Past Events

November 13, 2018 Jonathan Blattmachr presents: Effective Uses of Non-Grantor Trusts for New Yorkers
October 25, 2018 Conversations & Cocktails
September 25, 2018 Natalie Choate presents: Roth Immersion AND Lifetime Distribution Strategies for Your Client’s Retirement Benefits
May 22, 2018 EPC ENY: Annual Meeting AND Program: The Tax Cuts and Jobs Act: Where We Go From Here – Planning and Other Unknowns
January 30, 2018 New York Trust Law for the 21st Century: The Proposed New York Trust Code and New York Uniform Directed Trust Act
November 30, 2017 *Love, Sex, Money, Marriage and Death: Estate Planning Aspects of Divorce
October 18, 2017 EPC's Oktoberfest
September 12, 2017 When You Die, Will Your Digital Assets Go to Hell?
May 23, 2017 Family Business & Wealth Transition Planning: Dealing with the “Soft Stuff”
May 18, 2017 EPC ENY Invite: FPA NENY 2017 Symposium
March 16, 2017 EPC & FPA Present: Digital Age! Roth! Social Security! 3 Presentations by Michael Kitces
January 31, 2017 Meeting Client Goals with Charitable Gift Planning
May 17, 2016 Divide Your Estate, Not Your Family: A case study of selling a family business
May 12, 2016 FPA invites the EPC ENY to the 16th Annual SYMPOSIUM
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
March 15, 2016 Toward a Modern Trust Code for New York: A Work in Progress
January 19, 2016 Estate and Retirement Planning: Variable Annuity Issues for CPAs, Attorneys and Financial Professionals
October 20, 2015 The 201 Best & Worst Planning Ideas for Your Client's Retirement Benefits
May 5, 2015 An Economic and Market Perspective
March 24, 2015 Understanding the New World Of Health Insurance
January 7, 2015 Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural and Scientific Change
October 16, 2014 How to Work with the IRS; Strategies for Professionals who Deal with the IRS
August 13, 2014 2014 Planning With 99 Year GRATs, 33 Year CLATs, and UPSPATS that are Ready To Go!
May 22, 2014 Solving Client Volatility
March 18, 2014 Surviving the Demise of Estate Tax Planning
January 21, 2014 Special Needs Trusts: What Every Estate Planning Professional Needs to Know
October 24, 2013 Social Security Benefits Planning for Couples and Safe Withdrawal Rates
May 7, 2013 America's Economic Renaissance - The Secret to Real Wealth Creation
March 21, 2013 The Internationally Connected Client - a Survey of Estate and Tax Planning Issues
January 22, 2013 Joshua Rubenstein-Strategies for Modifying Wills & Trusts After Formation
October 23, 2012 Natalie Choate/Case Studies in Estate Planning for Retirement Benefits & Benefits payable toTrusts
May 8, 2012 Economic Update
March 20, 2012 Insurance Update
January 17, 2012 Medicaid Update - Estate Recovery
October 18, 2011 Income Tax Aspects of Trusts and Estates/Planning for Non-traditional Families
May 10, 2011 2011 Economic Update
March 22, 2011 The Great Escape - What our Clients Need to Know About Changing Residency
January 11, 2011 New York Estate Planning and Estate Tax Update
October 22, 2010 Recent Wealth Transfer Developments and Ethics
View Current Events