Bud Rosner Memorial Long Island Estate, Tax & Financial Planning Conference
October 29, 2014
8325 Jericho Turnpike
Woodbury, New York
Intended Audience: Attorneys, Accountants & Estate, Tax & Financial Planning Professions
8:00am - 5:00am
$260 pp for a flash drive, $340 pp for a hard-copy binder, Walk-in additional $25
Contact Info:
Bari A. Ziegel - UJA Federation of New York
Phone: 516.677.1830
Email: ziegelb@ujafedny.org
This will be an all day conference.
Jed Albert of Farrell Fritz, will be the Conference Chair as well as speaking during the 3:10-4:00pm Session 2 on, Estate Planning After Recent Major Changes to the Federal and New York Estate Tax Laws.
Joseph La Ferlita, also of Farrell Fritz, will be speaking during the 4:10-5:00pm Session 3, his topic will be: Held Hostage by an Outdated Irrevocable Trust? How Decanting Could Save the Day and Why Every Professional Advisor Should Know About It.
For further information on this conference please click here.