Past Events
Closing the Estate – How is it done?
Speaking Engagement
Central New York Community Foundation – 431 E Fayette St, Syracuse, NY 13202
12:00 pm to 1:00 pm
Mary Anne Cody, Presenter
In this presentation Mary Anne will outline the steps required to close an estate including the preparation of an estate accounting. She will also describe the methods for closing an estate (by judicial decree or informal settlement). In addition, there will be a broad overview of tax filings that may be required to conclude an estate.
CNY Estate Planning Monthly Meeting: Asset Preservation Planning
Speaking Engagement
Central New York Community Foundation Ballroom – 431 E Fayette St, Syracuse, NY 13202
Central New York Estate Planning Council
12:00 pm to 1:00 pm
Ami Longstreet, Presenter
Ami will discuss asset preservation planning, including the Medicaid rules, transfer of assets, look back and penalty periods, the different rules for community based care and institutional care, spousal refusal and crisis planning.
Estate Planning for Non-Married Partners and Single Parents
Speaking Engagement
Mackenzie Hughes LLP – 440 South Warren Street, Suite 400, Syracuse, New York 13202
Central New York Estate Planning Council
11:45 am to 1:30 pm
Jillian McGuire, Presenter
Estate Litigation (and Planning to Avoid It)
Speaking Engagement
Mackenzie Hughes LLP – 440 South Warren Street, Suite 400, Syracuse, New York 13202
Central New York Estate Planning Council
12:00 pm to 1:00 pm
Ryan Emery, Presenter
Syracuse Chapter New York State Society of CPAs – Annual Taxation Conference and A&A Update
Speaking Engagement
Embassy Suites – Syracuse Destiny
Mary Anne Cody will be speaking on Estate Tax updates.
Labor Law Review
Seminar
Drunlins Country Club – Onondaga Room
Mackenzie Hughes labor law attorneys will discuss such issues as dealing with workplace bullies, knowing and understanding your workplace culture, the value of in-house training, enforcing your workplace policies, and providing for an effective reporting mechanism.
Nonprofit Board Governance & Accounting Update
Speaking Engagement
Mackenzie Hughes LLP – 440 South Warren Street, Suite 400, Syracuse, New York 13202
3:00 pm to 5:00 pm
Mary Anne Cody, Presenter
CNY Arts
Capital and CNY Region Bankruptcy Bar Association Annual Meeting 2018
Speaking Engagement
Cooperstown, New York
Anne B. Ruffer will be speaking at this event. The topic of her presentation is “Grandparents, Grand Plans and Unplanned Disasters – The Intersection of Bankruptcy and Elder Law”.
Probate and Administration of Estates
Seminar
Sheraton Syracuse University Hotel
Ami S. Longstreet is a chair of this program. It is from 9:00 am through 5:00 pm on October 3, 2018.
Tax Reform and Your Clients
Speaking Engagement
Crowne Plaza Syracuse
Mary Anne Cody, Presenter
Society of Financial Service Professionals
Planning with your Client’s Retirement and Life Insurance
Speaking Engagement
Genesee Grand Syracuse
Mary Anne Cody, Presenter
NYS Bar Association
Electronic Discovery
Speaking Engagement
Washington, DC
Electronic Discovery: Practical Challenges and Working Models for the Modern Day Mediator, Arbitrator and Litigator
Dean J. DiPilato, Moderator
ABA 20th Annual Spring Conference
Washington Hilton, Washington, DC