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February 15, 2017 Morning Seminars and Luncheon Presentation
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Join at Bernstein Private Wealth Management for concurrent morning seminars (Nuts & Bolts and Advanced) and a luncheon presentation on February 15, 2017! Registration is open until 12pm EST on Thursday, February 9th, 2017.

2/15/2017
When: Wednesday, February 15, 2017
10:00 AM
Where: Bernstein Private Wealth Management
1345 Avenue of the Americas
41st Floor
New York, New York  10105
United States
Contact: PPGGNY
781-205-9383


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Important: As this is a secure building, all attendees MUST pre-register at least 24 hours in advance and must bring photo ID. On-site registration is NOT available for this event.

Wednesday, February 15th, 2017 at Bernstein Private Wealth Management

Registration Check In 9:30 AM - 10:00 AM Pricing (Member/NonMember)
Morning Seminar: 10:00 AM - 12:00 PM Morning Only $50/$75
Networking 12:00 PM - 12:30 PM Luncheon Only $60/$85
Luncheon Presentation 12:30 PM - 2:00 PM Full Day $110/$160



Thank you to our program venue sponsor, Bernstein Private Wealth Management.

 

Morning Seminar, Nuts & Bolts (10:00 AM - 12:00 PM)

"This Is Your Life: Life Income Gifts - Why?" by Davida Isaacson

This session will provide an introduction to life income gifts and answer the all important questions: Why, What, When, and Where (and add Who to that list). You should come away with a deeper understanding of the gift plans and why you should know the basics as a resource for your donors. This session is eligible for CPE and CFRE credit.

Morning Seminar, Advanced (10:00 AM - 12:00 PM)

"Donations of Complex Assets: Opportunities and Obstacles" by Tracy Green Landauer & Jason D. Navarino

This program will discuss various scenarios in which donations of closely held business interests, real estate Interests and other unusual (non-cash) assets can provide significant benefits to both donor and charitable recipient. We will review technical requirements, common obstacles and other issues to be addressed by the donor and the charity to facilitate a successful non-cash contribution. This session is eligible for CPE, CLE, and CFRE credit.

Luncheon Presentation (12:30 PM - 2:00 PM)

"Family Healthcare: Advance Directives, Long-Term Care, Medicare and Medicaid, Social Security and Other Government Benefits Programs" by Bernard A. Krooks

The presentation will review issues of importance to donors as they age. Mr. Krooks will discuss how donors, with their advisors, properly plan for future healthcare needs and retirement. Various government benefit programs will be discussed, including ways donors may strive to maximize benefits. This session is eligible for CPE, CLE, and CFRE credit.

Financial aid is available for Attorneys and Paralegals pursuing CLE credits. Click here for more information.


 

About Our Speakers

 Davida Isaacson 

Davida is President of Davida Isaacson Consulting Inc. which provides planned giving consulting in the tri-state area. She is a past president of PPGGNY and recipient of the Cloughy award for service to the planned giving community. Davida served on the national board of what was formerly the National Committee for Planned Giving and chaired the research committee. Davida has provided many sessions for PPGGNY over the years and teaches at NYU's Heyman Center for Philanthropy and Fundraising.

 

 

 

 

 

Tracy Green Landauer

Tracy Green Landauer is a partner at Riker Danzig in the Tax and Trusts & Estates Group, resident in the Firm’s New York Office. Ms. Landauer provides ongoing and special issue representation to both new and established private foundations (individual and corporate) and public charities including arts, health, educational, community, literary, research and trade organizations. She also has a considerable background in estate planning and estate administration and her practice includes providing personal estate planning, charitable gift planning and closely-held business succession planning to a broad range of individuals and families.

Ms. Landauer values the long-standing relationships she has with many of her clients. Whether working with the officers and directors of the non-profits she represents or individuals in planning their estates, she listens closely to help her clients prioritize their needs and goals in order to help them implement the best plan for their circumstances. Both new and established non-profits work with her to successfully navigate IRS and state reporting requirements and audits; U.S. tax compliance issues in domestic and international grant-making; unrelated business income, prohibited transactions and operational issues; and compliance with state fundraising/solicitation requirements for print and electronic media. Ms. Landauer’s start-up tax-exempt clients work with her to make tailored, strategic choices on issues of formation, exemption, board governance and policies, and organizational structures. Estate planning clients gain an understanding of the options open to them and work with her to determine which steps to take first for the greatest peace of mind.

Prior to joining Riker Danzig, Ms. Landauer was a partner at Pryor Cashman LLP in their Trusts & Estates group. She has authored several publications in the trusts and estates area.

Thomson Reuters has included Ms. Landauer on its “Super Lawyers” list in Estate & Probate Law since 2012.


Jason D. Navarino

Jason D. Navarino is a Partner in Riker Danzig’s Tax and Corporate Groups. He has considerable experience advising both large and small business clients with respect to structuring and documenting domestic and cross-border mergers and acquisitions and joint ventures in a tax-efficient and tax-compliant manner, forming operating and investment partnerships and limited liability companies, and managing other related tax and corporate matters. Mr. Navarino also counsels nonprofit and tax-exempt organizations with respect to tax, corporate, employment and intellectual property matters.

Mr. Navarino has been named as one of the NJBIZ Forty Under 40 recipients for 2016. The Forty Under 40 awards program celebrates the state’s most accomplished young businessmen and women who have been making headlines in their field and who share a commitment to business growth, professional excellence and to the community. In 2015, Mr. Navarino was named a “New Leader of the Bar” by the New Jersey Law Journal. A high honor, the Law Journal selects for this recognition attorneys in their second decade of practice whose achievements in the workplace and public service involvement distinguish them from their peers. Thomson Reuters has included Mr. Navarino on its Super Lawyers “Rising Star” list since 2014.

Mr. Navarino received his J.D. degree from Yale Law School in 2007, where he was Senior Editor of the Yale Law Journal and Director of the Community and Economic Development Clinic and its Small Business Legal Services program. He received his undergraduate degree, summa cum laude, from the Woodrow Wilson School of Public and International Affairs at Princeton University in 2004. He completed his LL.M. degree in Tax Law at New York University School of Law in May 2013.

Mr. Navarino was elected 2nd Vice Chair of the Tax Section of the New Jersey State Bar Association in 2016. He has been named Chair of the International Taxation Committee of the New Jersey State Bar Association’s Taxation Law Section. His committee will study and provide information on developments in International Tax Law. Mr. Navarino is also a member of the New Jersey Supreme Court Ad Hoc Committee on Attorney Malpractice Insurance, and is President of the New York Future Problem Solving Program, Inc. as well as Secretary of the Future Problem Solving Program of New Jersey, Inc. Mr. Navarino serves as a Trustee of the Valentine Center for Multiple Disabilities, Inc., and is a member of the Legal, Wealth and Tax Advisory Committee of the Community Foundation of New Jersey.

Mr. Navarino served as a Law Clerk to the Honorable Barry T. Albin, Supreme Court of New Jersey. Prior to joining Riker Danzig, he was an associate at Debevoise & Plimpton LLP in New York, and is admitted to practice law in New Jersey and New York.

 

Bernard A. Krooks

Bernard A. Krooks, founding partner of the law firm Littman Krooks LLP, is chair of the firm's Elder Law and Special Needs Department. He is a nationally recognized expert in all aspects of elder law, estate planning and special needs planning. He is immediate past president of the Board of Directors of the Arc of Westchester, the largest agency in Westchester County serving people with intellectual and developmental disabilities and their families.   

 

 

 
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