Document Library

File Name Date Added
Impact of Annuities
Impact of Annuities and Qualified Retirement Accounts on Mediciad Eligibility and Long Term Care Planning.docx (1408K)
 05/06/2015
EPC RC 2016-2017 Membership Application
EPC RC 2016-2017 Membership Application.pdf (19K)
 08/17/2016
Heckerling 2015 - Deener
Heckerling Review 2015 - 2.3.15-C1.PDF (2375K)
 01/29/2015
Estate Planner's Day- Rahilly presentation: More money in your pocket
I. Rahilly - Presentation- More money in your pocket..pdf (616K)
 05/06/2016
NY Estate Tax Changes
RCEPC Presentation NY estate tax.pdf (565K)
 09/08/2014
Estate Planner's Day- Sherman presentation- IRA/ Retirement Plan Distribution Rules 2016
S. Sherman Presentation- IRA- Retirement Plan Distribution Rules 2016.pdf (227K)
 05/04/2016
The Fine Art of Disinheritance.pdf (156K)
 05/15/2014
Estate Planner's Day- Steiner Presentation: Trusts as Beneficiaries of Retirement Benefits
Steiner Presentation- Trusts as beneficiaries of retirement benefits.pdf (3149K)
 05/04/2016
Outline - Tips for Avoiding Estate Litigation (Handout Version) (2).pdf (75K)
 05/15/2014
Estate Planner's Day, Steiner Presentation: IRAs & Roth Conversions
Steiner presentation- IRAs & Roth conversions.pdf (1642K)
 05/04/2016
Multiple Fiduciaries .pdf (95K)
 05/15/2014
Kevin Matz Heckerling 2016
A View from the Audience at Heckerling (2016).pdf (149K)
 02/08/2016
M Parente Fiduciary Income Tax Planning (2).pptx (1071K)
 05/15/2014
EPCRC Membership Application 2015-2016
Estate Planning Council of Rockland County 2014 - 2015 Membership Application.doc (40K)
 08/17/2016
Estate Probate and Administration.pdf (95K)
 05/15/2014
Tim Speiss Presentation
051515FINALSpEAKERFountainview1.doc.docx (52K)
 05/14/2015
C Pronek May 16 presentation (2).pptx (762K)
 05/15/2014
Fountainview Speiss
051515FINALFountainviewSpeiss.docx (45K)
 05/13/2015
Heckerling Review
A View from the Audience at Heckerling (2014).pdf (252K)
 02/11/2014
Understanding Annuities
Understanding Annuities.pdf (856K)
 05/08/2015
EPC of Rockland Application & Renewal
EPC RC 2018-2019 Membership Application.pdf (210K)
 06/08/2018
QLAC Client
QLAC Client.pdf (1122K)
 05/08/2015
2017-2018 RCEPC NEW Membership Application.pdf
EPC RC 2017-2018 Membership Application.pdf (169K)
 12/08/2017
Investment Strategies
Investment Strategies.pdf (595K)
 05/08/2015
2017-2018 Membership Application
2017-2018 RCEPC Membership Application.pdf (218K)
 08/07/2017
CRTs
CRTs.pdf (332K)
 05/08/2015
Exit Planning- A. Karlen, Esq.
Exit Planning- 12.6.2016 (A. Karlen).pdf (467K)
 12/05/2016
Annuity Beneficiary Options
Annuity Beneficiary Options.pdf (364K)
 05/08/2015
G. Rothschild Biography
Rothschild Bio.pdf (9K)
 08/17/2016
Timothy Speiss Pesentation
050515Fountainview1.doc (3).docx (21K)
 05/06/2015
Planning for Non-Resident Aliens
Planning for Non Resident Aliens.pdf (341K)
 08/17/2016
Rockland Estate Planning Day
Rockland Estate Planning Day.docx (13K)
 05/06/2015
Cross Border Estate Planning
Cross Border Estate Planning.pdf (189K)
 08/17/2016