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The Board of Directors of the Estate Planning Council of New York City, Inc. is elected by the members to lead, formulate policy, and provide oversight to the operations of the Council.

Directors are here to serve you— so if you have any questions or concerns, please do not hesitate to contact any member of the board.

 

CLICK HERE TO LEARN MORE ABOUT THE 2019-2020 BOARD OF DIRECTORS.

 

PRESIDENT


David Weinstock
MAZARS USA  WEALTH ADVISORS


VICE PRESIDENT


Juliet P. Kalib, Esq.
Kalib & Kalib 


TREASURER


Ladidas Lumpkins
Prager Metis CPAs, LLC 


SECRETARY


Hank Snyder
JP Morgan Private Bank


IMMEDIATE PAST PRESIDENT


Randy Kaufman
EMM

 

 

DIRECTORS OF ACCOUNTING

Lisa Rispoli
Director of Accounting (2017-2020)
GRASSI & CO CPAS


 

Richard Bader
Director of Accounting (2018-2021)
Janover LLC


 

Stephanie Hines
Director of Accounting (2019-2022)
EisnerAmper LLP

 

 

 DIRECTORS OF BANKING

Lauren Rocklin
Director of Banking (2017-2020) 
Bank of America Private Bank


 

Danielle Barrett
Director of Banking (2018-2021) 
Brown Advisory


 

Ken Marino
Director of Banking (2019-2022)
Neuberger Berman

 

 

DIRECTORS OF INSURANCE

Steven Goodman
Director of Insurance (2017-2020) 
SHG Planning


 

Erin Ardleigh
Director of Insurance (2018-2021) 
Dynama Insurance

 

Brian Boak
Director of Insurance (2019-2022) 
USI Insurance Services

   

DIRECTORS OF LAW

Adam Osterweil
Director of Law (2017-2020)
Frankfurt Kurnit Klein & Selz PC


 

Sherri Cohen
Director of Law (2018-2021)
Bonhams


 

Michael Schwartz
Director of Law (2019-2022)
Curtis, Mallet-Prevost, Colt & Mosle LLP

 


CLICK HERE TO LEARN MORE ABOUT THE 2019-2020 BOARD OF DIRECTORS.

Daniel S. Rubin, JD, LLM 
Moses & Singer LLP

Juliet P. Kalib, Esq

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