Past Events

September 12, 2023 Come on by! EPC ENY Member Social
May 9, 2023 EPC ENY: May 9 Annual Meeting & Building Blocks of Blockchain: Planning with Bitcoin & Cryptocurrency
Abigail Earthman, JD, LL.M
April 26, 2023 Free member WEBINAR: Current Issues in Estate and Gift Tax Audits and Litigation
John W. Porter, B.B.A., JD, AEP® (Distinguished)
March 21, 2023 Free member WEBINAR: Introducing the In Marriage QDRO® - A Brand New Option - Marcus T. Foote, JD and Stephanie N. Prestridge, JD
Marcus T. Foote, JD, and Stephanie N. Prestridge, JD
February 8, 2023 Ethical Considerations in Estate Planning and Estate Trust Administration & Fiduciary and Estate Litigation
Steven McDaniels, Esq.
November 15, 2022 Jere Doyle! Post Mortem Tax Planning
Jeremiah W. Doyle, IV, Esq. SVP, BNY Mellon Wealth Management
Jeffrey Levine
September 15, 2022 EPC celebration: Summer Should Get a Speeding Ticket Social
June 15, 2022 FPA NENY - Complimentary Social
May 10, 2022 Succession by Design–Successful Succession of the Family Business & Wealth
Susan P. Rounds, JD, CPA, LL.M. (taxation), AEP®
March 22, 2022 Free for Members WEBINAR: Social Security Considerations in Estate Planning
Sophia Duffy, JD, CPA, and Stephen B. Parrish, JD, RICP®, CLU®, ChFC®, AEP®
February 15, 2022 Free for Members WEBINAR: 529 Planning: Happy 25th Birthday
Susan T. Bart, JD
November 16, 2021 Guardianship Proceedings: a Q & A with the Honorable Paul V. Morgan, Jr.
Honorable Paul V. Morgan, Jr., Rensselaer County Surrogate Judge
October 14, 2021 EPC ENY Oktoberfest Social
September 28, 2021 Cyber Security for Estate Planning Professionals – How to Protect Your Clients’ Data Against Breach
Tyler Wrightson and Jacqueline Goralczyk, Esq.
May 25, 2021 Issues and Opportunities for Life Insurance in the Current Estate Planning Environment
Dr. Lee Slavutin
March 23, 2021 FREE 1-hour webinar! Business Clients Succession Planning
Peter J. Merrick, FMA, CFP®, TEP, FCSI, DTM
January 26, 2021 The Biden Tax Plan: Proposed Changes And Planning Opportunities
Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS®
November 17, 2020 Surrogate's Court Judges Panel
Hon. Richard A. Kupferman, Saratoga; Hon. Stacy L. Pettit, Albany; and Hon. Vincent W. Versaci, Schenectady
September 29, 2020 The Alchemist's Cookbook: Income Tax Planning with Grantor and Non Grantor Trusts
Austin Bramwell, Esq.
March 5, 2020 LAST CALL! Planning Under the SECURE Act
Bruce Steiner, Esq.
January 21, 2020 LAST CALL: Network & Learn: The Future of Financial Warfare in an Era of Great Power Competition
Michael Greenwald
November 19, 2019 LAST CALL! David Goldfarb, Esq presents: Elder Law & Power of Attorney Update
David Goldfarb, Esq.
October 10, 2019 Last Call! Our FREE social event: Conversation & Cocktails
Free social event
September 17, 2019 Effective Planning When Emotions Are High
Natalie McVeigh, Director, Center for Family Business
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
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
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
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
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