ESTATE PLANNERS DAY 2016
APRIL 26, 2016
The Union League Club
Join EPCNYC once again this year for our annual one day program featuring a host of sessions on current topics and trends in estate planning.
Click Here for the Promotional Brochure.
Don't Forget to Register!
Register Before March 31 Register After March 31
Member $250 Member $300
Non-Member $350 Non-Member $400
Do you have 4 or more individuals from your firm attending? Register all at once and receive the member early rate ($250) for everyone. Click here for the form to register your attendees.
Discount Codes for Other Estate Planning Councils & Affiliated Organizations
If you belong to an Estate Planning Council other than the New York City Chapter or a similar organization, contact the EPCNYC office for your registration discount code.
Tuition Assistance for Estate Planners Day
Individuals may apply for tuition assistance to attend Estate Planners Day, based on financial hardship. An individual wishing to attend, who has a genuine financial hardship, may apply in writing, no later than five (5) working days prior to the program, explaining the basis of his/her hardship, and, if approved, may receive tuition assistance, depending on circumstances.
Please contact Council Administrator Sara-Becca Smith for additional details at firstname.lastname@example.org or 855.293.0784.
Click Here to Learn About the Speaker and the Topic
|8:00 am - 8:45 am
||Breakfast with the Sponsors
|8:50 am - 8:55 am
|9:00 am - 9:50 am
||Valuation Panel – Appraisers
|10:00 am - 10:50 am
||Should I Stay or Should I Go (to Florida): What Every New Yorker
Needs to Know
|10:50 am - 11:05 am
|11:05 am - 11:55 am
||Estate Planning in the Digital Age: How the Revised Uniform Fiduciary
Access to Digital Access Act Will Help
|11:55 am - 12:15 pm
||Break and travel to lunch
|12:15 pm - 1:45 pm
||Environmental, Social and Governance (ESG) Issues in Investing –
Landscape and Trends
|1:45 pm - 2:35 pm
||What's New and Not So New In Will Contests
|2:35 pm - 2:50 pm
|2:50 pm - 3:40 pm
||Same-Sex Marriage & Estate Planning: Nope, It's Not Over Yet!
|3:40 pm - 3:55 pm
|3:55 pm - 4:45 pm
||Spousal Limited Access Trusts: A Flexible Tool for a New World
|4:45 pm - 5:00 pm
|5:00 pm- 6:00 pm
The following Continuing Education credits are being applied for:
Accountancy - CPE Banking - CTFA Financial Planning - CFP
NYS Legal - CLE NYS Life Insurance - LA