|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
|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
|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
|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
|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
|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
|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
|May 8, 2012||
|March 20, 2012||
Theodore Affleck, CLU
|January 17, 2012||
Medicaid Update - Estate Recovery
|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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