STAYING OUT OF TROUBLE: The Duties, Problems and Pitfalls of Serving As Trustee

Date: Wednesday, May 1, 2013
Time: 8:00 AM - 9:30 AM
Location: Crowne Plaza, 66 Hale Avenue, White Plains
Speaker: Paul Millman, Esq., Millman Law Firm / Gregory Keefe, Esq., Tompkins Financial Advisors

This will be our final education seminar of the 2012-2013 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.

Neil R. Lubarsky, Esq.
Chair, Education Committee

 

PAUL M. MILLMAN *
Millman Law Firm
One North Broadway, White Plains, NY 10601 

Paul M. Millman has been practicing law for over thirty years in White Plains, New York primarily in the areas of tax, trusts, and estate planning and tax and estate litigation.

He has tried matters in US Tax Court, Surrogates court in New York and Florida and Federal District court in New York, New Jersey and Florida, including multiple matters on trustee liability. 

He has spoken before the Westchester, Nassau and Suffolk County Bar associations, Merrill Lynch, UBS and Citibank financial planning conferences, and Charles Givens Financial Institute.

* For Complete Bio See Related Documents


 
GREGORY KEEFE **
Tompkins Financial Advisors
10 Bank Street, White Plains, NY   10606
 
Gregory Keefe is Senior Trust Counsel for Tompkins Financial Advisors. Greg serves as. the team's specialist in wealth transfer strategies and fiduciary product solutions. He brings over 30 years of experience to a company that has been providing trust and estate administration services to clients for more than a century. Greg provides trust and estate planning ideas to our clients and their advisors.

Greg received his Juris Doctor from Pace University School of Law and his bachelor's degree from Manhattanville College. He was admitted to the New York State Bar in 1981.

He has more than three decades of legal experience commencing with his service as Courtroom Deputy Clerk for The Honorable Lloyd F. MacMahon, former Chief Judge of the United States District Court for the Southern District of New York. Prior to joining Tompkins Financial Advisors, Greg was a partner at two prominent Hudson Valley law firms.

** For Complete Bio See Related Documents

 


This Breakfast Meeting is Sponsored in Part by a Grant from…

 
 

www.insurativeus.com


 RSVP MUST BE MADE ON-LINE NO LATER THAN FRIDAY, April 26, 2013 


Photos:  By attending a meeting of the Estate Planning Council of Westchester (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.


COST: $40 (includes parking)

CREDIT CARD PAYMENTS ACCEPTED:  MasterCard, 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 registration receipt to:

Estate Planning Council of Westchester County, Inc.
c/o Neil R. Lubarsky,
2900 Westchester Avenue, Suite 403, Purchase, NY  10577

See Upcoming Event Calendar