10times
29 Oct 2020Ended

Estate Planning Conference Webcast

Online  •  Virtual Conference  •  Powered by FLOOR
About 12Sessions 8SpeakersExhibitorsReviewsPhotos

Estimated Turnout

upto 100
Delegates
Based on previous editions

Editions

29 Oct 2020

Frequency

One-time
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Estate Planning Conference Webcast will provide the attendees with the opportunity to gain insights relating to the Estate planning in the election .. Read more year, The SECURE Act and its transformational effect on estate planning with retirement benefits, Qualified Opportunity Funds and Opportunity Zones, and the significant tax benefits they can provide, What the CPA needs to know about Delaware trusts, Key tax issues in connection with divorce, and Non-tax issues that our clients face these days.

Thu, 29 Oct
Session
Welcome and Opening Remarks
Committee Chair: Kevin Matz, CPA, Esq., LL.M, Partner, Stroock & Stroock & Lavan LLP
Thu, 29 Oct
Session
Recent Developments Panel
Thu, 29 Oct
Break
Break
Thu, 29 Oct
Session
SECURE Act: Rules and Planning Ideas CPAs Need to Know
Speaker: Steven B. Gorin, CPA, CGMA, Esq., Partner, Thompson Coburn LLP
Thu, 29 Oct
Session
The Future of Estate Planning, in Light of the 2020 Election
Speaker: Jonathan G. Blattmachr, JD, Principal, Estate Planning Advisory Group, Pioneer Wealth Partners
Thu, 29 Oct
Lunch
Networking Lunch
Thu, 29 Oct
Session
What the CPA Needs to Know About Delaware trusts
Speaker: Daniel Hayward, Director, Gordon, Fournaris & Mammarella, P.A.

Thu, 29 Oct
Session
Top Tax Tips for Making Divorce Less Taxing
Speaker: Justin T. Miller, Esq., LL.M., National Wealth Strategist, BNY Mellon Wealth Management
Thu, 29 Oct
Lunch
Networking Break
Thu, 29 Oct
Session
Basis Step-Up and Tax Issues in Elder Care Planning
Speakers:  Robert S. Barnett, CPA, Esq., Founding Partner, Capell Barnett Matalon & Schoenfeld LLP
Thu, 29 Oct
Session
The Dollars-and-Cents of Estate Planning
Speakers:  Alan D. Kahn, CPA, CLU, ChFC, President, The AJK Financial GroupKevin Matz, CPA, Esq., LL.M. (
Thu, 29 Oct

Evening Networking Cocktail Reception
Speaker
Robert Barnett

Robert Barnett

Partner
Speaker
Jonathan Blattmachr

Jonathan Blattmachr

Principal
Speaker
Elizabeth Forspan

Elizabeth Forspan

Managing Attorney
Speaker
Michael Frankel

Michael Frankel

Administration
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