CLE Credit Sponsor

JOIN US FOR THE SECOND ANNUAL

ESTATE PLANNING SUMMIT

Presented by:
ESTATE PLANNING COUNCIL OF WESTCHESTER COUNTY

WEDNESDAY, NOVEMBER 18, 2026

CONFERENCE CENTER
1133 WESTCHESTER AVE
WHITE PLAINS, NY 

AGENDA

9:00 am—9:20 am
REGISTRATION, NETWORKING, CONTINENTAL BREAKFAST

9:20 am—9:30 am
WELCOME & INTRODUCTIONS
Estate Planning Council of Westchester County

9:30 am—10:20 am
DIGITAL ASSETS

Rapid changes in technology are challenging an estate planner's ability to keep pace with them. This presentation discusses federal and state legislation and case law for estate planning with digital assets and a fiduciary's access and distribution of a decedent's digital assets. The session includes planning techniques and best practices to ensure a client's wishes are satisfied and the smooth administration of an estate with digital assets.

Sean R. Weissbart, Esq., Partner, Blank Rome LLP >>View Bio

10:20 am—11:10 am
HOT TOPICS IN ESTATE PLANNING

This session will provide an overview of recent developments, and important topics and techniques at the forefront of current planning and discussion, covering all areas of planning considerations.  Topics to be covered include the 2/37th cutback of itemized deductions for trusts and estates under the One Big Beautiful Bill Act (OBBBA); the IRS’s recent safe guidance concerning the filing of gift tax returns to report contributions to Trump accounts; the New York City pied-a-terre tax; the Fifth Circuit Court of Appeals’ recent affirmance of the Tax Court’s decision in the Fields bad facts family limited partnership case; the IRS’s aggressive challenge to grantor retained annuity trusts (GRATs) in the Elcan case; and the latest IRS guidance concerning qualified opportunity zone (QOZ) funds in light of ‘Tranche 2” for QOZs under the OBBBA.

Kevin Matz, Esq., CPA, LL.M. (Taxation), Partner, ArentFox Schiff, LLP >>View Bio

11:10 am—11:30 am
NETWORKING BREAK

11:30 am—12:20 pm
THE TRANSITION ROADMAP: A MULTIDISCIPLINARY APPROACH TO ELDER LAW, ELDER CARE, AND PERSONAL EFFECTS

When an aging loved one or client can no longer live as independently as before, legal, care, and personal property decisions often arrive all at once, yet the advice people receive is rarely coordinated. This panel brings together two elder law attorneys, a home care specialist, and an auction house professional to explore these transitions.  They'll cover important legal documents and planning techniques, including crisis planning, what setting up care at home really involves, and how to handle belongings, from household items to heirlooms.

Brian Miller, Esq., CELA®, Partner, Littman Krooks, LLP >>View Bio
Samantha Lyons, Esq., Partner, Enea, Scanlan & Sirignano, LLP >>View Bio
Jennifer K. Pitman, Senior Vice President and Director of Regions, DOYLE >>View Bio
Andi Hughes, Director of Strategic Partnerships, TrustHouse >>View Bio
Moderator: Joanna C. Feldman, Esq., Partner, Maker, Fragale & Di Costanzo, LLP >>View Bio

12:30 pm—1:30 pm
LUNCH

1:30pm—2:30 pm
KEYNOTE: JUDICIAL ACCOUNTINGS AND SELECT TOPICS: A VIEW FROM THE BENCH

An overview of judicial accountings, issues the accounting clerk most frequently encounters, and select topics that come before the Surrogate—legal fees, self-dealings, may be foreign assets, surcharges.

Hon. Brandon R. Sall, Esq., Surrogate of Westchester County >>View Bio
Tachina Johnson, Court Attorney Referee, Westchester County >>View Bio

2:30 pm—3:00 pm
CLOSING REMARKS/NETWORKING
Estate Planning Council of Westchester County

REGISTRATION FEE

MEMBERS:  $150
NONMEMBERS:  $200
LATE REGISTRATION FEE:  $50
(After November 11, 2026)

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 November 11, 2026. 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
• PENDING - 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

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.