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JOIN US FOR THE INAUGURAL

ESTATE PLANNING SUMMIT

Presented by:

ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY

THURSDAY, OCTOBER 23, 2025

WOMAN’S CLUB OF WHITE PLAINS, INC.

CV RICH MANSION

305 RIDGEWAY, WHITE PLAINS, NY

AGENDA

8:15 am—9:00 am

REGISTRATION, NETWORKING, CONTINENTAL BREAKFAST

9:00 am—9:10 am

WELCOME & INTRODUCTIONS

Estate Planning Council of Westchester County

9:10 am—10:00 am

DISTRIBUTION PLANNING POST SECURE ACT

Review the current distribution rules under the SECURE Act, as well as workaround strategies to mimic the old rules with enhanced benefits.

Kenneth A. Horowitz, CLU® ChFC® RICP®  AEP®, Integrated Benefit Consultants, LLC >>View Bio

10:00 am—10:15 am

NETWORKING BREAK, MID-MORNING SNACK

10:15 am—11:05 am

PLANNED GIVING: THE HIDDEN SAFETY NET FOR DONORS AND COMMUNITIES

In the face of government funding cuts, many nonprofits are finding that their planned giving programs are key to creating a financial safety net for their critical work. In this session, you will receive an overview of the basic functions of a planned giving program, the most common planned gifts, the tax advantages your clients can reap even with changes from the OBBB, and how integral planned gifts are to advancing the missions of organizations like Feeding Westchester and so many others.

Martine Campoli, Director, Individual Giving, Feeding Westchester >>View Bio

Kylan Johnson, Hudson Valley Estate Planning LLC >>View Bio

11:05 am—11:55 am

BEYOND THE FRAME: LEGACY, VALUE AND VISION IN FINE ART COLLECTING

An introduction to the fundamentals of building and maintaining an art collection, designed to help estate planners better understand and support clients who collect. Topics include how fine art differs from traditional investments, how collections are established and maintained, and best practices for insurance. Special attention will be given to legacy planning, with a focus on strategies estate planners can use to align clients’ collections with their long-term estate and wealth transfer goals. 

Peter Costanzo, Doyle Auctioneers & Appraisers >>View Bio

Pamela L. Grutman, Law Office of Pamela L. Grutman, PLLC >>View Bio

Greg Smith, Berkeley Asset Protection >>View Bio

Moderator: Maria Nigro, Nigro Art Advisory >>View Bio

11:55 am—1:00 pm

HOT BUFFET LUNCH

1:00 pm—1:50 pm

WILL THE WEALTH DIVIDE OR UNIFY THE FAMILY?

Estate plans are designed to take care of assets, not necessarily family relationships. 30% of wealth transitions are successful, which means 70% are not. Based on our widely recognized research, 60% of failed transactions is due to trust and communication issues, 25% is lack of heir preparedness and 10% is values and mission issues. Yet, most families spend the majority of their time on governance, tax planning, and wealth preservation. The families that take proactive steps and invest in programs to support family unity are dramatically more successful in maintaining a family legacy across generations.

Amy Castoro, President & CEO, The Williams Group >>View Bio

1:50 pm—2:50 pm

KEYNOTE:  THE IMPORTANCE OF MODERN ASSET PROTECTION PLANNING

Discussion of the importance of asset protection and how certain individuals and professionals are vulnerable to potential creditor claims, especially in the litigious society we live in. There will be a detailed analysis of how various asset protection techniques can help shield assets against future creditors but not necessarily be effective against existing and anticipated future creditors. Other topics include how certain assets are exempt from particular creditor claims, and how certain irrevocable trusts can be used as an effective asset planning device to shield assets from creditors. Also, the elements of domestic and foreign asset protection trusts will be compared.

Raymond Radigan, Senior Managing Director, Peapack Private Bank & Trust >>View Bio

2:50 pm—3:00 pm

CLOSING REMARKS

Estate Planning Council of Westchester County

REGISTRATION FEE

MEMBERS:  $150
NONMEMBERS:  $200
LATE REGISTRATION FEE:  $50
(After October 16, 2025)

Cancellation Policy:
If your plans change and you can no longer attend, please notify us by emailing [email protected]. To receive a full refund, cancellations must be submitted by 12:00PM on October 16, 2025. Unfortunately, no refunds will be issued for cancellations made after this date and time.

PARTICIPANTS RECEIVE:

• CUTTING EDGE INFORMATION ON ESTATE PLANNING TOPICS FROM EXPERIENCED ESTATE PLANNING PROFESSIONALS
• OPPORTUNITIES TO NETWORK WITH AND LEARN FROM YOUR PEERS
• 5 CREDITS CPE/CE FOR CPAs AND CERTIFIED FINANCIAL PLANNERS
• 3 CREDITS CLE FOR ATTORNEYS 
• CONTINENTAL BREAKFAST, MID-MORNING SNACK, HOT BUFFET LUNCH, REFRESHMENTS
• CONVENIENT FREE PARKING AT A VENUE CENTRALLY LOCATED IN WESTCHESTER

ABOUT THE ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY

Recipient of the 2025 NAEPC “5 Star Council” Award! 
Created in 2014, the National Association of Estate Planners & Councils Leonard H. Neiman & Walter Lee Davis, Jr. Council of Excellence Award recognizes councils that have demonstrated a high level of achievement in areas critical to a successful membership experience.

Founded in 1967, the Estate Planning Council of Westchester County is a not-for-profit organization whose members believe in the Team approach to estate planning and participate in opportunities to deepen their relationships and skills.

We are a membership council of the National Association of Estate Planners & Councils (NAEPC). Our partnership with NAEPC provides our members with a Code of Ethics, a national network of estate planners, specialized education and the Accredited Estate Planner® (AEP) professional designation.

Our members include attorneys-at-law, certified financial planners, certified public accountants, and professionals in fields ancillary to the estate planning process who either reside in or have a place of business in Westchester County, New York.

We offer several opportunities for sponsors to promote their businesses to our members. Please refer to the Sponsorship page of our website.