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 White Plains, NY - UJA-Federation of New York will hold its 18th Annual Westchester Estate, Tax & Financial Planning Conference on Thursday, May 29, 2008, from 8:00 a.m. to 5:00 p.m.
The conference, presented by UJA-Federation’s Planned Giving & Endowments Department, will take place at the Westchester Renaissance Hotel, 80 West Red Oak Lane, in White Plains.
The conference is chaired by Susan Taxin Baer, Esq., from the Law Offices of Susan Taxin Baer, and will feature experts in estate and financial planning. Suited to attorneys, accountants, and estate, tax, and financial-planning professionals, the event will include updates on elder law, estate planning, and charitable giving, as well as address such issues as professional ethics and client retention.
Participants can earn 9 CLLE/CPE/CFP credits. New York State attorneys can earn 9 CLE (nontransitional), including 8 PP and 1 ethics credit; and New York State CPAs can earn 9 CPE, including 8 general and 1 ethics credit.
Susan Porter, managing director of U.S. Trust, Bank of America Private Wealth Management, will present the keynote lecture, “Exercising Discretion in Discretionary Trusts.”
Sessions include: Recent Developments in Estate Planning
· Practical Solutions to Challenging Estate Administration Dilemmas
· An Introduction to the Planned Giving & Endowments Department and Ideas for Creative Planned-Giving Strategies
· A Potpourri of Current Charitable-Giving Issues
· Estate Planning for Beneficiaries With Special Needs
· Evaluating Performance and Pricing of Existing Insurance Policies in Trusts
· The Use of GRATs and Sales to Defective Grantor Trusts in Estate Planning
· Case Study: Estate Planning for Clients With Special Needs
· Designating Beneficiaries for Retirement Plan Assets: Doing It Right!
· An Overview of Current Estate-Law Issues
· Professional Ethics and Market Failure in Trying Economic Times: Ethics for Attorneys and Accountants
· How to Retain and Keep Clients’ Confidence
· Elder Law Update
· Practical Planning for Our Clients: A Tax and Estate-Planning Case Study
· Financial Planning Begins With Protecting What You Have
· The “Audit-Proof” 706
· Advanced Estate-Planning Ideas for Unmarried Couples
Presenters include Kenneth S. Bigel, M.B.A., Ph.D., CFP, New York University School of Business; Martin I. Blaustein, CPA/ABV, MBA, Amper, Politziner & Mattia; Howell Bramson, Esq., McCarthy Fingar LLP; Blanche Lark Christerson, Deutsche Bank Private Wealth Management; Robert L. Ecker, Esq., CPA, Ecker, Ecker & Associates, LLP; Andrew J. Fair, Esq., Fair, FitzGerald & Hershaft, P.C.; Donald J. Fleishaker, Esq., Law Offices of Donald J. Fleishaker; Arlene Harris, Esq., Kaye Scholer LLP; Laurence Keiser, Esq., CPA, Stern Keiser Panken & Wohl, LLP; Howard P. Klein, CPA, MS, Eisman, Zucker, Klein & Ruttenberg, LLP; Bernard A. Krooks, Esq., CPA, Littman Krooks LLP; Robert G. Kurzman, Esq., Kurzman Eisenberg Corbin & Lever, LLP; Harris E. Markhoff, Esq., Danziger & Markhoff LLP; Michael S. Markhoff, Esq., Danziger & Markhoff LLP; David C. Nierenberg, National Pension Consultants II, Inc.; Mitchell W. Ostrove, CLU, The Ostrove Group, Inc.; Lisa Ayn Padilla, Esq., Estates for LifeMates; Andrew I. Panken, Esq., Stern Keiser Panken & Wohl, LLP; Frances M. Pantaleo, Esq., Walsh & Amicucci LLP; Susan Porter, U.S. Trust, Bank of America Private Wealth Management; William D. Samers, UJA-Federation of New York; Sanford J. Schlesinger, Esq., Schlesinger Gannon & Lazetera LLP; Susan Slater-Jansen, Esq., Kurzman Eisenberg Corbin & Lever, LLP; Lee Slavutin, MD, CLU, Stern Slavutin-2, Inc.; and Philip T. Temple, Esq., McCarthy Fingar LLP.
The conference fee is $225 per person, which includes breakfast, lunch, and conference materials. Reservations are requested by Thursday, May 15, 2008. Walk-in registration, if available, is an additional $25. To register or to obtain additional information, contact Jana Kosberg at 1.212.836.1487 or
This email address is being protected from spam bots, you need Javascript enabled to view it
, or register online at www.ujafedny.org/westchesterconf2008.
WHAT: UJA-Federation of New York’s 18th Annual Westchester, Estate, Tax, & Financial Planning Conference
WHEN: Thursday, May 29, 2008
TIME: 8:00 a.m. to 5:00 p.m.
WHERE: Westchester Renaissance Hotel, 80 West Red Oak Lane, White Plains
COST: $225 per person for advance registration; $250 per person for walk-in registration
R.S.V.P. By Thursday, May 15, 2008, to Jana Kosberg at 1.212.836.1487 or
This email address is being protected from spam bots, you need Javascript enabled to view it
, or register online at www.ujafedny.org/westchesterconf2008.
About UJA-Federation of New York
The world’s largest local philanthropy, UJA-Federation of New York strengthens community and helps 1.4 million persons in New York City, Westchester County, and Long Island, as well as 3 million in Israel and 60 other countries. Funds raised by
UJA-Federation sustain the activities of more than 100 health, human-service, educational, and community agencies. Every day, these community-based organizations provide a multitude of services that improve and enhance people’s lives. For more information, visit UJA-Federation’s website at www.ujafedny.org.
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