Past Events

December 5, 2018 Continuing Care Retirement Communities and Lifecare Options in NYS
September 20, 2018 "Bonds Are Different"
June 19, 2018 Exit by Design: A Collaborative Approach to Business Succession and Strategic Exit Planning
May 10, 2018 Changes in the Tax Law - Breakfast Seminar
April 24, 2018 Spring 2018 HVEPC Dinner Meeting
December 5, 2017 December 2017 Council Dinner Meeting
October 14, 2017 Estate Planning Day
September 26, 2017 E-Discovery, Electronic Document Preservation, & Estate Litigation
June 13, 2017 June Dinner Meeting
April 25, 2017 Spring Dinner Meeting
February 8, 2017 Networking Meet-Up
December 14, 2016 December Meeting
November 15, 2016 Networking Meet-Up
September 20, 2016 September Meeting
June 8, 2016 Estate Planning for Digital Assets
April 26, 2016 Valuation Challenges in Estate Planning
December 9, 2015 Trusts and Estates
Case Study
October 24, 2015 Estate Planning Day - Open to Public
September 24, 2015 Legislative Actions - Current and Proposed (and their impact on Estate Planning)
June 30, 2015 ANNUAL JOINT CE / NETWORKING EVENT
June 10, 2015 Special Needs Planning/Guardianship
April 28, 2015 What Every New York Advisor Should Know About Delaware Trusts
December 10, 2014 The Estate Tax Change: Why The Taxes Were Never the Issue in the First Place
September 23, 2014 “Working With Athletes and Celebrity Clients”
June 11, 2014 Estate Planning in New York State in the Wake of Changes in the NY Estate Tax
April 23, 2014 Knowledge is Power
December 5, 2013 The willingness of the Orange County Surrogate to work with attorneys and financial advisors to craft appropriate Investment Orders in light of the current economic situation.
October 19, 2013 Estate Planning Day
September 24, 2013 Insurance Reviews, ILITs
June 12, 2013 Pressing the "Do Over" Button:...
April 24, 2013 Tactical Decisions in Estate Planning and Investment Management
December 5, 2012 Dinner Meeting: "Estate Planning in the Face of Legislative Uncertainty"
October 2, 2012 40 Common Retirement Mistakes
June 5, 2012 Dinner Meeting - Article 17 and 17A Guardianships
April 24, 2012 Dinner Meeting-Paying for the (Grand) Child's Education: Making Educated Choices
December 7, 2011 Dinner Meeting-"The Phantom Menance-is the inflation threat hype or real?"
October 15, 2011 Estate Planning Day - Open to Public
September 21, 2011 The $5 Million Exemption: What's an Estate Planner to Do?
June 1, 2011 Dinner Meeting: The 2010 Tax Act: Issues and Opportunities
April 27, 2011 "Understanding 529 Plans and Their Use in Estate Planning"
March 3, 2011 Decide to Be Organized: 21st Century Tools for Busy Professionals
December 1, 2010 The Roth Conversion: When it makes sense, including income tax and estate tax considerations.
September 28, 2010 Fiduciary Investments and Accountings in an Unpredictable Economic Environment
June 2, 2010 Dinner Meeting: Social Networking for Business Purposes
April 28, 2010 Dinner Meeting: Planning for Unmarried Couples
March 18, 2010 Breakfast Meeting: LM Organizing Solutions
March 10, 2010 Are Demographics Destiny?
December 2, 2009 Fiduicary Accountings
October 24, 2009 Estate Planning Day - Open to Public
September 29, 2009 The New Power of Attoney legislation.
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