Events and News

Upcoming Events


  • April 2024 – NJSBA Elder Law Retreat (Asbury Park)
  • May 2024 – ncaCPA Business & Industry Spring Meeting
  • June 2024 – NJCPA Annual Meeting (Atlantic City)
  • July 2024 – NCBA Fiduciary Law Meeting (Kiawah Island, SC)
  • September 2024 – NYSBA Elder Law and T&E Joint Fall Meeting (Canandaigua, NY)

Past Events


  • January 2024 – Heckerling Institute (Orlando)
  • January 2024 – NYSBA Annual Meeting – Sponsoring the T&E Section and the Elder Law Section
  • February 2024 – NCBA Elder Law Symposium (Greensboro
  • November 2023 – Federal Tax Institute of New England (sponsor)
  • November 2023 – ncaCPA Annual Symposium (Greensboro)
  • November 2023 – PBI Estate Law Institute (Philadelphia)
  • September 2023 – OSBA Advanced Probate & Estate Planning Institute  (Columbus)
  • September 2023 – NYSBA T&E Fall Meeting (Lake Placid)
  • July 2023 – NYSBA Elder Law Meeting (Philadelphia)
  • July 2023 – PBI Solo & Small Firm Conference (Bedford Springs)
  • June 2023 – NJCPA Annual Meeting (Atlantic City)
  • June 2023 – OSBA Annual Conference on Wealth Transfer (Columbus)
  • May 2023 – PICPA Annual Meeting (Pittsburgh)
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