Nassau Chapter All-Day Estate & Personal Financial Planning Conference – January 17, 2015
January 17, 2015
101 James Doolittle Blvd.
Uniondale, NY 11553
9:00am - 5:00pm
Eric Kramer, Joseph La Ferlita and Eric Penzer will be speaking at the above noted planning conference.
The days agenda is as follows:
Conference Agenda:
8:30 a.m. – 9:00 a.m. Check-in & Breakfast
9:00 a.m. – 9:50 a.m. – Elder Law & Medicare Update
Lawrence Davidow, CELA, Davidow, Davidow, Siegel & Stern, LLP
9:50 a.m. – 10: 40 a.m. – Estate Planning Update
Robert Katz, JD, LLM, Katz, Bernstein and Katz LLP
Neil Katz, Katz, Bernstein and Katz LLP
10:40 a.m. – 10:50 a.m. Break
10:50 a.m. – 11:40 a.m. – Is an Irrevocable Trust Really Irrevocable & Dynasty Trusts
Eric Kramer, CPA, Esq., Farrell Fritz, PC
11:40 a.m. – 12:40 p.m. – Premium Financing (for Life Insurance)
Barry Leibowitz, Arnone Lowth Wilson Leibowitz & Andriano
12:40 p.m. – 1:40 p.m. Lunch
1:40 p.m. – 2:30 p.m. – Post Mortem Estate Planning
Joseph La Ferlita, Esq., Farrell Fritz, PC
2:30 p.m. – 3:20 p.m. – Estate Litigation
Eric Penzer, Esq., Farrell Fritz, PC
3:20 p.m. – 3:30 p.m. Break
3:30 p.m. – 4:20 p.m. – Estate and Wealth Planning for Same – Sex Couples after Windsor Christopher Wright, CPA, Esq., Marks Paneth LLP
4:20 p.m. – 5:00 p.m. – Q & A Panel Discussion – Have your questions ready!
Conference and Committee Chairpersons:
Christine Hallahan, CPA, Marks Paneth LLP
Eric Kramer, CPA, Esq., Farrell Fritz, P.C.
Scott Sanders, CPA, PFS, CFP, CFS, Sanders, Thaler, Viola & Katz, LLP
Stuart Shapiro, CPA, Shalik, Morris & Company, LLP