Past Events

December 11, 2024 Social Media & Cybersecurity
Richard Landau, M20 Associates, LLC
November 13, 2024 Breakfast Webinar: Planning on AI: The Future of Estate Planning in the Age of Artificial Intelligence
Ross E. Bruch, Senior Wealth Planner, Brown Brothers Harriman & Co.
October 22, 2024 Joint Networking Dinner Meeting with the Estate Planning Council of Westchester County
May 8, 2024 The Global Capital Markets – Opportunities & Risks – in a Presidential Election Year Amidst Global Unrest & Uncertainties
Ben Goetsch, CFA, Senior Investment Strategist, Bernstein Private Wealth Management, and Kelly Clements, Wealth Advisor, Bernstein Private Wealth Management
April 24, 2024 Estate and Exit Planning Pitfalls and Opportunities
Michael T. Clear, J.D., Partner, Wiggin & Dana; Cheri Mazza, CPA, ABV, CVA, CFF, MAFF, Partner, PKF O’Connor Davies; Todd N. Robison, CLU®, President, Cedar Point Financial Services LLC; Christopher Martens, CIC, CWCC, CPRIA, Assured Partners, Moderator
March 13, 2024 Breakfast Webinar: Creative Charitable Planning Strategies for 2024
Dennis Ladd, Vice President, Charitable Planning Consultant, Fidelity Charitable
February 7, 2024 2024 Heckerling Highlights
Jeremiah W. Doyle, IV, J.D., LL.M., Senior Estate Planning Strategist, BNY Mellon Wealth Management
January 17, 2024 Breakfast Meeting Webinar: The Importance of Building Cause-Marketing Into Your Practice
Tom Henske, CFP®, ChFC, CLU, CFS, CTS, CES, CLTC, The Affluent Insurance Advisor
December 7, 2023 Breakfast Meeting Webinar: The Cryptocurrency Landscape for the T&E Community - Fall 2023 Edition
John L. Varga, III, ASA, Managing Director/Partner, MPI
November 13, 2023 Museum Tour & Dinner Meeting at Fairfield University
Charles T. Rosoff, ASA, MRICS, President, Appraisal Services Associates
October 25, 2023 Joint networking social/dinner meeting with the Estate Planning Council of Westchester County
May 10, 2023 Annual Meeting & Networking Event
March 8, 2023 Issues facing estate planners with respect to digital assets, such as cryptocurrency and NFTs
Vanessa L. Maczko, J.D., LL.M., Wiggin and Dana
February 15, 2023 Recent Developments in Estate Planning from the 2023 Heckerling Institute on Estate Planning
Steven Lavner, Managing Director, Wealth Strategies, Bank of America
January 18, 2023 Maximizing Value to Policy Owners: The Role of Life Settlements and Life Insurance Valuations in Planning
Jamie Mendelsohn, Executive Vice President, Ashar Group, LLC
December 14, 2022 The Federal Estate Tax Exemption: Use It or Lose It
Stacey McMahan, JD, CLU, ChFC, Director, Advanced Designs, Pacific Life Insurance Company
November 16, 2022 Global Capital Market Update – The Impact of Inflation and Interest Rates, The Mid-Term Elections, and Global Unrest
Roosevelt D. Bowman, Senior Investment Strategist, Bernstein’s Wealth Strategies Group
October 26, 2022 Sustainable Investing & Fiduciary Duty
Emily Brunner, Wealth Advisor, Zach Chafitz, Investment Specialist, and Victoria F. Bolton, Managing Director & Wealth Advisor, JP Morgan Private Bank
May 11, 2022 Annual Meeting & Roundtable Discussions on The Impact of the SECURE Act on Trusts, Taxes, Wealth Management & Life Insurance
See event details for roundtable moderators
March 23, 2022 How to Avoid and What to do if Audited by the IRS
Michael Gregory NSA, CVP, ASA, CVA, founder/owner, Michael Gregory Consulting, LLC, and Qualified Mediator with the Minnesota Supreme Court
February 9, 2022 Advanced Planning for the Business Owner
Michael T. Clear, JD, Partner, Private Client Services Department, Wiggin and Dana
January 26, 2022 Trends and Timely Topics for HNW Clients in 2022
Caroline “Carly” Brooks, JD, CFP®, AVP & Counsel, Head of John Hancock Advanced Markets, and John Fitzpatrick, ALMI®, ACS®, Regional Vice President, John Hancock
December 1, 2021 8,000 Days of Retirement: How to Help Prepare Clients for the Four Phases of Retirement
Tom Barrett, Managing Director, Applied Insights, Hartford Funds
November 17, 2021 Heritage Auctions - A Virtual Appraisal Event
Elyse Luray, Trusts & Estates and Business Development, NY, Heritage Auctions
October 27, 2021 Beyond First Blushes and Gut Reactions: Planning for the coming tax increases
Mitchell A. Drossman, JD, CPA, Managing Director & National Director of Wealth Planning Strategy, Bank of America Private Bank, and Amy E. Zinser, JD, Senior Vice President, Wealth Strategies Advisor, Bank of America Private Bank
June 9, 2021 Effectively Transitioning at 65 PLUS: What's New with Medicare Planning
Mark Brownstein, CSA®, Director of Medicare, Emerald Medicare
May 12, 2021 The Secondary Market for Life Insurance – Current Trends, New Applications
Jack Elder, J.D., LL.M., Vice President, Account Services, Coventry
March 24, 2021 Wealth Transfer Strategies in Our Brave New World
Stephen M. Napier, Esq., Berkowitz, Trager & Trager, LLC
March 11, 2021 Navigating Tax and Estate Planning Traps for Cross-Border Clients
David M. Halpen, J.D., LL.M., and Brianna L. Marquis, J.D., LL.M., Cummings & Lockwood LLC.
February 10, 2021 Qualified Opportunity Zone Funds
Michael Jordan, CPA, Managing Director, & Joe Gill, CPA, Managing Director, Andersen
January 27, 2021 How Financial Planning Can Aid Estate Planning
Robin Sherwood, CFP®, Executive Vice President and Chief Compliance Officer, HTG Investment Advisors Inc.
January 20, 2021 Establishing Traditions of Family Communication to Achieve a Successful Outcome in an Estate Plan
Pierre DuPont, Partner, Cerity Partners
December 16, 2020 Trends in Insurance Planning During a Pandemic Environment
Jessica Wong, CPA, CLTC, Wealth Management Advisor, Northwestern Mutual
November 11, 2020 Insurance Trust Best Practices and Pitfalls
Jessie A. Gilbert, Esq., Principal, Cummings & Lockwood LLC
October 27, 2020 A Discussion of Estate Planning Ideas for Year-End 2020 in Light of the Potential “Blue Wave”
Gregory A. Saum, J.D., Law Office of Gregory A. Saum, LLC
October 21, 2020 Cybersecurity Awareness: Protect the Client
Ileana van der Linde, Executive Director, J.P. Morgan
September 16, 2020 "Members Only" Summer Networking Series
September 16, 2020 "Members Only" Summer Networking Series
August 19, 2020 "Members On'y" Summer Networking Series
July 22, 2020 "Members Only" Summer Networking Series
June 17, 2020 "Members Only" Annual Meeting - Remote Executive of Estate Planning Documents & PPP Update
Katherine A. McAllister, J.D., Cummings & Lockwood LLC & Michael W. Kaufman, J.D., Day Pitney LLP
May 6, 2020 CANCELLED: Irrevocable Life Insurance Trusts – Insurance Trust Best Practices and Pitfalls
Jessie A. Gilbert, Esq., Cummings & Lockwood, LLC
March 18, 2020 CANCELLED: "Members Only" Breakfast Meeting: Overview of the new SECURE ACT
Stephen M. Napier, Esq., Ivey, Barnum & O'Mara, LLC
February 26, 2020 Preserving Family Assets & Relationships: Addressing Addiction & Other Behavioral Health Issues
Whitney Johnson & Jonathan Green, O'Connor Professional Group
February 5, 2020 "Members Only" Breakfast Meeting: Prenuptial Agreements
Helen Heintz, Esq., Partner, Wiggin and Dana LLP
December 11, 2019 When Breaking Up is NOT Hard to Do (Trustee Resignations)
Julie Min Chayet, Esq., Managing Director, Private Client Advisor, Bank of American Private Bank
November 20, 2019 "Members Only" Breakfast Meeting: 2019 Year-End Tax Planning Update and Discussion
Christopher C. Vescio, CPA, Principal Member, Vescio Family Advisors, LLC
October 30, 2019 The Art of Board Compensation
Jennifer Bruckman-Gorak, J.D., Deputy Legal Officer, Foundation Source
May 8, 2019 Big Impact: Insights & Stories from America's Non-Profit Leaders
Vivien Hoexter & Linda C. Hartley, H2 Growth Strategies LLC
March 13, 2019 NEW DATE for Post-Mortem Planning and Administration – What Every Executor (and Their Advisors) Should Know
Gerard F. Joyce, Kevin J. Duncan, & Brian D. Conboy, Fiduciary Trust Company International
March 6, 2019 "Members Only" Breakfast Meeting: Preserving Family Assets & Relationships: Addressing Addiction & Other Behavioral Health Issues as an Advisor
Arden O’Connor, O’Connor Professional Group
January 23, 2019 "Members Only" Breakfast Meeting: Estate Planning for the Business Owner
Susan W. Ylitalo, JD, Day Pitney LLP, & Michael T. Clear, JD, Wiggin & Dana
December 5, 2018 “Art: Passionate Collecting, Thoughtful Ownership”
Von Sanborn and Alexis Gettier (both of Day Pitney LLP), Joanna Ostrem (Senior Vice President, Senior Director, Trusts, Estates & Wealth Management Services at Christie’s) and David Sleeman (Executive Director, Business Development at Winston Art Group)
November 7, 2018 "Members Only" Breakfast Meeting: Don’t Let Poor Healthcare Planning Ruin the Estate Plan
Maura L. Carley, MPH, CIC, Healthcare Navigation, LLC
October 24, 2018 The Silver Tsunami: Where is Probate Litigation Headed?
George D. Shaw, CPA, & Kimberly Train, CPA, ABV, DiCicco, Gulman & Company LLP
May 16, 2018 International Issues for the Domestic Estate Planner
G. Warren Whitaker, J.D., Partner, Day Pitney LLP
May 3, 2018 Social/Charity Event at Bowlmor Lanes
March 7, 2018 CANCELLED DUE TO INCLEMENT WEATHER FORECAST: "Members Only" Breakfast Meeting: Estate and Gift Tax Planning Under Tax Reform
Howard P. Klein, CPA, MST, & Barbara Lane, CPA, MST, Tax Partners CitrinCooperman
February 21, 2018 Charitable Giving Panel Discussion
February 7, 2018 "Members Only" Breakfast Meeting: “The Tax Cuts and Jobs Act (TCJA)”: What Does It Mean for You, Your Practice and Your Clients
Interactive Group Discussion
December 6, 2017 Federal and New York State Estate Taxes - A Look at Select Differences
Kevin H. Cohen, Esq., Law Offices of Kevin H. Cohen, PC
November 8, 2017 Members Only Breakfast Meeting: Year-End Tax Planning in an Uncertain Environment
Christopher C. Vescio, CPA, Vescio Family Advisors, LLC
October 25, 2017 Different Flavors of Freezes: A Comparison of GRATs, Sales to Grantor Trusts and Preferred Partnerships
N. Todd Angkatavanich, Esq., Withers Bergman, LLP
May 10, 2017 Impact Investing
Darby Hobbs, Author, Consultant, Educator & Motivational Speaker
March 8, 2017 Members Only Breakfast Meeting: Asset Management and Custody for the Offshore Asset Protection Trust
Neal Rubin, Managing Director of International Custody & Asset Protection Solutions, City National Rochdale
February 15, 2017 Getting Mentioned in the Media
Jim Pavia, Money Editor, CNBC Digital
January 18, 2017 "Members Only" Breakfast Meeting: Helping young professionals realize and achieve their professional goals
Sandy Golinkin, a career counselor and founder of Raising The Bar
December 7, 2016 Until Death Do Us Part… Or Not
Peter M. Bryniczka, Esq., Partner, Schoonmaker, George & Blomberg, P.C.
November 9, 2016 "Members Only" Breakfast Meeting: A Moveable Feast: helping clients move in the here and now and executors move them in the hereafter
Sharon Bregman. Founder, 360déménager
October 26, 2016 Proposed Regulations Under Section 2704: The End of Family Discounts?
Steven Lavner, Managing Director, National Wealth Planning Strategies Group, U.S. Trust, Bank of America Private Wealth Management
May 11, 2016 Triangulation: Integrating Life Insurance into the Estate and Investment Plans
Thomas J. Pauloski, National Managing Director, Bernstein Wealth Management Group
March 9, 2016 "Members Only" Breakfast Meeting: Navigating the Maze: How to Provide High Level Health Advice & Support for High Net Worth Individuals, Families and Executives
John J. Connolly, Ed.D., President and CEO of Castle Connolly Medical Ltd.
February 10, 2016 Ten Financial Mistakes of the Rich & Famous
Lex Zaharoff, CFA, HTG Investment Advisors
January 13, 2016 "Members Only" Breakfast Meeting: Social Security Timing and Taxation
Nahum Daniels, CFP®, RICP®
December 2, 2015 Chapter 14 “Soup to Nuts” – A Practitioner's Guide Through the Minefield
N. Todd Angkatavanich, J.D., LL.M., Partner, Withers Bergman
November 11, 2015 "Members Only" Breakfast Meeting: Elderccare & The Aging Parent/Client
Patricia L. Mulvey, LMSW, C-ASWCM, Geriatric Care Consultant
October 21, 2015 The 2014 U.S. Trust Study of High Net Worth Philanthropy – A collaboration between U.S. Trust and the Lilly Family School of Philanthropy
Joy Hunter Chaillou, Senior Vice President, Institutional Investments & Philanthropic Solutions
May 6, 2015 Options for Monetizing Privately Held Companies and Strategies to Maximize Value
Ramsey Goodrich, Partner and Managing Director, Carter Morse & Mathias
March 11, 2015 "Members Only" Breakfast Meeting: Giving Efficiently: A Discussion of Charitable Giving, Generally and a Comparison of Donor Advised Funds versus Private Foundations
Jennifer M. Pagnillo, J.D., Co-Chair, Tax-Exempt Organizations and Charitable Giving Group, Day Pitney LLP, and Margot K. Navins, CAP®, Vice President, Charitable Planning Consultant, Fidelity Charitable®
February 11, 2015 "Coming to America" - When do the US Gift & Estate Tax Rules Apply to an Immigrant?
Edward A. Vergara, JD, LL.M., Withers Bergman
January 14, 2015 Breakfast Meeting: The Essential Elements of a Credible Personal Property Appraisal and Compliance with the Uniform Standards of Professional Appraisal Practice (USPAP)
Cynthia D. Herbert, AAA, President, Appretium Appraisal Services, LLC
December 3, 2014 To Give or Not to Give: Transfer & Income Tax Implications of Estate Planning Gifts
Steve Lavner, J.D., U.S. Trust Wealth Strategist
November 12, 2014 WAIT LIST ONLY for Breakfast Meeting: Confluence of Trusts & Estates and Matrimonial Law
Peter M. Bryniczka, Esq., Schoonmaker, George & Blomberg P.C.
October 22, 2014 Family Wealth Planning in the Current Environment
Carl Fiore, Managing Director, Andersen Tax
May 7, 2014 Fiduciary Best Practices
Peter Guenther, Director of Fiduciary Services, Cummings & Lockwood LLC
March 12, 2014 Breakfast Meeting: Top Ten Changes To The Long-Term Care Industry That You Need To Know About
Rachel Faiga, CLTC, LTCP, Founder, Long Term Planning Associates LLC
February 12, 2014 The Most Common Issues Planners Encounter When Reviewing Wills and Trusts
Lisa Hutter, JD, LLM, Regional Wealth Planning Manager (Northeast Region), Wells Fargo Private Bank
January 15, 2014 Breakfast Meeting: 2014 Tax Planning Update
Christopher C. Vescio, CPA, Vescio Family Advisors, LLC
December 4, 2013 Conservatorships and Issues of Reduced Capacity
The Honorable Daniel F. Caruso, Fairfield Probate Court
November 13, 2013 Breakfast Meeting: Cloud Control: Digital Assets and Their E-Mortality
Alan P. Donaldson, Partner, Davidson, Dawson & Clark LLP
October 9, 2013 Demystifying Probate Court Litigation: Spotting the client problems and improving the client odds
Steven P. DeRicco, Esq., Member, Whitman Breed Abbott & Morgan LLC
May 8, 2013 Cultivating the Ultra-Affluent
Hannah Shaw Grove, Principal, HSGrove Private Wealth Consultancy; Partner, Prince & Assoc.
March 24, 2013 RESCHEDULED - BREAKFAST MEETING: Outsourcing Case Management for Special Needs Trust Beneficiaries
Helen Bosch & Erin Duques, Advocacy Services Dept., Vista Vocational & Life Skills Center
March 13, 2013 BREAKFAST MEETING: Undue Influence and the Exploitation of the Elderly
David T. Leibell, Partner, Wiggin & Dana LLP
February 13, 2013 Valuation Issues Targeted by the IRS in Estate and Gift Tax Disputes
Jeffrey M. Risius and Thomas J. Hope of Stout Risius Ross
December 5, 2012 Drafting & Administering Discretionary Trusts and Potential Post-Election Changes in the Tax Laws
Susan Porter, Esq., Senior Advisor, Brown Brothers Harriman Trust Company, NA,
November 14, 2012 BREAKFAST MEETING: Year-End Income Tax Planning Opportunities
Mary E. Hoyt, CPA, Partner at BlumShapiro
October 10, 2012 Take These Two and Call Me in 2013 (and Other Alternative Remedies of Wealth Transfer)
Paul S. Lee, National Managing Director, Bernstein Global Wealth Management
May 9, 2012 Executive Compensation and Estate Planning
Susan Dixon, Partner, Finn Dixon & Herling LLP; Daniel G. Johnson, Principal, Cummings & Lockwood
March 14, 2012 BREAKFAST MEETING: The Planned Giving Toolbox: Donor-Centric Strategies to Grow Your Business
Greg Hammond, CFP, CPA, President and Founder of Planned Giving Strategies, LLC, and President of
February 8, 2012 Caution Rough Road Ahead: The Sometimes Bumpy Road from Entrepreneur to High Net Worth Investor
Joel Treisman, Chief Learning Officer, Tiger 21
January 18, 2012 Breakfast Meeting: U.S. and CT Tax Law Update: Regulations and Cases
David Lehn, Esq., Partner & MD Greenwich, Withers Bergman LLP
December 7, 2011 Governing the Family Enterprise
Ivan Lansberg, Ph.D., Lansberg Gersick & Assoc.
November 9, 2011 Breakfast Meeting: Lessons Learned From the First Adjudicated Lawsuit Regarding Trust Owned Life Ins
Steven Zeiger, CEBS, NFP National Madison
October 19, 2011 Recent Developments in International T&E Planning, Covering FATCA, FBARs, Voluntary Disclosure Progr
G. Warren Whitiker, Partner, Day Pitney
May 4, 2011 Practical Ways to Avoid an Estate and Gift Tax Audit
Richard H. Murray, Supervisory Attorney, IRS Estate and Gift Tax Division - Northeast
March 16, 2011 Breakfast Meeting: Trust Decanting in Connecticut
David Hermenze, Partner, Hermenze & Marcantonio LLC
February 9, 2011 The ABC's of Pre-Nuptial Agreements in Connecticut
Frederic J. Siegel, Partner, Siegel, Reilly & Conlon, LLC
January 19, 2011 Breakfast Meeting: Security Concerns for the High Net Worth Family
Christopher Falkenberg, Founder/President, Insite Security, Inc.
December 8, 2010 Estate Tax Update & Planning Implications for 2011
Daniel L. Daniels, Partner, Wiggin & Dana
November 10, 2010 Breakfast Meeting: Wealth Transfer Applications of Life Insurance
Carl J. Peterson, Managing Principal, Lindberg & Ripple, Inc.
October 27, 2010 Complex Litigation Involving Trusts & Estates
Hon. John B. Rearden, Jr., Darien Probate Court
May 5, 2010 Estate Planning for Unmarried Couples: Detriment or Opportunity?
Joshua Rubenstein, Esq., Katten Muchin Rosenman LLP
March 31, 2010 Asset Protection: Keeping It All In The Family
Gideon Rothschild, JD, Partner, Moses Singer, LLP
March 10, 2010 Breakfast Meeting: Roth IRA Conversion in 2010: Why and How?
Douglas H. Olin, Esq., Principal, Cummings & Lockwood Private Clients Group
January 13, 2010 IMPORTANT NOTICE: 1/13 Breakfast Meeting Has Been Cancelled!
We will make an announcement soon if we're able to reschedule our speaker.
December 9, 2009 International Aspects of Estate Planning
N. Todd Angkatavanich, J.D., LL.M. & Edward A. Renn, J.D., Withers Bergman
November 18, 2009 Breakfast Meeting: Do's & Don'ts of Valuation
Carolyn Armbrust, MBA, AIBA, ASA, Axcess Group
October 28, 2009 Private Foundations - A Universe of Options
Joseph P. Toce, Jr., JD, CPA, WTAS, LLC
May 6, 2009 Current Issues in Fiduciary Litigation
Douglas R. Brown, J.D., Brody Wilkinson PC
March 4, 2009 Valuation of Hedge Fund Interests
Glenn S. Liebman/Klein, Liebman & Gresen, LLC
February 26, 2009 Estate Planning Issues Regarding Domestic Partners & Spouses in Civil Unions
Attorney Leslie I. Jennings-Lax, Rubin & Eldrich, P.C.
February 4, 2009 Naming Trusts as Beneficiaries of Retirement Plans
Douglas H. Olin, J.D., LL.M., Cummings & Lockwood LLC
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