EPC of CNY Annual Meeting: Estate Planning Tips and Nuggets (RSVP by 5/9)

Date: Thursday, May 16, 2024
Time: 11:45am - 2:00pm
Location: Rosamond Gifford Zoo
Speaker: Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

Thank you to our sponsor!

 

Topic:        Estate Planning Tips and Nuggets

Date:         May 16th, 2024

Time:         11:45am - 2:00pm

Location:   Rosamond Gifford Zoo, Banquet Room

                  1 Conservation Place

                  Syracuse, NY 13204

 

Speaker:      Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD is an attorney in private practice in Fort Lee, New Jersey and New York City who concentrates on estate and closely held business planning, tax planning, and estate administration.  He is the author of 42 books and more than 1,200 articles.  For more information please visit his website at https://shenkmanlaw.com/

 

Summary:     Martin M. Shenkman will discuss new developments in the estate planning world, including planning techniques, court opinions, legislation, and agency actions, such as the Corporate Transparency Act.

 

All attendees of this meeting receive complimentary access to the Zoo.  If you would like to visit the Zoo before the meeting begins, please reach out to Jennifer Spagnola by email at councilexecutive@epccny.org.  Otherwise, you will receive your pass to enter the Zoo at the meeting and may explore the Zoo after the meeting is over.

 

Please note that this meeting is in person only, there is no virtual option.

 

**One hour of Continuing Legal Education credit in the area of Professional Practice provided by Mackenzie Hughes LLP, a NYS CLE Accredited Provider, is available for attorneys who attend in-person. This program is appropriate for both newly admitted and experienced attorneys.  **

 

One CE credit has been granted by The CFP Board for attending the entire presentation.  There will be a sign-in sheet that you must complete to receive credit.

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