Divide Your Estate, Not Your Family: A case study of selling a family business

Date: Tuesday, May 17, 2016
Time: 4:30pm - 6:30pm
Location: Wolferts Roost Country Club
Speaker: Panel

The Estate Planning Council of Eastern New York, Inc.

Tuesday, May 17, 2016

4:00 P.M. registration, Program from 4:30 to 6:10 P.M., dinner immediately follows

Wolferts Roost Country Club, 120 VanRensselaer Bvld, Albany, NY 12204


Divide Your Estate, Not Your Family: A case study of selling a family business

Estate and Business Succession Planning is a combination of many moving parts, and at the center of it all are your clients.  You want to do what’s best for them, they want to do what’s best for their business AND for their family.  Get an up close and personal view of those moving parts and how to best serve your clients while honoring their intents.  Please join us for a lively, in-depth discussion by a distinguished panel of experts who are seeking the most tax efficient estate and business succession plan for their client.

Meet our panel of experts:

The Moderator and CPA:  Howard Klein, CPA, MS, Partner, Citrin Cooperman

Howard P. Klein, a tax partner, has more than 30 years of experience in the areas of tax, financial, estate, and succession planning. His clients include closely held businesses and business owners in a diverse array of industries, including real estate, health care, law firms, apparel, and manufacturing and distribution. He also works with high net worth individuals.

The Accredited Appraiser: Charles E. (Chuck) Coyne

Chuck is a Managing Director of Empire Valuation Consultants and an Accredited Senior Appraiser (ASA) of the American Society of Appraisers.

The Financial Planner/Insurance Professional:  Ted Kowalczyk, Esq., Mass Mutual C.N.Y. Agency

Ted is currently Director of Business and Estate Planning for Mass Mutual C.N.Y. Agency in Syracuse, NY.  Ted has over 30 years of experience in the life insurance and annuity industry working in Advanced Markets, including Estate and Business Planning, tax-qualified and non-tax qualified plans.

The Attorney:  Richard S. Rothberg, Esq., Senior Counsel, Cooley LLP

Richard S. Rothberg is a senior counsel in the Estate Planning and Personal Representation practice at Cooley LLP, and is resident in the New York office. He co-heads the Firm's New York Personal Representation and Tax Planning practice. Mr. Rothberg joined Kronish Lieb Weiner & Hellman LLP in 1990, which was merged into Cooley Godward Kronish LLP in 2006. 


Tickets for members and 1st time are $75, non-members are $100.  Tickets include the meeting, all materials, CE, and dinner.  Register and pay here:

Continuing Education credit will be filed for CFPs, CPAs, Bankers, and Attorneys.



Related Document(s):

See Upcoming Event Calendar