition of their assets so as to minimize estate taxes and maximize intergenerational planning. Harris devises estate plans which will result in the orderly transition of family wealth from one generation to the next. Harris works with many families and in particular grandparents and parents who are very concerned about the ultimate disposition of their assets to grandchildren and children. He is involved in gift programs and the preparation of Wills and Trusts, with particular emphasis on succession planning for close corporations. Harris is also involved in the supervision of estate administration and in particular the preparation and audit of federal and state estate tax returns.


Michael Markhoff, Partner
Danziger & Markhoff LLP

Michael Markhoff concentrates on estate planning and estate administration, representing professionals, executives and small businesses owners.

Michael works with clients on minimizing (and often eliminating) estate and gift taxes through the coordination of pension benefits, business assets and other assets in the estate plan while preserving the client's assets for future generations.

He analyzes liquidity needs for the payment of estate tax, including the use of life insurance products, family limited partnerships, qualified personal residence trusts and generation-skipping trusts. Michael also advises individuals with regards to charitable giving including the formation of not-for-profit corporations.

He has also worked on numerous estates and estate plans involving clients who have non-citizen spouses. Michael works closely with accountants, financial advisors and insurance underwriters using a "team approach" to identify the clients' goals and provide creative and appropriate solutions.


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.
  • (1) CFP continuing education credit approved.

COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTED MasterCard, Visa, Discover


DO NOT MAIL CHECKS TO THE ADDRESS ON YOUR RECEIPT.
Mail checks payable to the Estate Planning Council of Westchester County, Inc. 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.


 

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