FINANCIAL TOOLS FOR ESTATE

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  • 1. New York, NY 10001-2876210 West 31st StreetCapuchin Food Pantries MinistrySeminar qualifies youDEC. 9 8AM 2PMfor A SEMINAR FOR LEGAL, ACCOUNTING3.5 CLE credits AND FINANCIAL PLANNING PROFESSIONALS3.5 CPE credits Keynote Speaker: Sen. Charles Schumer All proceeds to benefit the Capuchin Food Pantries MinistryFINANCIAL TOOLS FOR ESTATE & TRUST PLANNING REGISTRATION FORMCOST: $95 per attendeeSEATING 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. Please register the following individuals to attend this seminar:Name____________________________________________Firm____________________________________________Name____________________________________________Firm____________________________________________Name____________________________________________Firm____________________________________________Name____________________________________________Firm____________________________________________Name____________________________________________Firm____________________________________________ I have enclosed a check made out to the Capuchin Food Pantries Ministry covering $95 per attendee listed above. My check also includes an additional contribution of $ ___________ to the Capuchin Food Pantries Ministry. Please charge my Visa MasterCard American Express a total of $95 per attendee listed above. Please also charge an additional contribution of $ ___________ to the Capuchin Food Pantries Ministry. Card # ________________________ Exp. date ______________ ALL REGISTRATIONS MUST BE RECEIVED BY DECEMBER 3.

2. FINANCIAL TOOLS FOR ESTATE & TRUST PLANNINGA seminar sponsored by The Capuchin Franciscans of the Province of St. Mary Tuesday, December 9 8 AM - 2 PMYale Club of New York City50 Vanderbilt Avenue (between 44th & 45th Streets)Seminar qualifies you for 3.5 CLE credits 3.5 CPE credits Cost: $95Proceeds 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. SchumerA tireless fighter for New York through three terms in the State Assembly and 20 years in Congress,Senator Schumer has made improving the states economy his top priority since joining the Senate.Among numerous initiatives, his Group of 35 developed a comprehensive plan to address New YorkCitys 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 firms Litigation Practice Group. He also serves as President of the Nassau County Bar Association. Program to include: Invocation/Greeting Father Francis Gasparik, OFM, CAPCapuchin Order Non-Tax Estate Planning: IssuesTax Implications of Planned Giving Relevant to Surrogates 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 Surrogates Courtadvice 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 CFOs. accountant. He was twice elected to the Nassau County District Court and in 2000 was elected to a 10-year term as Judge of theAdvising with Confidence: Using Nassau County Surrogates Court. Stochastic Analysis to Advise ClientsKevin 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 firms 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 clients 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., SurrogateAndrew Stone, CFM Suffolk County Surrogates Court Rainey Miller Judge Czygier was nominated by Governor Pataki to fill a vacan-Financial Advisors, Merrill Lynch cy in the Suffolk County Surrogates Court in April 2001, andMr. 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 theof 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 FLPs Dead: Can Family Limited Partnerships Still Be Used? Scott Eisenmesser, Esq. Partner, Rivkin Radler LLP A partner in the firms Trusts, Estates and Taxation Practice Group, Mr. Eisenmessers 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.