Past Events

May 9, 2019 Secrets of the Surrogate's Courts
Panel of Capital Region Surrogate's Clerks
March 13, 2019 Josh Rubenstein presents: Stranger in a Strange Land: Dealing with Foreign and Domestic Community Property Issues in Your State
Josh Rubenstein, Esq.
November 13, 2018 Jonathan Blattmachr presents: Effective Uses of Non-Grantor Trusts for New Yorkers
Jonathan Blattmachr, Esq.
October 25, 2018 Conversations & Cocktails
September 25, 2018 Natalie Choate presents: Roth Immersion AND Lifetime Distribution Strategies for Your Client’s Retirement Benefits
Natalie Choate, Esq.
May 22, 2018 EPC ENY: Annual Meeting AND Program: The Tax Cuts and Jobs Act: Where We Go From Here – Planning and Other Unknowns
Blanche Lark Christerson
January 30, 2018 New York Trust Law for the 21st Century: The Proposed New York Trust Code and New York Uniform Directed Trust Act
Professor Ira Mark Bloom
November 30, 2017 *Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce
Jeremiah W. Doyle IV, Esq., Senior Vice President, BNY Mellon Wealth Management
October 18, 2017 EPC's Oktoberfest
September 12, 2017 When You Die, Will Your Digital Assets Go to Hell?
Sharon D. Nelson, Esq. and John Simek
May 23, 2017 Family Business & Wealth Transition Planning: Dealing with the “Soft Stuff”
Ronald C. Reece
May 18, 2017 EPC ENY Invite: FPA NENY 2017 Symposium
various
March 16, 2017 EPC & FPA Present: Digital Age! Roth! Social Security! 3 Presentations by Michael Kitces
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL Pinnacle Advisory Group, Partner and Director of Research
January 31, 2017 Meeting Client Goals with Charitable Gift Planning
Brian M. Sagrestano, JD, CFRE
May 17, 2016 Divide Your Estate, Not Your Family: A case study of selling a family business
Panel
May 12, 2016 FPA invites the EPC ENY to the 16th Annual SYMPOSIUM
various
April 14, 2016 Jere Doyle IV, Esq. x 2! The FPA NENY Presents: IRAs Payable to a Trust – Administrative Difficulties AND Step-Up in Basis for Estates Under $5 Million
Jere Doyle IV, Esq.
March 15, 2016 Toward a Modern Trust Code for New York: A Work in Progress
Ira Bloom
January 19, 2016 Estate and Retirement Planning: Variable Annuity Issues for CPAs, Attorneys and Financial Professionals
John Huggard, Esq.
October 20, 2015 The 201 Best & Worst Planning Ideas for Your Client's Retirement Benefits
Natalie Choate
May 5, 2015 An Economic and Market Perspective
Janet Engels, Senior VP, Director
March 24, 2015 Understanding the New World Of Health Insurance
Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL,
January 7, 2015 Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change
Joshua Rubenstein, Esq.
October 16, 2014 How to Work with the IRS; Strategies for Professionals who Deal with the IRS
Michael Gregory
August 13, 2014 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!
Turney P. Berry, JD, AEP®* ∙ Wyatt, Tarrant & Combs LLP
May 22, 2014 Solving Client Volatility
Jay Mooreland
March 18, 2014 Surviving the Demise of Estate Tax Planning
Vincent J. Russo, Esq.
January 21, 2014 Special Needs Trusts: What Every Estate Planning Professional Needs to Know
Bernard A. Krooks, Esq.
October 24, 2013 Social Security Benefits Planning for Couples and Safe Withdrawal Rates
Michael Kitces
May 7, 2013 America's Economic Renaissance - The Secret to Real Wealth Creation
John D. Fox, CFA
March 21, 2013 The Internationally Connected Client - a Survey of Estate and Tax Planning Issues
Chi-Lu Liang, Esq
January 22, 2013 Joshua Rubenstein-Strategies for Modifying Wills & Trusts After Formation
Joshua Rubenstein, Esq.
October 23, 2012 Natalie Choate/Case Studies in Estate Planning for Retirement Benefits & Benefits payable toTrusts
Natalie Choate
May 8, 2012 Economic Update
Hugh Johnson
March 20, 2012 Insurance Update
Theodore Affleck, CLU
January 17, 2012 Medicaid Update - Estate Recovery
David Goldfarb
October 18, 2011 Income Tax Aspects of Trusts and Estates/Planning for Non-traditional Families
Jeremiah W. Doyle IV - Bank New York Mellon
May 10, 2011 2011 Economic Update
John D. Fox
March 22, 2011 The Great Escape - What our Clients Need to Know About Changing Residency
Paul R. Comeau, Esq.
January 11, 2011 New York Estate Planning and Estate Tax Update
Professor Ira Mark Bloom
October 22, 2010 Recent Wealth Transfer Developments and Ethics
Professor Jeffrey N. Pennell
View Current Events