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FINANCIAL TOOLS FOR ESTATE
 

FINANCIAL TOOLS FOR ESTATE

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    FINANCIAL TOOLS FOR ESTATE FINANCIAL TOOLS FOR ESTATE Document Transcript

    • New York, NY 10001-2876 210 West 31st Street Capuchin Food Pantries Ministry Seminar qualifies you DEC. 9 • 8AM – 2PM for A SEMINAR FOR LEGAL, ACCOUNTING 3.5 CLE credits AND FINANCIAL PLANNING PROFESSIONALS 3.5 CPE credits Keynote Speaker: Sen. Charles Schumer All proceeds to benefit the Capuchin Food Pantries Ministry FINANCIAL TOOLS FOR ESTATE & TRUST PLANNING REGISTRATION FORM COST: $95 per attendee SEATING IS LIMITED - REGISTER NOW! Pre-registration for this event is required. No walk-ins will be accepted.To register, complete the form below and mail in the enclosed return envelope, or fax to: 212-563-5120. Or, to register by phone, call 1-866-363-5917, ext.263. Ì Please register the following individuals to attend this seminar: Name____________________________________________ Firm____________________________________________ Name____________________________________________ Firm____________________________________________ Name____________________________________________ Firm____________________________________________ Name____________________________________________ Firm____________________________________________ Name____________________________________________ Firm____________________________________________ Ì I have enclosed a check made out to the Capuchin Food Pantries Ministry covering $95 per attendee listed above. Ì My check also includes an additional contribution of $ ___________ to the Capuchin Food Pantries Ministry. Ì Please charge my Ì Visa Ì MasterCard Ì American Express a total of $95 per attendee listed above. Ì Please also charge an additional contribution of $ ___________ to the Capuchin Food Pantries Ministry. Card # ________________________ Exp. date ______________ ALL REGISTRATIONS MUST BE RECEIVED BY DECEMBER 3.
    • FINANCIAL TOOLS FOR ESTATE & TRUST PLANNING A seminar sponsored by The Capuchin Franciscans of the Province of St. Mary Tuesday, December 9 • 8 AM - 2 PM Yale Club of New York City 50 Vanderbilt Avenue (between 44th & 45th Streets) Seminar qualifies you for 3.5 CLE credits • 3.5 CPE credits Cost: $95 Proceeds to benefit the Capuchin Food Pantries Ministry Do not miss this valuable opportunity to learn about the latest techniques and trends in estate planning and charitable giving from a wide range of recognized experts.You will also have ample opportunity to network and share ideas with your fellow legal, accounting and financial planning professionals. Keynote Speaker at Networking Luncheon: U.S. Senator Charles E. Schumer A tireless fighter for New York through three terms in the State Assembly and 20 years in Congress, Senator Schumer has made improving the state’s economy his top priority since joining the Senate. Among numerous initiatives, his Group of 35 developed a comprehensive plan to address New York City’s long-term economic needs by adding 60,000 new square feet of needed office space to accom- modate 300,000 new jobs over the next 20 years. Moderated By: William Savino, Esq. Rivkin Radler LLP Mr. Savino is the managing partner of Rivkin Radler LLP and chairman of its Executive Committee. He is a member of the firm’s Litigation Practice Group. He also serves as President of the Nassau County Bar Association. Program to include: Invocation/Greeting Father Francis Gasparik, OFM, CAP Capuchin Order Non-Tax Estate Planning: Issues Tax Implications of Planned Giving Relevant to Surrogate’s Court Practice John Buhagiar, CPA View From The Bench: Tax Principal, Grassi & Co, CPAs, P.C. Judge John B. Riordan, Surrogate Mr. Buhagiar has over 16 years of experience providing expert Nassau County Surrogate’s Court advice in tax planning, strategy development, compliance and Judge Riordan began his career in 1969, after working as a tax negotiations to a wide range of business owners and CFO’s. accountant. He was twice elected to the Nassau County District Court and in 2000 was elected to a 10-year term as Judge of the Advising with Confidence: Using Nassau County Surrogate’s Court. Stochastic Analysis to Advise Clients Kevin J. Foley,Wealth Strategist Planning for Charitable Giving Terence D. Condren, Director of Financial Planning & Bernard Feigen, Esq. Wealth Strategies Group, Fleet Bank Partner, Rivkin Radler LLP Mr. Foley and Mr. Condren will discuss proprietary mathemati- A partner in the firm’s Trusts, Estates and Taxation Practice Group, cal tools that can be used to assess the probability of meeting a Mr. Feigen is involved in all aspects of income tax and estate tax client’s income and estate planning goals over a long period of planning and litigation and valuation of closely-held businesses. time given available assets and how they are allocated for investment. Wills & Estates View from the Bench: Pensions and Retirement Planning Judge John M. Czygier, Jr., Surrogate Andrew Stone, CFM Suffolk County Surrogate’s Court Rainey Miller Judge Czygier was nominated by Governor Pataki to fill a vacan- Financial Advisors, Merrill Lynch cy in the Suffolk County Surrogate’s Court in April 2001, and Mr. Stone and Ms. Miller apply diverse experience to meet the won election to a full 10-year term in November 2001. He has investment goals of their clients. Mr. Stone developed a healthcare been engaged in private law practice in the County since 1975, distribution company as a start-up and took it public, in 1983, at and previously served as a Court Examiner in the First and the age of 26, earning selection as an Ernst & Young Entrepreneur Second Departments, a guardian ad litem, and as counsel for the of the Year. Ms. Miller draws from her competitive athletic back- Suffolk County Public Administrator. ground to develop disciplined investment plans focused on results. A networking luncheon will follow, sponsored by: Are FLP’s Dead: Can Family Limited Partnerships Still Be Used? Scott Eisenmesser, Esq. Partner, Rivkin Radler LLP A partner in the firm’s Trusts, Estates and Taxation Practice Group, Mr. Eisenmesser’s practice focuses on complex estate planning, trust and estate administration, elder law planning and other tax matters. He is also a CPA and has lectured to numerous groups about these and other topics.