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December ADFP Meeting | Modern Family & Modern Issues

Association of Divorce Financial Planners

Monday, December 16, 2019 from 8:30 AM to 10:30 AM (EST)

December ADFP Meeting | Modern Family & Modern Issues

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Ticket Type Sales End Price Fee Quantity
December ADFP Meeting 1d 2h 27m $30.00 $1.51

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Event Details

ADFP GNYM Chapter Meeting December 16th, 2019

 

Please join us at the next breakfast meeting hosted by

Chapter Director - Stacy Francis CFP®, CDFA™, CES™

 

“Modern Family & Modern Issues”

 

 

Speakers: Janis Cowhey and Crystal Levy

 

What is today’s “Modern Family”? Janis and Crystal will discuss some of the unique and complex estate planning needs and opportunities of the Modern Family.

 

In Janis and Crystal’s presentation, you will learn:

  • Recognizing the Modern Family (It is not as obvious as it seems!)
  • What estate planning documents any Modern Family, individual or couple should have in place
  • Legal consequences of not planning
  • Tax planning opportunities available to Modern Families

 

About the Speakers

Janis Cowhey

Janis Cowhey is a Partner in the Marcum’s New York City office. She is a member of its Trusts and Estates Practice Group and the Leader of its Modern Family & LGBT Services Practice Group. Her focus is on complex estate, gift and income tax planning; estate and trust administration; planning for same-sex couples and unmarried couples; individual and fiduciary tax compliance.

 

Ms. Cowhey has developed an expertise in working with domestic partners and non-traditional families including same-sex married couples and unmarried couples. She provides income tax planning as well as tax return compliance. She assists LGBT individuals, couples and families navigate through the complex and rapidly changing tax and legal landscape of estate, gift, and income tax planning.

 

Prior to joining the Firm in 2007, Ms. Cowhey was with a publicly-traded professional services company. She frequently lectures on topics related to estate and gift tax issues; estate planning strategies; and LGBT estate and income tax issues. She has appeared on TV and quoted in print media including the New York Times, as an expert on LGBT issues.

 

 

Crystal Levy

Crystal Levy is a Senior Associate in the Firm’s New York City office. She focuses on estate planning for a wide range of clients from young families to high-net-worth individuals. Additionally, she works closely with fiduciaries through the complete estate/trust administration process.

 

Mrs. Levy also prepares and files the necessary documents relating to corporate matters such as forming, transferring, reorganizing, dissolving and merging Corporations and Limited Liability Companies, as well as the drafting of the shareholder, partnership and operating agreements.

 

In addition, Mrs. Levy has experience in real estate as well as related party transfers for estate planning and gifting purposes. Prior to becoming an attorney, Mrs. Levy began her legal career as a paralegal for 10 years.

Have questions about December ADFP Meeting | Modern Family & Modern Issues? Contact Association of Divorce Financial Planners

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When & Where


Pera Mediterranean Brasserie
303 Madison Avenue
New York, NY 10017

Monday, December 16, 2019 from 8:30 AM to 10:30 AM (EST)


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Organizer

Association of Divorce Financial Planners

The mission of the Association of Divorce Financial Planners (ADFP) is:

-To heighten awareness of the benefits and the added value of divorce financial planning so that it becomes an integral part of the divorce process.
-To encourage knowledgeable and trustworthy financial professionals to enter the field.
-To continuously refine and maintain practice and professional standards of excellence and a strict code of ethics.
-To build professionalism.
-To unify the divorce financial planning profession.

For more information on the ADFP, click here.

  Contact the Organizer

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