Virtual Annual Dinner Meeting
Understanding and Addressing the Non-Traditional Needs of Trust Beneficiaries

Date: Wednesday, June 9, 2021
Time: 6:00pm - 8:00pm
Location: Zoom Invite will be sent prior to the meeting
Speaker: TARA ANNE PLEAT, ESQ.

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RESERVATIONS CLOSED  MONDAY, JUNE 7.


6:00 - 6:15 PM - Breakout Room Networking
6:15 - 6:45 PM - General Meeting / Nominating Report Vote

6:45 - 7:45 pm - Presentation


 The EPCWC and the Westchester County Bar Association present: 

Understanding and Addressing the Non-Traditional Needs of Trust Beneficiaries 

About the Topic

“Not all beneficiaries are alike!  Learn to understand and address the Non-Traditional needs of Trust Beneficiaries.”


About the Speaker

TARA ANNE PLEAT, ESQ
Wilcenski & Pleat PLLC


"AV” rated by Martindale-Hubbell---the highest
rating for expertise and ethics given by the independent rating service
of the legal profession.


TARA ANNE PLEAT, Esq., CELA*, co-owns the law firm Wilcenski & Pleat PLLC. She practices in the areas of special needs estate planning and administration, traditional estate planning and administration, long-term care planning, and elder law. Tara graduated cum laude from Albany Law School with honors in the Estate Planning concentration and earned her undergraduate degree from from the State University of New York at Albany. 

“For complete bio please click the link below


Thank you to our Gold Meeting Sponsor . . .


Continuing Education -  Members only

  • Based upon our interpretation of the New York State Board for Public Accountancy regulations, this event will qualify for one (1) CPE credit in Specialized knowledge.  Our New York State CPE Sponsor license number is 000783.
  • (1) CFP CE - pending approval
  • (1) CLE

Cost
EPCWC - Member - no charge

WCBA - Member - no charge

CE credit not available for guests
EPCWC - Guest – no charge


 
Related Document(s):

See Upcoming Event Calendar