Past Events

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
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