MENU

Next Meeting:

Wednesday, January 7, 2026

Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities

Site Links:

  • Home
  • Events
    • Event Calendar
  • About
    • About Us
    • Council Information
    • Sponsors
    • Documents
    • Links
  • Directory
    • Member Directory
    • Leadership
    • Committees
    • Past Presidents
    • Directory - Additional Information
  • Membership
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal AND New Applicants
    • Membership - Additional Information
  • Contact
    • Contact Us
    • Login
Estate Planning Council of Eastern New York, Inc.

ESTATE PLANNING COUNCIL OF EASTERN NEW YORK, INC.

MEMBER LOGIN
MEMBER LOGIN
  • HOME
    • Home
    • Login
  • EVENTS
    • Event Calendar
  • ABOUT
    • About Us
    • Council Information
    • Sponsors
    • Documents
    • Links
  • DIRECTORY
    • Member Directory
    • Leadership
    • Committees
    • Past Presidents
    • Directory - Additional Information
  • MEMBERSHIP
    • Member Home
    • Member Benefits
    • Application Form
    • Member Renewal AND New Applicants
    • Membership - Additional Information
  • CONTACT
    • Contact Us
    • Mailing List
    • Sponsor Sales

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

Date: Friday, October 10, 2025
Time: 4:00pm - 5:00pm
Speaker: Natalie Choate, Esq.

Add to My Outlook Calendar

Add to My Google Calendar

See Upcoming Event Calendar

UPCOMING EVENTS

January 7, 2026

Estate Planning For Income Taxes: Maximizing Basis Planning Opportunities

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

See Event Details

March 25, 2026

Put the Success in Business Succession Planning

Katie Sheehan, JD AEP

See Event Details

See Full Calendar

Affiliated with

National Association of Estate Planners & Councils

  • For the Public

Join our Mailing List!

Home Event Calendar About Us Council Information Sponsors Documents Links Member Directory Leadership Committees Past Presidents Directory - Additional Information Member Home Member Benefits Application Form Member Renewal AND New Applicants Membership - Additional Information Contact Us Mailing List Login

© National Association of Estate Planners & Councils. See Privacy Policy and Terms of Use.