Join UJA's Trusts & Estates Group and New York State Society of CPAs virtually for our annual CLE/CPE event and legislative update. Mitchell A. Drossman of Bank of America will discuss formal tax changes in practice, of those yet to come, and the Pass-Through Entity Tax.
Ronni G. Davidowitz, partner, Katten Muchin Rosenman LLP, will present our annual New York legislative update.
You’ll also learn how UJA is playing a major role in rebuilding New York amid the ongoing Covid-19 pandemic.
This program is CLE-accredited for one professional practice credit, for both newly admitted and experienced attorneys, through UJA-Federation of New York.
This program is CPE-accredited for one credit through New York State Society of CPAs (NYSSCPA).
The event will take place at UJA in a large space with flexible seating options. If you can't join us in person, you can join the program virtually. You’ll receive a Zoom link via email closer to the event. We look forward to seeing you!
At this event, all attendees are required to wear a mask in addition to following standard UJA policy, which requires that all event attendees be fully vaccinated against Covid-19. Please bring proof of your Covid-19 vaccination to the event. This event will be held in accordance with applicable laws and regulations, including local, state, and CDC guidelines, to protect the health and welfare of our staff and guests.
At Bank of America, Mitchell A. Drossman works with high-net-worth clients as they pursue their wealth and estate planning goals. He is a fellow in the American College of Trust and Estate Counsel (ACTEC) and has served on various advisory boards and committees. He has presented at many estate planning seminars and served on the Advisory Board of Practical Drafting, a highly regarded estate planning publication.
TRUSTS AND ESTATES GROUP LEADERSHIP
Kevin Matz, Schiff Hardin LLP
Frank Levin, TD Wealth
Hannah Mensch, Ehrenkranz & Ehrenkranz LLP
Nancy Shavel Gabel, Evercore Wealth Management, LLC and Evercore Trust Company, N.A.
Jackie Garrod, Northern Trust
Alex Waxenberg, Fox Rothschild LLP