Estate PlanningConference

Sound Guidance for Navigating the Complex Estate Planning Field

Corporate sponsorships available: Call Allison at 410-584-1971 for more information.

MAY 21, 2015New York Marriott Marquis at Times Square

(Also Available Online)

Visit www.nysscpa.org/estate15 or call 800-537-3635 to register!

14 W

all S

treet

, 19th

Flo

orN

ew Y

ork,

NY

1000

5ww

w.ny

sscp

a.org

1-80

0-ny

sscp

a

Estat

e Plan

ning C

onfer

ence

Th

ursd

ay, M

ay 2

1, 2

015

New

Yor

k M

arrio

tt M

arqu

is at

Tim

es S

quar

e 15

35 B

road

way

, at 4

5th

Stre

etNe

w Y

ork,

NY

1003

6(A

lso Av

ailab

le On

line)

PROG

RAM

DETA

ILS:

Time:

8:3

0 a.m

.–5:

05 p

.m. (

Che

ck-in

beg

ins a

t 8:0

0 a.m

.)Fie

ld o

f Stu

dy: T

axat

ion

Reco

mm

ende

d CP

E Cr

edit

Hour

s: 8

Reco

mm

ende

d CL

E Cr

edit

Hour

s: 8

Reco

mm

ende

d CF

P® C

redi

t Hou

rs: 8

Cour

se C

ode:

256

9751

1 (I

n-Pe

rson

); 35

6975

11 (O

nlin

e)M

embe

r Pric

e: $

285

(Onl

ine)

; $38

5 (I

n-Pe

rson

)No

nmem

ber P

rice:

$41

0 (O

nlin

e); $

510

(In-

Pers

on)

Get

mem

ber p

rice b

y visi

ting t

he N

YSSC

PA ap

plica

tion

page

at w

ww

.nyss

cpa.o

rg.

WHO

SHOU

LD AT

TEND

?CP

As, C

FPs,

CLUs

, atto

rney

s, in

sura

nce

advi

sors

, and

wea

lth m

anag

emen

t pro

fess

iona

ls.

WHY

YOU

SHOU

LD AT

TEND

:To

rece

ive

a su

mm

ary

of th

e cr

itica

l dev

elopm

ents

affe

cting

est

ate

plan

ning

in 2

015

that

yo

u ne

ed to

be

awar

e of

whe

n ad

visin

g yo

ur cl

ients

.

Visit

nys

scpa

.org

/est

ate1

5 or

call

800-

537-

3635

to re

gist

er!

15-0

013

HOW TO REGISTER Online at www.nysscpa.org/estate15

By phone at (212) 719-8383 or (800) 537-3635See nysscpa.org for registration policy

N. Todd Angkatavanich, Esq.Withers Bergman, LLPGreenwich, CT Patricia Annino, Esq.Prince Lobel Tye LLPBoston, MA Andrew S. Auchincloss, Esq.Sidley Austin LLPNew York, NY Robert S. Barnett, CPA, Esq., LLM (Taxation) Capell Barnett Matalon & Schoenfeld LLPJericho, NY

Tom Bishop Criminal Investigation, IRS New York, NY

Jonathan Blattmachr, Esq.Pioneer Wealth PartnersNew York, NY

Dan Daniels, Esq.Wiggin and Dana LLPGreenwich, CT

Claudio DeVellis, Esq.Kleinberg, Kaplan, Wolff & Cohen, P.C.New York, NY

Michael I. Frankel, Esq.Carter Ledyard & Milburn LLPNew York, NY

Bryce A. GeyerFMVNew York, NY Cynthia Greenawalt-CarvajalSea Change NetworkingNew York, NY Alan D. Kahn, CPA, CLU, ChFCAJK Financial GroupWoodury, NY Sharon L. Klein, Esq.Wilmington Trust, N.A.New York, NY Paul S. Lee, JD, LLMBernstein Global Wealth ManagementNew York, NY Lawrence M. Lipoff, CPALipoff Global AdvisorsSuffern, NY Kevin Matz, CPA, Esq., LLM (Taxation)Kevin Matz & Associates PLLCWhite Plains, NY

John McManus, Esq.McManus & AssociatesNew York, NY Todd G. PovlichManagement Planning, Inc.Princeton, NJ

Anita S. Rosenbloom, Esq., LLM (Taxation) Stroock & Stroock & Lavan LLPNew York, NY Jonathan Rikoon, Esq.Loeb & LoebNew York, NY Perry A. Shulman, CPAPerry A. Shulman, CPAEast Rockaway, NY Randy P. Siller, CPA, CIMA, CRPCSiller & Cohen, Family Wealth AdvisorsRye Brook, NY Melvin A. Warshaw, JD, LLMFinancial Architects PartnersBoston, MA

Estate Planning ConferenceSound Guidance for Navigating

the Complex Estate Planning Field

The Northeast’s Premier Estate Planning Conference Features Sessions On:

• The Future of Estate Planning

• The Intersection of Income and Estate Tax: How to Take Advantage of the Newly Increased Federal Applicable Exclusion Amount • Estate Planning Strategies for the International Client

Meet Our Lineup of Conference Speakers

Estate Planning Conference Cochairs

Conference Planning Subcommittee Members

Thank You, To Our Conference Committee

Earn up to 8 CLE or CFP® Credits!

Robert S. Barnett, CPA, Esq., LLM (Taxation) Capell Barnett Matalon & Schoenfeld LLP

Edward Mendlowitz, CPA/ABV, PFS WithumSmith + Brown, PC

Perry A. Shulman, CPAPerry A. Shulman, CPA

Randy P. Siller, CPA, CIMA, CRPCSiller & Cohen, Family Wealth Advisors

Carol Tanjutco, CPA, JD New York Life Insurance Company

Lester Wigler, CFP® Morgan Stanley Wealth Management

Kadeen Wong, Esq. Kevin Matz & Associates PLLC

Christopher D. Wright, CPA, JD Marks Paneth LLP

Kevin Matz, CPA, Esq., LLM (Taxation)Kevin Matz & Associates PLLC

Alan D. Kahn, CPA, CLU, ChFCAJK Financial Group

Ruth F. Raftery, CPA, JDRound Table Wealth Management

THURSDAY, MAY 21, 2015 — PROGRAM

Sound Guidance for Navigating the Complex Estate Planning Field Estate Planning Conference

For Group Discounts, call 800-537-3635

8:30–8:40 a.m.

8:40–9:45 a.m.

Introductory Remarks

Recent Developments Panel, Including New York Tax Law Update

Panelists: Michael I. Frankel, Sharon L. Klein, Kevin Matz, and Anita S. Rosenbloom

A panel of leading estate planning experts takes you through the most significant recent developments and trends affecting estate planning, with a spotlight on the increasing New York State exemption and portability of the federal (but not state) applicable exclusion amount of the first spouse to die.

Speaker: Paul S. Lee

The American Taxpayer Relief Act of 2012 has led to a brave new world of estate plan-ning—and that world is upside down. Mr. Lee will tell you how to make sure your clients stay right-side up, and will also share with you ways in which to help them take advan-tage of the newly increased federal applicable exclusion amount ($5.43 million in 2015; $10.86 million for married couples).

Speakers: Robert S. Barnett and Tom Bishop

Have clients with foreign bank accounts? Make sure they stay on the right side of the law when Robert Barnett discusses estate considerations relating to foreign bank accounts with IRS Criminal Investigations Agent Tom Bishop.

Panelists: N. Todd Angkatavanich, Claudio DeVellis, Bryce A. Geyer, Todd G. Povlich, and Jonathan RikoonModerator: Lawrence M. Lipoff

This dynamic panel will address specialized issues in estate planning for private equity fund and hedge fund managers, including valuation issues, from the unique vantage point of amultiprofessional approach.

Panelists: Dan Daniels, Cynthia Greenawalt-Carvajal, and Randy P. Siller Moderator: Perry A. Shulman

There is more to building a successful practice than technical expertise. Soft skills matter. And even with a successful practice, you may be missing out on potential clients if your approach to marketing is more 2005 than 2015. This presentation features a panel of estate planners who have “made it” and built a highly successful practice. Along withnetworking expert and Wharton School of Business alum Cynthia Greenawalt-Carvajal, they’ll share with you their top tips and tricks on how to best build your professional brand, develop your social capital, and increase your return on relationships. Speaker: Andrew S. Auchincloss

A soup-to-nuts discussion of the basic principles governing estate planning for non-U.S. citizens who are also not domiciled in the United States. A must-attend session for practitioners with non-U.S. clients.

9:45–10:35 a.m.

2:20–3:10 p.m.

10:35–10:50 a.m.

12:30–1:30 p.m.

3:10–3:25 p.m.

3:10–3:25 p.m. 10:50–11:40 a.m.

11:40 a.m.–12:30 p.m.

1:30–2:20 p.m.

1:30–2:20 p.m.

2:20–3:10 p.m.

Introductory Track – Basic Skills and Practice Management

3:25–4:15 p.m.

3:25–5:05 p.m.

4:15–5:05 p.m.

The Complete Basics of International Estate Planning

Update on the Utilization of Life Insurance in Estate Planning, Including Wealth Preservation Techniques and Industry Trends

Break

NETWORKING LUNCH (sponsorship still available)

Break

BreakThe Future of Estate Planning

The Intersection of Income Tax and Estate Tax

Estate Planning Essentials—The Basics of Wills, Revocable Living Trusts, Durable Powers of Attorney, Healthcare Proxies, and Living Wills

Defined Value Clauses

How Does Section 2701 Work and Why Does It Matter?

Advanced Track – Estate Planning for Private Investment Fund Managers, Section 2701, and Sophisticated Planning Issues

Foreign Bank Accounts—Estate Considerations

Specialized Issues in Estate Planning for Private Investment Fund Managers and Other Professionals

How to Build a Successful Estate Planning Practice— Networking and Marketing in 2015

Speaker: Jonathan G. Blattmachr

The man whom The New York Times once called “one of the nation’s most influential estate tax lawyers,” Jonathan Blattmachr will share his estate planning insights with you during a whirlwind tour of what the future of estate planning will look like, and consider yourself prepared (and warned) for whatever comes your—or your clients’—way.

Panelists: Patricia M. Annino and Melvin A. WarshawModerator: Alan D. Kahn

Ms. Annino and Mr. Warshaw will provide an update on how best to utilize life insurance in estate planning, with a spotlight on wealth preservation techniques and industry trends.

Find out more at www.nysscpa.org/estate15 Be a conference sponsor. Details @ nysscpa.org/sponsor

Agenda and speakers are subject to change. For the latest updates, including speaker bios, visit www.nysscpa.org/estate15.

Save on this conference with

Speaker: John McManus

A discussion of the nuts and bolts of the basic estate planning documents and what to look for in them to best help your clients. Led by John McManus, who is regularly called upon by The Wall Street Journal and Forbes to share his estate planning know-how with the masses. During this session, he’ll share it directly with you.

Speaker: Jonathan Rikoon

Mr. Rikoon is a pioneer in the development of estate planning techniques customized for private equity fund principals and hedge fund managers. During this presentation, he will discuss the use of defined value clauses as a safeguard for gift tax purposes in the valuation of hard-to-value assets, and the status of IRS challenges to this technique.

Speaker: N. Todd Angkatavanich

Mr. Angkatavanich will help you navigate the complex rules of Section 2701 of the Internal Revenue Code—he’ll also tell you when it’s best to work around them.