Estate Planning Council of Central New York

Join us Friday May 17th @ Press Room Pub 11:45am-2pm for a complementary lunch buffet with appetizers, wings, pizza, non-alcoholic beverages. Cash bar available. RSVP by May 15 to Charlotte Crandall at [email protected] This program made possible through a grant from the William Crandall Scholarship Fund. #estateplanning #accountants #nextgeneration #financialadvisors #EPCCNY #wills #trusts

This past Friday EPC held a joint meeting with the CNY Chapter of the Society of Financial Service Professionals. Our speaker Thomas Bezigian Jr. Esq. of Bond, Schoeneck & King, PLLC spoke about Florida Residency - Establishing Florida domicile: Issues and Pitfalls to avoid. Thanks to everyone that joined us!

Community Foundation Breakfast - "Charitable Remainder Trusts" Date: Tuesday, October 23, 2018 Time: 7:30am - 10:00am Location: Crowne Plaza Hotel, 701 East Genesee St., Syracuse, NY 13210 Speaker: Philip L. Burke, Esq.... Mark your calendar and plan to attend the Central New York Community Foundation's Breakfast event to hear speaker Philip Burke, Esq., Parner and Chair of Woods Oviatt Gilman/s Family Weather and Estate Planning department, speak about "Charitable Remainder Trusts - Increased Interest due to Increased Interest (Rates)?". Find more information and reservation details at this link: http://www.calendarwiz.com/calendars/popup.php or Contact: Tom Griffith Email: [email protected] Phone: 315-422-5544

Our season opening luncheon took place today! Dave Herring and Rick Tidd from Bowers & Company presented on 2017 tax reform and its effects on individuals and businesses. Current President, David Treichler presented Former President, Pat Greenhouse with the traditional gavel plaque for her hard work and dedication to the Estate Planning Council.

Estate Planning Council of Central New York NextGen held a rooftop party at Barclay Damon Terrace. Wonderful event with fantastic views of our city! Estate Planning Council of Central New York

DB&B at the Estate Planning Council of Central New York NextGen event. Beautiful night on the Barclay Damon rooftop (Photo credit EPCCNY)