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News & EVENTS

We are always up to something around here.

EVENTS
Meltzer Lippe Forum Welcomes Rep. Adam Schiff

The Meltzer Lippe Forum hosts Rep. Adam Schiff for an intelligence update: hot spots around the world and the latest on Congressional attitudes towards the Mueller investigation. He is an influential voice in the House on foreign policy, national security, and intelligence issues. He is the highest ranking Democrat on the House Intelligence Committee. If the Democrats regain control of the House, Adam Schiff will likely be Chairman of the Intelligence Committee. Adam Schiff will be at Meltzer Lippe, 190 Willis Avenue, Mineola, NY, to inform us and take questions from 3:00 – 4:30 p.m. on Monday, May 14th. No charge for this event, but seating is limited so reservations are required.

Monday, May 14, 2018
3:00 PM – 4:30 PM

 

Meltzer Lippe – 3rd Floor
190 Willis Avenue
Mineola, NY 11501

Contact Renee Fassano at
(516) 747-0300 Ext. 148 to
reserve your seat or by email
rfassano@meltzerlippe.com.

5th Annual Private Wealth & Taxation Institute June 6-7, 2018

The Private Wealth and Taxation Institute, 2- Day Program conference will highlight the latest developments in the ever changing tax and wealth planning environment and will cover current topics such as Charitable Planning & Impact Under Tax Cuts and Jobs Act 2017, Planning to Sell A Business – A Survey of Legal, Tax and Financial Considerations and more.

Wednesday, June 6, 2018
Thursday, June 7, 2018

Maurice A. Deane School of Law,
Hofstra University
121 Hofstra University
Hempstead, NY 11549

 

The 2nd Annual Empowered Wealth Symposium – Chicago

As estate practitioners, our mission is to provide our clients with an estate plan that maximizes the transfer of wealth to specified heirs in a way that will improve their life courses. But, what if this goal is impossible to meet?  What if, by maximizing the transfer of wealth, we aren’t improving, but instead are diminishing the life courses of our clients and their heirs, as well as deteriorating society in the process? To this end, the more important questions that we seek to analyze are ones that every estate planner should pose to his clients:  Would you prefer to pass as much wealth as possible to your descendants?  Or, would you rather give your heirs the greatest chance of truly being happy, well adjusted, self-fulfilled and successful?

Tuesday, May 15, 2018
7:00 Am – 5:00 PM

Sheraton Chicago O’Hare
6501 Mannheim Road, Rosemont, IL 60018
To register, please click on the link below:
https://empoweredwealth.com/symposium2018/

PPGGNY: Have We Got It All Wrong? Rethinking the Fabric of Estate Planning

As estate practitioners, our mission is to provide our clients with an estate plan that maximizes the transfer of wealth to specified heirs in a way that will improve their life courses. But, what if this goal is impossible to meet?  What if, by maximizing the transfer of wealth, we aren’t improving, but instead are diminishing the life courses of our clients and their heirs, as well as deteriorating society in the process? To this end, the more important questions that we seek to analyze are ones that every estate planner should pose to his clients:  Would you prefer to pass as much wealth as possible to your descendants?  Or, would you rather give your heirs the greatest chance of truly being happy, well adjusted, self-fulfilled and successful?

Monday, May 7, 2018

Convene
117 W 46th Street
New York, NY

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