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PREPARE FOR YOUR MEETING
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Estate Planning Organizer: Single
Estate Planning Organizer: Married
Couples & Domestic Partnerships
THINGS TO REMEMBER
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Keep It Together!
Tips to Get Organized
WEBCAST SERIES
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Estate Planning
What Is Estate Planning?
Estate Planning's Basic Steps
The Estate Planning Team
Data Gathering and Estate Planning
Health Care Proxy In Estate Planning
Living Will in Estate Planning
Power of Attorney in Estate Planning, Part 1
Power of Attorney in Estate Planning, Part 2
An Estate Taxes Primer
Estate Distribution, Part 1
Estate Distribution, Part 2
Estate Distribution, Part 3
Protecting Special Needs Beneficiaries
Long Term Care Planning, Part 1
Long Term Care Planning, Part 2
Long Term Care Planning: The Home, Part 1
Long Term Care Planning: The Home, Part 2
Long Term Care Planning: The Home, Part 3
Estate Administration
Probate Assets vs Non-Probate Assets
The Probate Process
Intestate Administration
Estate Creditors
Timing of Distributions
Delays in Estate Administration
Income Taxes
Exempt Property & Small Estate Proceedings
Charitable Beneficiaries
Choice of Entity
Introduction to Entity Formation
Ease of Formation
Control & Management
Liability Protection
Income Tax on Operations
Other Tax Issues
Jurisdiction
CPA Academy
Exploring The CPA'S Expanding Role In A Client’s Tax and Financial Planning
Estate Planning Strategies For Medium and High Net Worth Clients Post-TCJA
Tax Efficient Charitable Giving Strategies
PROFESSIONAL AND
COMMUNITY ORGANIZATIONS
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ESTATE PLANNING
National Association of Estate Planners & Councils
Estate Planning Council of Eastern New York, Inc.
Legal Aid Society of Northeastern New York
U.S. Department of Veterans Affairs
ELDER CARE
National Academy of Elder Law Attorneys
The Official U.S. Government Site for Medicaid
The Official U.S. Government Site for Medicare
Alzheimer’s Association
New York State Office for the Aging
New York State Guardianship Basics
ESTATE ADMINISTRATION
NYS Surrogate’s Court (Courts outside New York City)
BUSINESS RESOURCES
U.S. Small Business Administration
U.S. Small Business Administration Office of Veterans Business Development
National Federation of Independent Business
Women’s Business Development Center
TAX
Internal Revenue Service
AICPA
New York State Society of Enrolled Agents
New York State Society of CPAs
BAR ASSOCIATIONS
American Bar Association
New York State Bar Association
Albany County Bar Association
Schenectady County Bar Association
CHAMBERS OF COMMERCE
Bethlehem Chamber of Commerce
Capital Region Chamber
Colonie Chamber of Commerce
Otsego County Chamber of Commerce
Rensselaer County Regional Chamber of Commerce
The Saratoga County Chamber
The Chamber of Southern Saratoga County
Schoharie County Chamber
FINANCIAL PLANNING
Financial Planning Association of Northeastern New York
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