Past Events

May 24, 2022 Professional Advisors' Breakfast - Solving Your Client's Puzzle: Tax and Estate Planning Amidst Uncertainty
Sam Donaldson
September 23, 2020 New Medicaid Eligibility Requirements Create Urgency to Long Term Care Planning
Anthony J. Enea, Esq
December 4, 2019 December 2019 Dinner Meeting
Panel Discussion: Preserving the Rights of Children from First Marriages; A Collaborative Process Among Professionals
October 26, 2019 2019 Estate Planning Day (Admin Only)
6 Different Speakers
October 26, 2019 2019 ESTATE PLANNING DAY
Six Different Speakers On Important Estate Planning Issues
September 17, 2019 September 2019 Dinner Meeting
Steven S. Zeiger, CEBS, TEP Speaking on NYS Department of Financial Services Regulation 187
June 11, 2019 June Dinner Meeting
Steven Lavner - GST Planning
April 17, 2019 Tax Reform One Year Later:What We Know and Planning Considerations
Michael P. Cogswell
December 5, 2018 Continuing Care Retirement Communities and Lifecare Options in NYS
Michelle Gramoglia President and CEO Woodland Pond
September 20, 2018 "Bonds Are Different"
Chris Norris, CFA, CIMA®
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
Edward J. Mooney, Senior Family Wealth Strategist
April 24, 2018 Spring 2018 HVEPC Dinner Meeting
Chris Miehl, Esq. of Danzinger & Markhoff, LLP
December 5, 2017 December 2017 Council Dinner Meeting
Case Study
October 14, 2017 Estate Planning Day
September 26, 2017 E-Discovery, Electronic Document Preservation, & Estate Litigation
Michael L. Fox, J.D. Assistant Professor of Business Law, Mount Saint Mary College, Newburgh, New York
June 13, 2017 June Dinner Meeting
Marc Selden, Esq- IRA Trusts
April 25, 2017 Spring Dinner Meeting
Howard S. Krooks, Esq. - Assisting the New York/Florida Snowbird Client
February 8, 2017 Networking Meet-Up
December 14, 2016 December Meeting
Case Study
November 15, 2016 Networking Meet-Up
September 20, 2016 September Meeting
Charles T. Scott, Esq.
June 8, 2016 Estate Planning for Digital Assets
Jill Choate Beier, Esq. McGlashan Law Firm, P.C.
April 26, 2016 Valuation Challenges in Estate Planning
Sylvia Leonard Wolf (Bearsville, New York) and Richard Hayes (Empire Valuation, New York, New York)
December 9, 2015 Trusts and Estates
Case Study
Moderator: Michael Markhoff, Esq. / Danziger & Markhoff, LLP
October 24, 2015 Estate Planning Day - Open to Public
See Brochure attached.
September 24, 2015 Legislative Actions - Current and Proposed (and their impact on Estate Planning)
John H. Lavelle, Esq., CPA, LL.M. / Lavelle & Finn, LLP
Blanche Lark Christerson, Sharon Klein, Carlyn McCaffrey
June 10, 2015 Special Needs Planning/Guardianship
Raymond J. Falcon, Jr., Falcon & Singer P.C.
April 28, 2015 What Every New York Advisor Should Know About Delaware Trusts
Anne Marie Levin, Senior Vice President and National Fiduciary Advice Leader for Key National Trust Company of Delaware
December 10, 2014 The Estate Tax Change: Why The Taxes Were Never the Issue in the First Place
Nick Preddice, Founder and CEO of the Affinity Group, LLC
September 23, 2014 “Working With Athletes and Celebrity Clients”
Sports Agent Neil Schwartz
June 11, 2014 Estate Planning in New York State in the Wake of Changes in the NY Estate Tax
Blanche Lark Christerson, Managing Director, Senior Wealth Planning Strategist, Deutsche Asset & Wealth Management
April 23, 2014 Knowledge is Power
Dr. Stephen Wood, Chief Market Strategist at Russell Investment Group
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.
Honorable Robert A. Onofry, Surrogate/A.J.S.C
October 19, 2013 Estate Planning Day
See "Related Documents" for Brochure
September 24, 2013 Insurance Reviews, ILITs
Thomas J. Henske, CFP, CTS, ChFC, CFS, CLU, SLTC
June 12, 2013 Pressing the "Do Over" Button:...
Joshua S. Rubenstein, Esq. of Katten Muchin Rosenman LLP
April 24, 2013 Tactical Decisions in Estate Planning and Investment Management
Julie Min Chayet, Esq., Fiduciary Trust Company International
December 5, 2012 Dinner Meeting: "Estate Planning in the Face of Legislative Uncertainty"
Kevin Matz, Esq. / Kevin Matz & Associates PLLC
October 2, 2012 40 Common Retirement Mistakes
Jeanne Brutman, LUTCF, CFBS, CLTC
June 5, 2012 Dinner Meeting - Article 17 and 17A Guardianships
Erica DeTraglia, Chief Clerk, Dutchess Surrogate's Court
April 24, 2012 Dinner Meeting-Paying for the (Grand) Child's Education: Making Educated Choices
Sharon Klein, Managing Director, Head of Wealth Advisory, Lazard Wealth Management LLC
December 7, 2011 Dinner Meeting-"The Phantom Menance-is the inflation threat hype or real?"
Jay Caruso, Regional Vice President, Deutsche Asset Management, Deutsche Bank Group
October 15, 2011 Estate Planning Day - Open to Public
September 21, 2011 The $5 Million Exemption: What's an Estate Planner to Do?
Bernard A. Krooks, Littman Krooks LLP
June 1, 2011 Dinner Meeting: The 2010 Tax Act: Issues and Opportunities
Blanche Lark Christerson, Esq. , Managing Director, Deutshce Bank Private Wealth Management
April 27, 2011 "Understanding 529 Plans and Their Use in Estate Planning"
Derek DeLorenzo, VP Advisor Distribution / Upromise Investments, Inc.
March 3, 2011 Decide to Be Organized: 21st Century Tools for Busy Professionals
Lisa Montanero, Certified Professional Organizer
December 1, 2010 The Roth Conversion: When it makes sense, including income tax and estate tax considerations.
Andrew Auchincloss and Scott Blankman ~ Alliance Bernstein
September 28, 2010 Fiduciary Investments and Accountings in an Unpredictable Economic Environment
Judge Robert A. Onofry - Orange County Surrogate
June 2, 2010 Dinner Meeting: Social Networking for Business Purposes
Josh Somers, Focus Media
April 28, 2010 Dinner Meeting: Planning for Unmarried Couples
Joshua S. Rubenstein, Katten Muchin Rosenman LLP
March 18, 2010 Breakfast Meeting: LM Organizing Solutions
Lisa Montanaro
March 10, 2010 Are Demographics Destiny?
Presented by The Planned Giving Council of the Mid-Hudson Valley
December 2, 2009 Fiduicary Accountings
Michael Ryan, Esq., Law Secretary to Nassau Surrogate
October 24, 2009 Estate Planning Day - Open to Public
September 29, 2009 The New Power of Attoney legislation.
Bernard Krooks, Esq., Littman Krooks
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