Private Wealth & Taxation Institute

Private Wealth & Taxation Institute

Two-day hybrid seminar

By Stacey Harris

Date and time

June 17 · 8am - June 18 · 5:30pm EDT

Location

Nassau County Bar Association

15 West Street Mineola, NY 11501

Refund Policy

Contact the organizer to request a refund.
Eventbrite's fee is nonrefundable.

Agenda

Day 1, June 17 Agenda
Day 2, June 18 Agenda

8:00 AM - 8:30 AM

Breakfast and Sign-in

8:30 AM - 8:45 AM

Introduction to Program

Stephen M. Breitstone

8:45 AM - 9:45 AM

Selecting the Right Cloud Infrastructure for the Family Office

9:45 AM - 10:45 AM

Litigating Trusts in Surrogate's Court

David A. Bamdad

Lori A. Sullivan

10:45 AM - 11:00 AM

Break

11:00 AM - 12:00 PM

New York State Income Tax Planning on the Sale of a Business

Andrew L. Baron

Joseph R. Feehan

Andrew B. Seiken

12:00 PM - 1:00 PM

Top 10 Simple Things Every Advisor Can Look for to see if Their Client's Estat

Arianna F. Faucetta

Mary P. O'Reilly

1:00 PM - 2:00 PM

Lunch

2:00 PM - 3:00 PM

Maximizing the Basis Step Up on Negative Capital Account Partnership Interests

Stephen M. Breitstone

Jerome M. Hesch

3:00 PM - 4:00 PM

Insights into the Current Trends of Guardianship Litigation

Laura M. Brancato

4:00 PM - 5:00 PM

Elder Abuse Tackling Fraud in the Family

Thomas M. Dixon

Sandra D. Glazier

About this event

  • 1 day 9 hours

Join us for a 2 day hybrid program hosted at the Nassau County Bar Association in Mineola, NY

Program will feature nationally recognized speakers on topics of critical tax, trusts and estates, and other legal and financial developments.


Tags

Organized by

Stacey Harris
$0 – $325