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Introduction to Trusts and Estates Conference
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 20, 2026
Joseph P. Scorese
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2026 EPCWC Annual Membership Dinner Meeting
GST Planning for Trustees of Taxable Trusts: “One” Is Not a Singular Sensation
Estate Planning Council of Westchester County (EPCWC)
June 3, 2026
Joseph P. Scorese
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Testamentary Charitable Remainder Unitrusts (T-CRUTs)
October 15, 2025
Matthew B. Abrams
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Medicaid Asset Protection Trusts
August 13, 2025
Matthew B. Abrams
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Advanced Trusts and Estates Conference
Viva La Famiglia! Advising Diverse Clients and Their Families in a Changing Estate Planning World
New York University School of Professional Studies
July 17, 2025
Joseph P. Scorese
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Introduction to Trusts and Estates Conference
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 14, 2025
Joseph P. Scorese
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Estate Planning for Elderly Clients
March 12, 2025
Matthew B. Abrams
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Understanding Marital Trusts and Bypass Trusts
November 13, 2024
Matthew B. Abrams
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Advanced Trusts and Estates Conference
Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York University School of Professional Studies
July 18, 2024
Joseph P. Scorese
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Introduction to Trusts and Estates Conference
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 15, 2024
Joseph P. Scorese
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Intentionally Defective Grantor Trusts: ‘Why Would My Clients Pay for Defective Work?’
August 8, 2023
Matthew B. Abrams
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Advanced Trusts and Estates Conference
Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York University School of Professional Studies
July 20, 2023
Joseph P. Scorese
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Introduction to Trusts and Estates Conference
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 17, 2023
Joseph P. Scorese
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Irrevocable Life Insurance Trust in Planning & Practice
June 21, 2023
Matthew B. Abrams
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The Man with the Plan: A Conversation on Estate Planning
Zeta Beta Tau Foundation
April 19, 2023
Allan C. Bell
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Common Issues of Estate Settlement: What Great Advisors See, and How They Can Help
December 28, 2022
Matthew B. Abrams
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19th Annual Trusts and Estates Conference
Ethics for Breakfast: Ethical Considerations of the Attorney-Client Privilege
Calvary Hospital
December 14, 2022
Joseph P. Scorese
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Advanced Trusts and Estates Conference
Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York University School of Professional Studies
July 14, 2022
Joseph P. Scorese
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Introduction to Trusts and Estates Conference
Multi-Generational Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 11, 2022
Joseph P. Scorese
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Viva La Famiglia! Advising Diverse Clients and their Families in a Changing Estate Planning World
New York City Bar Association
June 13, 2022
Joseph P. Scorese
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Family Owned Business Forum
New Jersey Jewish Business Alliance
March 9, 2022
Allan C. Bell, Ted Zangari
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Introduction to Trusts and Estates Conference
Generational Trust Planning and the Generation-Skipping Transfer Tax
New York University School of Professional Studies
July 27, 2021
Joseph P. Scorese
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Let’s Talk Philanthropy
Flexibility Wins: The Case for Donor Advisor Funds
Jewish Community Foundation of Greater Metrowest NJ
November 5, 2020
Matthew B. Abrams
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Residency & Related Tax Issues
State Income Taxation of Trusts: Can Any Reliable Residency Rules Be Realized From Kaestner?
Greater Middlesex Somerset County Estate Planning Council
November 4, 2020
Joseph P. Scorese
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Introduction to Trusts and Estates Conference
Essential Knowledge: Income Taxation and Generational Planning for Trusts, Estates and Individuals
New York University School of Professional Studies
July 16, 2020
Joseph P. Scorese
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Special Tax Update
Bergen County Chapter of the New Jersey Society of Certified Public Accountants
February 7, 2019
Richard J. Sapinski, Charles S. Zucker, Robert A. Stern
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Special Tax Update
Bergen County Chapter of the New Jersey Society of Certified Public Accountants
February 8, 2018
Allan C. Bell, Richard J. Sapinski, Alan E. Sherman, Robert A. Stern
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How New Plan Sponsor-Level Fee Disclosure Rules Will Affect FAs; and 2012 Trusts and Estates Issues
Lincoln Financial Group, Pathway Retirement Resources and Sills Cummis & Gross
March 26, 2012
Allan C. Bell
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Creative Tax Planning Ideas to Maximize Charitable Giving While Accomplishing Personal Planning Goals
Monmouth Hospital Foundation Board
December 19, 2011
Simon Levin
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2009 Lincoln Financial Advisors Fall Forum for Growth
Estate Planning in Uncertain Times
Lincoln Financial Advisors
September 15, 2009
Allan C. Bell
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2007 Tax Conference for Tax Professionals
Tax Planning for High-Net-Worth Individuals
New York State Society of Certified Public Accountants and St. John's University's Department of Accounting & Taxation
June 1, 2007
Allan C. Bell