February 28, 2018 Platinum Sponsor

Opening Dinner Meeting - The Trials and Tribulations of Estate Planning

Date: Wednesday, October 2, 2013
Time: 6:00 PM - 9:00 PM
Location: Crowne Plaza, 66 Hale Ave, White Plains, 914-682-0050
Speaker: LAURENCE KEISER, LL.M. (TAX), CPA

TOPIC:

TRIALS AND TRIBULATIONS OF BEING AN ESTATE PLANNER

Topics to be discussed:

  • Have you, as an estate planner, committed Malpractice?
  • Decreased need for asset reduction
  • High Net Worth Clients/Planning in a Low-Interest Environment
  • Continued Need for Traditional Planning.
  • Caveat on Discount Planning with Low Basis Property
  • What do you do with Life Insurance?
  • Portability-Credit Shelter Planning
  • Powers of Attorney’s
  • Asset Protection
  • Digital Assets
  • NYS- same sex marriage update

SPEAKER:

LAURENCE KEISER, LL.M. (TAX), CPA

              Laurence Keiser is a partner in the New York City and White Plains law firm of Stern Keiser & Panken, L.L.P. where he specializes in tax planning and litigation, and estate planning and administration.

Larry holds a B.S. in accounting from New York University, a J.D. from St. John's University School of Law, and an LL.M. in taxation from New York University School of Law.  He is a former officer and director of the New York State Society of CPA's, and past chairman of many of its committees (including Relations with the Internal Revenue Service.)  He is also past President of its Westchester Chapter.

Larry has been a frequent lecturer and speaker for accounting and law groups.   He was the author and discussion leader of the Foundation for Accounting Education’s courses, Review and Update for Experienced Individual Tax Practitioners and Advanced Estate Planning, for which he received the Outstanding Discussion Leader Award. He has chaired or presented at many tax conferences.

He has served on various tax and estate and trust committees of the New York State and Westchester County Bar Associations and is a past director of the Estate Planning Council of N.Y.C.  Presently Larry is a member of the Executive Committee of the NYS Bar Association Trusts and Estates section and past chairman of its committee on Taxation. He has also been a faculty member of Practicing Law Institute's Annual Estate Planning Conference.

Larry has had numerous articles published in professional journals and has  been an Adjunct Professor of Taxation at the Graduate Business Schools of New York University and Long Island University.



Meeting Sponsored in Part by a Grant from …

 

 

www.homeworksconcierge.com


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 Specialized Knowledge.  Our New York State CPE Sponsor license number is 000783.

This program has been granted (2) CE credits for Certified Financial Planners.


RSVP:  MUST BE MADE ON-LINE NO LATER THAN FRIDAY, September 27, 2013

DINNER ENTRÉE CHOICES:
Grilled Salmon, Pineapple Mango Salsa
Skirt Steak, Mojito sauce
 
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 on line through the website may be paid by credit card.
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. and mailed along with a copy of your registration receipt to:
 
Jose A. Reynoso, TO, Esq.
c/o Clarfeld Financial Advisors, Inc.
560 White Plains Road, 5th Floor, Tarrytown, NY 10591
 

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.


 

 

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