Document Library

Document Name Date Added
Understanding Annuities
Understanding Annuities.pdf (856K)
 2015-05-08
Heckerling Review
A View from the Audience at Heckerling (2014).pdf (252K)
 2014-02-11
QLAC Client
QLAC Client.pdf (1122K)
 2015-05-08
Investment Strategies
Investment Strategies.pdf (595K)
 2015-05-08
CRTs
CRTs.pdf (332K)
 2015-05-08
Annuity Beneficiary Options
Annuity Beneficiary Options.pdf (364K)
 2015-05-08
The Estate Planning Council of Rockland Cty. Application
EPC RC 2019-2020 Renewal Membership Application Corrected.pdf (93K)
 2019-08-21
Timothy Speiss Pesentation
050515Fountainview1.doc (3).docx (21K)
 2015-05-06
Exit Planning- A. Karlen, Esq.
Exit Planning- 12.6.2016 (A. Karlen).pdf (467K)
 2016-12-05
Rockland Estate Planning Day
Rockland Estate Planning Day.docx (13K)
 2015-05-06
G. Rothschild Biography
Rothschild Bio.pdf (9K)
 2016-08-17
Impact of Annuities
Impact of Annuities and Qualified Retirement Accounts on Mediciad Eligibility and Long Term Care Planning.docx (1408K)
 2015-05-06
Planning for Non-Resident Aliens
Planning for Non Resident Aliens.pdf (341K)
 2016-08-17
Heckerling 2015 - Deener
Heckerling Review 2015 - 2.3.15-C1.PDF (2375K)
 2015-01-29
Cross Border Estate Planning
Cross Border Estate Planning.pdf (189K)
 2016-08-17
NY Estate Tax Changes
RCEPC Presentation NY estate tax.pdf (565K)
 2014-09-08
Estate Planner's Day- Rahilly presentation: More money in your pocket
I. Rahilly - Presentation- More money in your pocket..pdf (616K)
 2016-05-06
The Fine Art of Disinheritance.pdf (156K)
 2014-05-15
Estate Planner's Day- Sherman presentation- IRA/ Retirement Plan Distribution Rules 2016
S. Sherman Presentation- IRA- Retirement Plan Distribution Rules 2016.pdf (227K)
 2016-05-04
Outline - Tips for Avoiding Estate Litigation (Handout Version) (2).pdf (75K)
 2014-05-15
Estate Planner's Day- Steiner Presentation: Trusts as Beneficiaries of Retirement Benefits
Steiner Presentation- Trusts as beneficiaries of retirement benefits.pdf (3149K)
 2016-05-04
Estate Planner's Day, Steiner Presentation: IRAs & Roth Conversions
Steiner presentation- IRAs & Roth conversions.pdf (1642K)
 2016-05-04
Multiple Fiduciaries .pdf (95K)
 2014-05-15
Kevin Matz Heckerling 2016
A View from the Audience at Heckerling (2016).pdf (149K)
 2016-02-08
M Parente Fiduciary Income Tax Planning (2).pptx (1071K)
 2014-05-15
Tim Speiss Presentation
051515FINALSpEAKERFountainview1.doc.docx (52K)
 2015-05-14
Estate Probate and Administration.pdf (95K)
 2014-05-15
Fountainview Speiss
051515FINALFountainviewSpeiss.docx (45K)
 2015-05-13
C Pronek May 16 presentation (2).pptx (762K)
 2014-05-15