February 28, 2018 Platinum Sponsor

Past Events

June 24, 2020 2020-2021 Board of Directors
Organizational Zoom Meeting
June 10, 2020 Last Day to Report CE Credit following 06/03/20 Zoom Annual Meeting
June 3, 2020 Annual Meeting
“Highlights of the 2020 Heckerling Institute on Estate Planning”
Kevin Matz, Partner, Strook
May 15, 2020 CE Credit Reporting following Zoom Meeting
Neil R. Lubarsky, ESQ.
May 6, 2020 Breakfast Education Meeting
Estate Planning Under the Secure Act and Other Tax and Estate Law Changes of the Last Decade
Neil R. Lubarsky, Esq.
March 4, 2020 SPECIAL DINNER PRESENTATION:
"RARE & VALUABLE with DOYLE"
February 5, 2020 Lunch Education Meeting - NY Enters the Fiduciary Era for Life Insurance
Steven S. Zeiger CEBS, TEP
December 4, 2019 Dinner Meeting - Why Asset Protection Trusts Are of Greater Importance Today
Jonathan G. Blattmachr
RSVP BY 11.27.19
November 6, 2019 Lunch Meeting - Current Techniques in Buy-Sell Agreements
October 16, 2019 Networking Breakfast
City Limits Diner
September 25, 2019 Opening Dinner Meeting
Case Study
May 29, 2019 ANNUAL DINNER MEETING
"Estate Planning for the 99%"
Jeremiah W. Doyle, IV
Senior Vice President
BNY Mellon
May 1, 2019 BREAKFAST EDUCATION MEETING
“Supplemental Needs Trusts”
Kathryn M. Maloney, SVP & Trust Services Director
Amy C. O'Hara, Certified Elder Law Attorney
February 27, 2019 DINNER MEETING:
“A View from the Bench"
Hon. Brandon R. Sall
Surrogate, Westchester County
February 6, 2019 Lunch Education Meeting:
The Impact of Tax Reform on Businesses, Estates, Trusts, and Individuals.
Douglas S. Ruttenberg, CPA
Andrew I. Panken, ESQ
January 24, 2019 Networking Breakfast Meeting
December 5, 2018 Dinner Meeting:
"FIDUCIARY RISK AND LITIGATION"
Speaker:
RAYMOND C. RADIGAN,
Senior Vice President and
Head of Private Trust TD Wealth
November 29, 2018 NEW NETWORKING BREAKFAST SERIES!
November 7, 2018 "Sharpen Your Saw by Adding Leimberg Research to Your Tool Box for Your Business Applications in Insurance, Trust Management, and Tax Research"
October 3, 2018 2018-2019 Opening Dinner Meeting
Annual Case Study
June 6, 2018 Annual Dinner Meeting:
"FAMILY WEALTH — A Hard Look At The “Soft” Issues"
SUSAN R. SCHOENFELD, JD, LL.M. (Taxation), CPA, MBA
Wealth Legacy Advisors LLC
May 2, 2018 Lunch Education Meeting
“Estate Planning for Alternative Family Types”
Panel Discussion
February 28, 2018 Dinner Meeting - CASE STUDY
“How the new Tax Act Affects income and estate planning.”
February 7, 2018 RESCHEDULED
Education Lunch Meeting
“Estate Planning for Alternative Family Types”
Panel Discussion
February 6, 2018 CURLING NIGHT IN AMERICA
December 6, 2017 Dinner Meeting:
Common Scams and Frauds that Target Older Adults
November 8, 2017 Education Lunch Meeting
“The What, When, and How of Decanting”
Christopher Miehl, ESQ.
Danziger & Markhoff LLP
October 4, 2017 Opening Dinner Meeting
THE CHANGING RULES FOR CHANGING RESIDENCY.
MARK S. KLEIN
HodgsonRuss
September 26, 2017 Membership Drive and Networking Wine Tasting Event
Michael Goldberg, Founder of Knock Out Networking
June 7, 2017 Annual Dinner Meeting - SOCIAL SECURITY: MAXIMIZING BENEFITS UNDER THE NEW RULES
May 3, 2017 Breakfast Meeting: “ART, WINE AND ROCK ‘N’ ROLL: HARD TO VALUE ASSETS IN AN ESTATE”
March 21, 2017 NIGHT OF FUN at the ARDSLEY CURLING CLUB
February 15, 2017 Dinner Meeting - Annual Case Study
Panel
February 1, 2017 Lunch Meeting - Heckerling Institute Conference Report
December 7, 2016 Dinner Meeting
HONORING PAST PRESIDENTS
Topic:
“SOLVING THE IRA ESTATE PLANNING PUZZLE”
Speaker:
ED SLOTT, CPA
Ed Slott and Company, LLC
November 9, 2016 LUNCH MEETING:
“EXIT PLANNING FOR BUSINESS OWNERS: WHAT’S WORKING NOW?”
SPEAKERS:
Howard P. Klein, CPA, MS
Citrin Cooperman /
Michael Markhoff, Esq.
Danziger & Markhoff /
Mandeep Trivedi, CFA, ASA
Citrin Cooperman
September 28, 2016 Opening Dinner Meeting-
“PLANNING FOR DIGITAL ASSETS” -
JILL CHOATE BEIER
Beier & Associates, PLLC
June 1, 2016 2015-2016 Annual Dinner Meeting
FBI Special Agents John Nefzger and Caroline Gilmore
May 4, 2016 BREAKFAST SEMINAR
“Life Insurance 201:
Real-Life Applications and
Tax Benefits in Estate
and Business Planning”
Gil Elmaleh, CLU®, CLTC
Senior Vice President, Lenox Advisors
&
Michael K. Rosenman, CLU®, ChFC®, CASL®, AEP®, Financial Advisor, Northwestern Mutual
February 24, 2016 Dinner Meeting - Annual Case Study
Panel of Presenters
February 3, 2016 “Business Entities – Making the Right Choice”
Barbara E. Bel, CPA, Partner
George A. Beda, CPA, Senior Tax Manager
O'CONNOR DAVIES
December 2, 2015 Dinner Meeting “Planning Opportunities Using Domestic Trust Jurisdictions; ie, Alaska, Delaware, Nevada, New Hampshire, South Dakota & Wyoming”.
Al W. King III J.D. LL.M., AEP (Distinguished), TEP / South Dakota Trust Company LLC
November 4, 2015 LUNCH MEETING: Succession Planning: Ideas on How to Create an Estate and Financial Plan that Addresses the Needs of Active and Non-Active Family Members of Closely Held Corporations
Michael Markhoff, Esq. / Danziger & Markhoff LLP and Jose A. Reynoso, Esq. / Clarfeld Financial Advisors
October 7, 2015 Opening Dinner Meeting: “PROVIDING MAXIMUM RETURNS TO TRUST BENEFICIARIES IN A LOW INTEREST RATE ENVIRONMENT“
GAIL E. COHEN, Vice Chairman and General Trust Counsel, Fiduciary Trust Company
July 16, 2015 PAYMENTS NOW DUE FOR 6/30/15 JOINT EVENT
June 30, 2015 ANNUAL JOINT CE / NETWORKING EVENT
Blanche Lark Christerson, Sharon Klein, Carlyn McCaffrey
June 3, 2015 Annual Dinner Meeting: "Market Update: Lower for Longer"
Anthony Malloy, Chief Executive Officer - NYL Investors, LLC
May 6, 2015 Breakfast Meeting: Planning for Same Sex Couples
Gabe M. Wolosky, CPA, PragerMetis / Raymond C. Radigan, Managing Director of Trust of The Private Client Reserve of U.S.Bank
February 25, 2015 Dinner Meeting - Case Study
Panel
February 4, 2015 Lunch Meeting: TO CRT OR NOT TO CRT.
Gayle S. Lob, CFP® President and CEO, Lob Planning Group
December 3, 2014 Dinner Meeting: VENN DIAGRAMS: THE INTERSECTION OF ESTATE & INCOME TAX (PLANNING IN THE ATRA-MATH)
Tara Thompson Popernik, CFA, CFP®, Director of Research / Bernstein Global Wealth Management
November 5, 2014 Lunch Meeting: Estate Planning for a Non-Citizen and/or a Non-Citizen Spouse
Lauren J. McCallion, ESQ / Law Offices of Susan Taxin Baer
October 1, 2014 Opening Dinner Meeting: ASSET BACKED INSURANCE LENDING (ABIL) “ABIL: An Overlooked Wealth and Estate Planning Tool and the Importance of a Successful Loan Exit Strategy
Frederick C. Veit & Bruce N. Haydu: The CFS Group
July 6, 2014 Payments for 6/30/15 Joint Event Now Due
June 4, 2014 Annual Dinner Meeting-The Estate Planning World Has BeenTurned Upside Down By ATRA -- A View from the Audience at Heckerling (2014)
Kevin Matz, Esq., CPA, LL.M (Taxation)
May 7, 2014 Breakfast Meeting: “Protecting Vulnerable Elderly or Impaired Clients and Their Resources”
Christopher J. Aventuro, Esq.
Keane & Beane, P.C.
April 24, 2014 Throw-A-Bowl On The Clay Wheel!
SOCIAL EVENT
March 12, 2014 Lunch Meeting: Medicaid Home Care
Anthony J. Enea, Esq.
February 26, 2014 Dinner Meeting: A Business & Estate Planning Case Study
Panel
February 5, 2014 RESCHEDULED to 3/12/14
RESCHEDULED
December 4, 2013 Dinner Meeting - The Economics of Estate Planning for High Net Worth Individuals.
Randy Siller, CPA, Master in Tax, CIMA, CRPC
November 6, 2013 Lunch Meeting: What is the role of the CFP® in Estate Planning
Marcia S. Kaplan, CFP®, CRPC®
October 2, 2013 Opening Dinner Meeting - The Trials and Tribulations of Estate Planning
LAURENCE KEISER, LL.M. (TAX), CPA
June 5, 2013 Annual Meeting: "Changing Your Residence-It's Not as Easy as You Think"
Mark S. Klein - Hodgson Russ LLP
May 1, 2013 STAYING OUT OF TROUBLE: The Duties, Problems and Pitfalls of Serving As Trustee
Paul Millman, Esq., Millman Law Firm / Gregory Keefe, Esq., Tompkins Financial Advisors
February 27, 2013 Dinner Meeting - Annual Case Study
Panel of EPCWC Members
February 6, 2013 LUNCH MEETING: Social Security Planning-What Advisors Need to Know
Christine M. McCabe, CLU, MSFS, RHU, REBC, CLTC
November 28, 2012 Dinner Meeting: "A View From the Bench"
Hon. Anthony Scarpino, Jr., Westchester County Surrogate
November 7, 2012 Breakfast Meeting: An Integrative Approach for Working with Family Businesses
Eric A. Marks, MPA, MBA, SPHR: Board Certified Coach
October 3, 2012 Dinner Meeting - Estate and Legacy Planning for the Modern Family
Lori Epstein, JD, Vice President - MetLife Advanced Markets
June 6, 2012 Annual Dinner Meeting-Paying for the (Grand) Child's Education: Making Educated Choices
Sharon Klein, Managing Director, Head of Wealth Advisory, Lazard Wealth Management LLC
May 2, 2012 Breakfast Meeting: "How and When Client Investment Losses can be Legally Recovered" and ...
Neil Lubarsky, Esq.
February 29, 2012 Dinner Meeting: The Adams Family Case Study
Presenter: Bernard A. Krooks, Esq., Littman Krooks LLP
February 1, 2012 LUNCH MEETING-What's wrong with your ILIT?
Scott M. Sherman, Attorney at Law
November 30, 2011 Dinner Meeting-
Glenn G. Fox, Partner-Alston & Bird's Wealth Planning and Exempt Organizations Groups
November 2, 2011 Breakfast Meeting-Wealth Planning For LGBT Couples
Alan I. Wolberg, Morgan Stanley Smith Barney
October 5, 2011 Dinner Meeting - Estate and Financial Planning for Chronic Illness
Martin M. Shenkman, CPA, MBA, PFS, JD
June 1, 2011 Annual Dinner Meeting-Resolving Family & Business Disputes Without Going to Court
Marguerite "Lily" Royer
May 4, 2011 Breakfast Meeting: Long Term Care Insurance: The Tax Facts
Christine M. McCabe, CLU, MSFS, RHU, REBC, CLTC
March 2, 2011 "Case Studies Covering Financial Planning Issues in the Context of the New Estate Tax Legislation"
Bernard A. Krooks, Esq., Littman Krooks LLP
February 16, 2011 Breakfast Meeting Rescheduled
Jay Fenster, Esq., Partner, Danziger & Markoff LLP
December 9, 2010 Estate Planning for the Non-Traditional Family
Peter J. Strauss, Senior Counsel of Epstein Becker & Green PC
November 3, 2010 How the Credit Bubble Changed Investing for Good
Kevin R. Caron, Stifel Nicolaus' Washington Crossing Advisors Program
October 6, 2010 The Future of the Practice of Estate Planning: Don't Get Behind the Change Curve
Jonathan G. Blattmachr
June 2, 2010 Beneficiary Defective Inheritor's Trust ("BDIT")-Powerful New Wealth Planning Strategy
Richard A. Oshins, Law Offices of Oshins & Associates
May 5, 2010 Breakfast Meeting - "Utilizing an Irrevocable Trust to Protect Assets From Long Term Care Fees"
Anthony J. Enea, Esq. - Enea Scanlan & Sirignano, LLP
May 3, 2010 EPC of Putnam County Extends Invite to EPCWC Members to Attend Dinner Meeting at Reduced Rate
Southeby's Rep
February 24, 2010 Interactive Panel Discussion - 3 Case Studies
Bernard A. Krooks, Esq. Littman Krooks LLP
February 22, 2010 EPC of Putnam County Extends Invite to EPCWC Members to Attend Dinner Meeting at Reduced Rate
Julie Min Chayet, Fiduciary Trust
February 3, 2010 An Assortment of Fiduciary Matters
Debra Shaw Hess,TO, The Bank of New York Mellon
December 9, 2009 IRAs In 2010: To Roth Or Not To Roth, And Other Planning Issues
Barry C. Picker, CPA/PFS, CFP
November 23, 2009 EPC of Putnam County Extends Invite to EPCWC Members to Attend Dinner Meeting at Reduced Rate
Larry Keiser
November 4, 2009 Breakfast Meeting - Asset Protection for the Fee Conscious Client
HARRIS MARKHOFF, ESQ & MICHAEL MARKHOFF, ESQ / Danziger & Markhoff LLP
October 14, 2009 Maximizing Federal Tax Elections: How To Make Money For Your Clients Without Playing The Ponies
Michael Mariani, Esq, Senior Vice President, Fiduciary Trust Company International
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