Past Events

April 6, 2020 The Impact of Cyber Security Our Practices
Michael McCarthy
March 2, 2020 A View From the Bench
Hon. Mark V. Holmes United States Tax Court
February 3, 2020 Exhilarated and Terrified Empowering Community Impact at a Spend-Down Foundation
David Engler, President Ralph C. Wilson Jr. Foundation
December 2, 2019 Tax Planning Opportunities Due To Recent Legislative Changes
Cheryl A. Jankowski CPA and Robert Ingrasci CPA
November 5, 2019 Fiduciary Representation Trips, Tricks & Traps To Avoid Litigation in the Administration of Trusts and Estates
Jennifer Flannery Esq.
October 2, 2019 Intellectual Property Issues in Estate Planning
Les Greenbaum, Esq.
May 6, 2019 Annual Meeting and Election
Members only for Election and Annual Meeting
April 1, 2019 Changing Dynamics of Life Insurance in the Estate Planning Process
James Tyrpak, MSFS, CLU, ChFC, AEP and Jeffrey Human, JD
March 4, 2019 Longevity Planning
Laurie Menzies, JD
February 4, 2019 Surrogate's View from the Bench
Judge Acea Mosey
December 10, 2018 Recent Case Law's Impact on Estate Planning
Kevin Miller, JD, CFP, AEP
November 6, 2018 Planning with Trusts and Qualified Assets
Michelle Collins, JD
October 8, 2018 Tax Planning Opportunities
Teresa Majors, CPA and Greg Urban, CPA
May 7, 2018 Annual Meeting
April 9, 2018 ESOP's 101 & The Estate Planning Options Surrounding These Transactions
Rick Jaye, Sr. VP, AIF, CRC, Business Transaction Advisors
March 5, 2018 Structuring Buy-Sell Agreements
Mike Schiavone, Esq., Lipsitz Scime Green Cambria LLP
February 5, 2018 Cross Border Practice - Legal & Tax Issues
Charles Telford, Esq., Lippes Mathias, Wexler, Friedman & TBA
December 4, 2017 Tax Planning for New York Trusts
Catherine Eberl, Esq. & Chris Doyle, Esq. Hodgson Russ, LLP
November 7, 2017 Charitable Giving: Foundation Options
Nicole Tetzo, Esq., Ralph Wilson Foundation & Betsy Constantine, WNY Community Foundation
October 2, 2017 End of Life Planning & Supporting The Gift of Life
Jeremy Morlock, UNYTS Manager of Community Engagement & Tom Waring, Jr. GCW Captial, LLC
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