Our Professional Advisor Forums | The Long Island Community Foundation
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Our Professional Advisor Forums

Every Spring and Fall, LICF along with the Greentree Foundation in Manhasset, the Long Island Community Foundation organizes CPE and CLE accredited, educational forums for professional advisors that regularly work with us and promote charitable giving. These professionals including lawyers, accountants and financial advisors, can then talk to their clients about the best way to give back to the community – through LICF.

These are some of the topics and speakers featured at these forums

  • Almost All You Need to Know About Powers of Appointment to Make You a Super Estate Planner featuring Jonathan Blattmachr 
  • Opportunities to Zone Out:  what’s all the hoopla about Opportunity Zone Funds with Lou Vhalos of Farrell Fritz 
  • Tax Planning after the Tax Cuts and Jobs Act (TCJA) with Neil Katz of Katz, Smith & Chwat and James Meyer of the Greco Planning Group. 
  • Financial Elder Abuse: A New Landscape after Rooney, Astor, Clark and Redstone.  Lessons learned from these cases, and steps being taken nationwide to stem this epidemic with John Morken of Farrell Fritz and Raymond Radigan of TD Wealth. 
  • Economic Outlook: The Impact of the Mid-Term Elections and Charitable Giving with Alex Dryden, JP Morgan Asset Management. 
  • Stepping-Up CLATS – A Win-Win for Beneficiaries and Charities with Avi Kestenbaum and Mary O’Reilly of Meltzer Lippe 

Want to Attend the Next Forum?