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Estate Planning

 

Committee Members

To view a member's contact information, click on the member's name (for NYSSCPA members only)

NameFirmChapter
Randy Siller
Chair
Siller & Cohen Manhattan/Bronx
Robert S. Barnett
Vice Chair
Capell Barnett Matalon & Schoenfeld Nassau
Marc A. Aaronson First Manhattan CompanyWestchester
Melissa A. Abbott Berdon LLP Manhattan/Bronx
Marlon J. Altoe New York Life Insurance Company Manhattan/Bronx
Morris Antar
 Manhattan/Bronx
Richard H. Bader Janover LLCManhattan/Bronx
David M. Barral Northern TrustManhattan/Bronx
David M. Beck David Beck, CPAManhattan/Bronx
Daniel R. Bernard Twomey Latham Shea Kelley Dubin & Quartararo LLPSuffolk
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About the Estate Planning Committee

Committee Action Plan

Estate Planning provides a discussion forum and dissemination of information to members with respect to specific sections of Internal Revenue Code and related state laws dealing with the transfer tax laws and the planning techniques and strategies available today.

The Estate Planning Committee consists of CPA's who may also be Attorney's, CLU's, ChFC's or PFS's, who practice at the forefront of estate planning in the U.S. today. Our mission is to continue to educate ourselves, or clients and the general public about the transfer tax laws and latest planning techniques and strategies available today.