Past Events

June 19, 2024 Come and Join Us for Our Final Meeting of the Year! Joel Weintraub: Love Your Job, Love Your life – Taking Positive Steps to Replace Negative Behavior & How to Tune up your Attitude and Prevent your Engine from Burning Out
Joel Weintraub, M.ed, B.S
February 20, 2024 2024 Heckerling Update (Virtual Event)
Richard Greenberg, Esquire
November 2, 2023 Thursday, 11/2/2023 Tax Planning and Considerations within our Current Environment and Having Our Dollars Make Sense
Rachel L. Votto, CPA, AEP®
June 7, 2023 Causes of Celebrity Estate Litigation including the Estates of Prince and Aretha Franklin
Russell J. Fishkind, Saul Ewing Arnstein & Lehr LLP
May 24, 2023 2023 Heckerling Recap (Virtual Event)
Richard Greenberg, CPA PC
March 23, 2023 Art & Estate Planning: A Practical Guide to Planning with Art, Jewelry, and Valuable Tangibles
Rebecca Lockwood, Esq. | Sotheby's Senior Vice President, Director of Business
December 14, 2022 Secure Act 2.0 and Retirement Planning Strategies
Leonard J. Witman, Esq., Witman Stadtmauer, P.A.
June 22, 2022 2022 Heckerling Update
Rich Greenberg, Esquire
March 8, 2022 Cyber Security Virtual Continuing Learning Education
Ileana van der Linde
December 15, 2021 Tax-Smart Charitable Giving, Especially with Retirement Assets
Christopher R. Hoyt, JD, AEP® (Distinguished)
October 5, 2021 The Impact of Testamentary Documents in a Divorce
Natalia C. Wilson, JD
June 29, 2021 2021 Heckerling Update
Richard Greenberg, Esquire
June 2, 2021 Doyle Appraisals
Sebastian Clark, Doyle Auctioneers and Appraisers
April 28, 2021 Topic TBD
Speaker TBD
February 17, 2021 CANCELED - Heckerling Update
Richard Greenberg, Esquire
December 2, 2020 Life Settlements
Jamie L. Mendelsohn, Ashar Group
October 7, 2020 IRAs in Estate Planning: Trusts as Beneficiaries
Jane Fearn-Zimmer, Esquire of Flaster Greenberg
April 22, 2020 Qualified Retirement Plans
Bruce Steiner, Esq, Kleinberg, Kaplan, Wolff, & Cohen, PC
February 19, 2020 Heckerling Update
Richard Greenberg, Esq, Greenberg & Shulman
December 4, 2019 199A
Allyson Milbrod, CPA, Director, EisnerAmper
October 2, 2019 Cyber Security
Anthony Sardis
June 8, 2019 $75 Membership Adjustment
June 5, 2019 Changing Trust Situs
Michael Neri
April 24, 2019 Using Alternative Investments to Minimize Taxes and Maximize Diversification
Andrew Corwin and Natalie De La Calle
February 6, 2019 Estate Planning in light of the Tax Cuts Job Act of 2017 – Highlights from Heckerling
Richard Greenberg
December 5, 2018 The New Paradigm of Thinking
Joseph Falanga
October 10, 2018 Do I Need a License for That? Tips From the Supreme Court Committee on the Unauthorized Practice of Law
Carol Johnston
August 10, 2018 Pre-pay for all meetings (If not done at renewal)
August 10, 2018 $25 Membership Fee
June 6, 2018 Behind Closed Doors -- Getting a Handle on Hoarding
Margit Novak, President of Moving Solutions
April 25, 2018 "Keeping it in the Family" -- Tips for Engaging Family Businesses
Lisë Stewart
February 7, 2018 Powerful Planning Opportunities Using the Top-rated Domestic Trust Jurisdictions
Al W. King III, South Dakota Trust Company
December 6, 2017 Money and the Brain
Joel Weintraub, Humor for the Health of It
October 4, 2017 Risk Management in Estate Planning
Wayne Salley, WS Risk Management Consulting, LLC
June 14, 2017 Estate Planning for Digital Assets
I. Richard Ploss, Esq., Porzio, Bromberg & Newman, P.C.
May 3, 2017 Planning for Estates under $10 Million
Jordon N. Rosen, CPA, MST, AEP
February 8, 2017 Heckerling Update
Richard Greenberg, Attorney at Law, Greenberg & Shulman
December 7, 2016 Unlocking the Potential of Hidden Wealth: Managing Tangible Assets
Colleen Boyle, Senior Vice President, Pall Mall Art Advisors
October 26, 2016 Maximizing Social Security Benefits After the 2015 Bipartisan Budget Act
Ash Ahluwalia, president at National Social Security Partners, LLC
View Current Events