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...
A.M. Registration Opens
8:00-8:45 Breakfast with Sponsors
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.
Nenno , Esq.
Director & Trust Counsel,
Wealth Advisory Services
Laura Twomey, Esq.
Susan R. Schoenfeld
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.
Scott Ditman CPA/PFS
Daniel L. Kesten, Esq.
Davis &Gilbert, LLP
11:40-12:00 A break with our Sponsors.
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.
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.
The Redwoods Initiative
Insurance in Estate Planning: 10 Case Studies to Illustrate Practical
Planning for the liquidity needs & gifting of
Lee Slavutin, MD, CLU
Stern Slavutin 2, Inc.
3:50-4:05 A break with our Sponsors.
in Philanthropy for the Multi-Generational Family: A Discussion of
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.
| Tracy Landauer, Esq.
Riker Danzig Scherer Hyland & Perretti LLP
| Shama Goldseker
| Holly Isdale
Lauren Katzowitz Shenfield
Principal and Senior Advisor
Philanthropy Advisors, LLC
– New this year for even more networking opportunities!