Presentations.
“Women & Wealth: Planning Challenges and Strategies for Female Clients," Oppenheimer & Co. Inc., September 2019.
“Prenups 101,” Moses & Singer LLP CLE Program, January 2019.
“What Therapists Need to Know About Tying and Untying the Knot,” William Alanson White Institute Couples Therapy Training and Education Program, May 2018.
“Untying the Knot: Mat Law 101,” Moses & Singer LLP CLE Program, April 2018.
“It's All About the Benjamins: What Advisors and Their Clients Should Know About the New Tax Act,” Moses & Singer LLP/Marks Paneth LLP Program, March 2018.
“Matrimonial Planning After the TCJA of 2017,” LISI Webinar, February 2018.
“Family Law and Family Dynamics: All About Prenups,” Moses & Singer LLP, October 2017.
“The Gray Divorce: Special Considerations for Divorcing After 50,” Oppenheimer & Co. Inc. CLE Program, September 2017.
“Trusts: Planning and Drafting for Divorce,” Shenkman Law Webinar, June 2017.
“Protecting Trust Assets from Divorce - From Prenups to Self-Settled Trusts,” Anti-Defamation League, May 2017.
“Pre and Post-Nup Clauses to Address Trust Issues,” Shenkman Law Webinar, March 2017.
“Until Death or Divorce Do We Part,” American Bar Association Real Property Trusts and Estates Section Group Call, June 2016.
“Till Death Do Us Part: Marriage, Divorce, Prenups & Estate Administration,” New York State Society of CPAs Trust & Estate Taxation Conference, December 2015.
“‘Til Death or Divorce Do Us Part,” Citrin Cooperman, December 2015.
“‘Til Death or Divorce Do Us Part,” Oppenheimer & Co. Inc., November 2015.
“Everything a Financial Planner Needs to Know About Marriage and Divorce," New York State Society of CPAs Financial Planning Conference, July 2015.
“What To Do Before and After You Say I Do,” AXA Advisors Annual LGBT Summit, June 2015.
“Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning,” Estate Planning Council of New York City, Estate Planners' Day, April 2015.
“Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning,” February 2015.
“Love, Death and Divorce: Integrating Trusts & Estates, Matrimonial Law and Financial Planning,” November 2014.