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Estate Planners Day 2014: Planning to Span the Generations
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EPCNYC's Annual one day educational & networking program. Join us this year for a look at Estate Planning for each generation.

5/22/2014
When: 5/22/2014
8:00 am - 6:00 pm
Where: The Roosevelt Hotel
45 E 45th Street
New York 10017
Contact: Sara-Becca Smith
855.293.0784


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Join the Estate Planning Council of New York City for our 2014 Estate Planners Day. This years theme:

"Planning to Span the Generations...A Day of Trusts, Estates, Income,
& Insurance Planning for the Multi-Generational Family"

MORE DETAILS TO FOLLOW... 


AGENDA

7:30 A.M.        Registration Opens

8:00-8:45         Breakfast with Sponsors

8:50-9:00         Estate Planning Council of New York City - Welcoming Remarks

 

9:00-10:30       “Built to Last: The Building Blocks to Planning & Administration of Trusts for the Next Generation”

 

An in-depth conversation on trust terms, practical approaches to such terms, & working with the next generation of wealth holders. The panel will also discuss the New York State income taxation of trusts, focusing on the recent budget bill.

 

Panelists:


Dick Nenno , Esq.

Managing Director & Trust Counsel,
Wealth Advisory Services

Wilmington Trust Company

 

Laura Twomey, Esq.

Partner

Simpson Thacher

 

Moderator:

Susan R. Schoenfeld

Founder

Wealth Legacy Advisors LLC

 

10:30-10:45     A break with our Sponsors.

 

10:45-11:40     “Hot Topics in Fiduciary Income Tax: DINGS, NINGS, the New 3.8% Medicare Tax & Material Participation Rules for Trusts”


A comprehensive look at Incomplete Gift Non-Grantor Trusts (i.e., DINGs & NINGs); Proposed Changes to New York Taxation of Exempt Resident Trusts; estate planning comparison of grantor trusts & non-grantor trusts; a discussion of the 3.8% Medicare tax & the material participation rules for trusts including the Aragona Tax court case.

 

Speakers:

Scott Ditman CPA/PFS

Partner

BERDON LLP

 

Daniel L. Kesten, Esq.

Partner

Davis &Gilbert, LLP


11:40-12:00     A break with our Sponsors.

 

12:00- 1:30      Luncheon Session

“The Business of Family: Build it, Grow it, Pass it On”

 
A discussion on how families can adapt business planning principles to develop family governance plans to encourage long term wealth preservation through the definition of the family vision and values. Three case studies will be presented which incorporate the use of a family questionnaire as a means of launching a family governance and education program.


 

Speaker:

Linda Davis Taylor

Chairman and CEO

Clifford Swan Investment Counsel

 

1:45-2:50     From the Frontlines… Candid Conversations, Real Stories, and the Reality of Engaging the Next Generation”

 

A panel discussion on understanding the needs of the next generation; uncovering how to work with them; & understanding how to be an advisor to this segment.

 

Moderator and Discussion Lead:

Abby Raphel

Executive Director

The Redwoods Initiative

 

2:55-3:50    “Life Insurance in Estate Planning: 10 Case Studies to Illustrate Practical Applications”

Planning for the liquidity needs & gifting of multi-generational families.

 

Speaker:

Lee Slavutin, MD, CLU          
Stern Slavutin 2, Inc.

 

3:50-4:05         A break with our Sponsors.

 

4:05-5:00         “Trends in Philanthropy for the Multi-Generational Family: A Discussion of Multi-Generational Philanthropy”

A panel conversation on multi-generational philanthropy discussing: how advisors assist families with succession and values through philanthropy; how families turn to philanthropy to transfer values and beliefs; and what makes successful multi-generational family philanthropy.

 

Panelists:

                       Tracy Landauer, Esq.
                       Partner
                       Riker Danzig Scherer Hyland & Perretti LLP
   Shama Goldseker
   Executive Director
   21/64
                       Holly Isdale
                       Founder

                       Wealthaven, LLC 
 

Moderator:

Lauren Katzowitz Shenfield

Principal and Senior Advisor

Philanthropy Advisors, LLC



5:00-6:00 Cocktail Reception – New this year for even more networking opportunities!






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