The council meets seven times a year from September through May. Meetings are on the second Thursday of the month unless otherwise noted.

The views expressed by each speaker are his/her own, and do not represent the views of the Estate Planning Council, its officers, directors, or members. All speakers assume complete responsibility for the accuracy of any information imparted.

2020 September 10 Medicare Plan Considerations

Amanda MacLachlin

  October 8 TBD
  November 12 Delaware Trust Law Advantages

Alyssa Barreiro and David Holstein
Wilmington Trust

2021 January 14 TBD
  February 11 2021 Tax Update

CPAs from Sciarabba Walker

  March 11 TBD
  May 13 TBD
The contents of these web pages, and the web sites to which they link, are provided for general informational purposes and do not constitute any professional or legal advice on specific cases or situations. Anyone wanting specific information about their situation should contact a professional advisor.
Meeting Notes
Lunch at 11:45am. Meeting and presentation 12:00pm - 1:00pm

Tompkins County Public Library, BorgWarner Room, unless otherwise indicated

Provided by CTB Catering
$10 for members
$15 for guests

We ask that if someone would like to attend multiple meetings as a guest that they become a member.


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