Recent Speaking Engagements

US Income Tax & Estate Planning for Non-Citizens

UJA Federation of NY, Tarrytown, NY

Taxes And Valuation Issues; Special Valuation Rules Under Chapter 14

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 21st Annual Westchester Estate, Tax and Financial Planning Conference, Tarrytown, New York

Estate and Tax Issues

White Plains, New York, Westchester Private Public Partnership for Aging Services

Update on Family Partnerships

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 20th Annual Westchester Estate, Tax and Financial Planning Conference, Tarrytown, NY

Estate Planning Techniques Best Suited for the Current Economic Environment

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 19th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, NY

"Selected Aspects of Family Wealth Transfer", as part of an all-day program entitled "Practical Skills: Introduction to Estate Planning"

Mount Kisco, New York, Trusts and Estates Law Section of the New York State Bar Association

"Cutting Edge Estate Planning Strategies- Utilizing FLPs, GRATs & Sales to Defective Grantor Trusts to Leverage Gifts"

For lecture materials, click on Seminar Outline.

Credit Suisse, Rye Brook, New York

New Deferred Compensation Rules

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 17th Annual Westchester Estate, Tax and Financial Planning Conference, White Plains, NY

FLPs and LLCs – Current Status

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 16th Annual Westchester Estate, Tax and Financial Planning Conference

"Tax Issues Related to Divorce”

For lecture materials, click on Seminar Outline.

The Bank of New York, White Plains, New York

"Current Strategies Using Family Limited Partnerships”

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 15th Annual Westchester Estate, Tax and Financial Planning Conference

"Forming and Advising Businesses"

New York State Bar Association

"IRS Attacks on Family Limited Partnerships and Current Strategies”

For lecture materials, click on Seminar Outline.

UJA Federation of NY’s 14th Annual Westchester Estate, Tax and Financial Planning Conference

IRS Attacks on Family Limited Partnerships and Current Strategies

For lecture materials, click on Seminar Outline.

Westchester County Bar Association
(Co-Sponsored by the Tax and Trusts and Estates Section)

"Forming and Operating the Partnership and LLP” as part of a program entitled "Practical Skills-Forming and Advising Businesses"

New York State Bar Association

"Recent Developments involving Family Limited Partnerships & Other Gifting Techniques”

Westchester County Bar Association

"Utilizing Non-Qualified Deferred Compensation in Estate, Gift & Income Tax Planning"

UJA-Federation of NY

Retirement Planning & Estate Planning for Physicians

Merrill Lynch and McCarthy Fingar et al.

New Qualified Plan Minimum Distribution Rules

Westchester County Bar Association (Trusts & Estates and Tax Sections)

Compensation Issues, Including Qualified And Non-Qualified Stock Options And Deferred Compensation

UJA-Federation of NY’s Westchester Division

Taxation of Technology Companies

Lorman Education