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Tuesday, October 7, 2025

Case Studies in Estate Planning for Retirement Benefits: Real Life Situations after SECURE

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Estate Planning Council of Eastern New York, Inc.

ESTATE PLANNING COUNCIL OF EASTERN NEW YORK, INC.

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Guardianship Proceedings: a Q & A with the Honorable Paul V. Morgan, Jr.

Date: Tuesday, November 16, 2021
Time: 7:30am - 9:30am
Location: Wolferts Roost Country Club
Speaker: Honorable Paul V. Morgan, Jr., Rensselaer County Surrogate Judge

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UPCOMING EVENTS

October 7, 2025

Case Studies in Estate Planning for Retirement Benefits: Real Life Situations after SECURE

Natalie Choate, Esq.

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January 7, 2026

Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities

Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, MSA

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