| June 1, 2020 |
Medicare Explained
Mark Brownstein CSA of Emerald Medicare |
| May 11, 2020 |
Duties of an Executor - Panel of Experts Discussion-Attorney, Accountant, Financial Planner
|
| March 16, 2020 |
(TEMPORARILY POSTPONED) Medicare Explained
Mark Brownstein CSA of Emerald Medicare |
| February 6, 2020 |
WINTER SOCIAL EVENT
|
| November 18, 2019 |
Weighing Your Charitable Options
Panel of experts and moderator |
| September 23, 2019 |
Supplemental Needs Trusts-Everything You Need To Know But Were Afraid To Ask
Amy C. O'Hara, Esq. |
| July 18, 2019 |
Summer Social Cocktail Party
|
| May 13, 2019 |
NEW NYS DFS Regulation 187 Best Interest Rule and its implications for estate planning professionals
Steven Zeiger of Waxman Lawson |
| March 18, 2019 |
The What, Why & How of Decanting
Christopher Miehl, Associate Attorney of Danziger & Markhoff, LLP |
| January 24, 2019 |
Winter 2019 Social Party
|
| November 12, 2018 |
Tax Cuts and Jobs Act (TCJA) Panel
Michael Markhoff, Esq., Alan Weiss, CPA, Anthony DiMaria, Esq. & James McAvoy, CPA |
| September 24, 2018 |
Changing Residency Estate Planning Issues
Joseph N. Endres, Esq. of Hodgson Russ LLP |
| July 19, 2018 |
2018 Summer Social Party!
|
| May 14, 2018 |
Business Valuations and Disability Buy-Out: An often overlooked piece of the Buy-Out Puzzle
Aaron Soury and John Gerard, LUTCF, CLTC |
| March 5, 2018 |
What Estate Planners should know about Life Settlements and policy valuations
Don Poole, Ashar Group |
| January 25, 2018 |
Post Holiday Winter Social
|
| November 13, 2017 |
Current Trends and Strategies for Long-Term Care
Christine M. McCabe, CLU, MSFS, RHU, REBC, CLTC of Fortune Brokerage Group, LLC |
| September 18, 2017 |
Planning for children and grandchildren with disabilities
Anthony J. Enea, Esq. |
| July 27, 2017 |
Summer Social Event at The Winery At St. George - Mohegan Lake
|
| May 15, 2017 |
Dinner Meeting-Digital Assets and the issues facing fiduciaries and attorneys in estate planning
Jill Choate Beier Esq. of Beier & Associates, LLC |
| March 6, 2017 |
Dinner Meeting- Trusts and IRAs in estate planning - What you need to know
Michaeline Gordon, Esq. of Ginsberg Jacobs, LLC, from Chicago IL |
| January 26, 2017 |
Post Holiday Social/Networking Event
|
| November 14, 2016 |
Dinner Meeting-Case Study With Panel plus Group Participation
Moderated by Michael Markhoff |
| September 12, 2016 |
Dinner Meeting-New York State Estate Tax-latest information
Representative from New York State Department of Tax and Finance |
| May 18, 2016 |
EPC of Putnam County May Meeting
|
| March 7, 2016 |
EPC of Putnam County March Meeting
|
| January 21, 2016 |
Social/ Networking Event
|
| November 16, 2015 |
EPC of Putnam County November Meeting
|
|
View Current Events
|
