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Estate Planners Day 2016
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Estate Planners Day 2016

EPCNYC's annual one day educational & networking program.

4/26/2016
When: 04/26/2016
8:00 am - 6:00 pm
Where: The Union League Club
38 E 37th Street
New York 10016
United States
Contact: Sara-Becca Smith
855.293.0784


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Event Basics
Registration
Agenda
Sponsorship
Continuing Education

 


 EVENT BASICS

ESTATE PLANNERS DAY 2016

Tuesday
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.


 Registration

Don't Forget to Register!

 

Register Before March 31         Register After March 31 
    Member $250                                   Member $300
    Non-Member $350                           Non-Member $400

 

Multi-Ticket Discount

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 epcnyc@caphill.com or 855.293.0784.                                                                                                                                                                  


 AGENDA

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 Opening Comments
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 Break
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 Break
2:50 pm - 3:40 pm Same-Sex Marriage & Estate Planning: Nope, It's Not Over Yet!
3:40 pm - 3:55 pm Break
3:55 pm - 4:45 pm Spousal Limited Access Trusts: A Flexible Tool for a New World
4:45 pm - 5:00 pm Closing Remarks
5:00 pm- 6:00 pm Cocktail Reception


  


Sponsorship

Interested In Sponsoring  at Estate Planners Day?
Click here to view the Sponsorship Package


View the List of Sponsors & Exhibitors

 


Continuing Education

The following Continuing Education credits are being applied for:

Accountancy - CPE       Banking - CTFA       Financial Planning - CFP

NYS Legal - CLE       NYS Life Insurance - LA

8:00 am - 8:45 am  Breakfast with the Sponsors
8:50 am - 8:55 am Opening Comments 
9:00 am - 9:50 am  Should I Stay or Should I Go (to Florida): What Every New Yorker 
Needs to Know
10:00 am - 10:50 am Valuation Panel – Appraisers
10:50 am - 11:05 am Break
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 Trials & Tribulations with Family Planning
2:35 pm - 2:50 pm  Break
2:50 pm - 3:40 pm  DOMA update/Same Sex Planning 
3:40 pm - 3:55 pm Break
3:55 pm - 4:45 pm Spousal Limited Access Trusts: A Flexible Tool for a New World
4:45 pm - 5:00 pm Closing Remarks
5:00 pm - 6:00 pm Cocktail Reception
8:00 am - 8:45 am  Breakfast with the Sponsors
8:50 am - 8:55 am Opening Comments 
9:00 am - 9:50 am  Should I Stay or Should I Go (to Florida): What Every New Yorker 
Needs to Know
10:00 am - 10:50 am Valuation Panel – Appraisers
10:50 am - 11:05 am Break
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 Trials & Tribulations with Family Planning
2:35 pm - 2:50 pm  Break
2:50 pm - 3:40 pm  DOMA update/Same Sex Planning 
3:40 pm - 3:55 pm Break
3:55 pm - 4:45 pm Spousal Limited Access Trusts: A Flexible Tool for a New World
4:45 pm - 5:00 pm Closing Remarks
5:00 pm - 6:00 pm Cocktail Reception
8:00 am - 8:45 am  Breakfast with the Sponsors
8:50 am - 8:55 am Opening Comments 
9:00 am - 9:50 am  Should I Stay or Should I Go (to Florida): What Every New Yorker 
Needs to Know
10:00 am - 10:50 am Valuation Panel – Appraisers
10:50 am - 11:05 am Break
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 Trials & Tribulations with Family Planning
2:35 pm - 2:50 pm  Break
2:50 pm - 3:40 pm  DOMA update/Same Sex Planning 
3:40 pm - 3:55 pm Break
3:55 pm - 4:45 pm Spousal Limited Access Trusts: A Flexible Tool for a New World
4:45 pm - 5:00 pm Closing Remarks
5:00 pm - 6:00 pm Cocktail Reception

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