Lift tickets, breakfast and lunch provided.
Lifts open from 8:45am to 4:15pm
Click here for directions.
Additional Services:
Guests can rent ski or snowboard equipment, as well as book private, semi-private and children lessons at an additional cost.
See details here. (a 20% discount off listed prices applies for our event –do not book online, let us know directly)
Feel free to invite relatives, friends and colleagues.
PLEASE notify us if you or anyone in your party will need to book a lesson or rent equipment, so we can coordinate with the resort and make sure they are properly staffed.
Our sponsors will be providing food, beverage and educational component:
Putnam Investments | Active Insights: Global Economy and Equity Markets
Equable Shares | Equable Shares: Hedging Specialists
Nuveen | Municipal Market Update
First Trust | Tums in the Road: Navigating Through Transitions
*No alcoholic beverages purchased by event organizers and/or sponsors before 4pm (guests can purchase on their own before that).
RSVP Here
Join us for a discussion with John Stoltzfus and Ari Wald.
January 30, 2025
5:30pm Reception
6:00 - 7:00pm Discussion
Oppenheimer & Co. Inc.
Chrysler East Building
666 Third Avenue, 13th Floor
Meet the Speakers and Moderator
John Stoltzfus | Chief Investment Strategist
Oppenheimer Asset Management Inc.
Ari Wald | Head of Technical Analysis
Oppenheimer & Co. Inc.
Nick Siconolfi | Moderator | Director of National Sales
Oppenheimer & Co. Inc.
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Unfortunately, some trusts, even where the administrative and dispositive provisions are well-designed, fail to operate as intended because the Trustee lacks the ability to be an effective fiduciary. The Trustee’s problems may result from his or her having insufficient trust administration expertise and/or a confrontational attitude towards one or more of the beneficiaries. Depending on the nature and extent of the Trustee’s shortcomings, resolving the situation may prove difficult. Considerations to be discussed in this teleconference include:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Powers of attorney are among the most important estate planning documents for many of our clients. With more people today anticipating or actually grappling with diminished capacity, the assets comprising our clients’ wealth may be under the control of an agent for an extended period of time. It is important, therefore, that estate planning professionals ensure that each power of attorney is carefully designed to meet the client’s individual purposes and that its acceptance by third parties is optimized. The following critical issues will be discussed during this teleconference:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
After the dust has settled, trust beneficiaries who may think they just won the lottery are sometimes surprised to discover that their position in the trust relationship may be less advantageous than they envisioned. Beneficiaries sometimes must take affirmative steps to enforce their rights and may find that their complaints regarding trust administration are determined not to be justified. Further, in some instances, a beneficiary may be required to account for and return distributions that should not have been made. We’ll address the following themes during this teleconference:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
We must be able to handle the estate planning needs of twenty-first century clients, whether they are children or grandchildren of our established clients or new clients who have already accumulated wealth or are on a trajectory to do so. Some of today’s clients adhere to values and live in ways not commonly recognized or understood in society just a few decades ago. Estate planning for these clients may involve considerations and require approaches that are unique relative to our experience with “traditional” or older clients. We’ll explore the following:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
The idea of bringing trust administration to a conclusion may seem to the Trustee like a relief – and, in many respects, it is. However, terminating a trust isn’t nearly as simple as merely distributing its assets (and even that may not be so simple) and walking away. Numerous details must be successfully navigated along the way, and, if they aren’t, unhappy benefi ciaries will ensure sleepless nights for the Trustee. In this presentation, we’ll delve into the following:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Estate planners and those who administer estates and trusts must frequently adapt to changes in our profession, including evolving ethics-based concerns. We cannot be focused only on our traditional ethics obligations owed to clients and former clients. Many other ethics issues, some of which were never or seldom thought about by estate planning and estate and trust administration practitioners in earlier generations, now arise with increasing frequency. These include:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
ESTEL AMERICA Inc.
8 W 40th Street | 7th Floor
New York, NY 10018
Guest Speaker:
Space is limited. To confirm your attendance, please RSVP below:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Marriage dissolution, and the fi nancial obligations that often fl ow from it, has become so prevalent that a client’s planning for this possibility is sometimes nearly as important as his or her core estate planning instruments. Thus, marital agreements, especially among those who have been through divorce, are becoming a foundational component of some clients’ fi nancial security. These agreements must be closely coordinated with the client’s estate plan. Of frequent concern in this area are:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Topics include:
Guest Speaker:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
The roles of beneficiary and fiduciary by their inherent nature have the potential to engender conflict. Over recent decades, this con¬flict has been exacerbated by increasing demands of beneficiaries and expanded theories of fiduciary liability – flowing in part simply from the more litigious nature of society and in part from changes in trust law generally tilting toward enhancing the rights of benefi¬ciaries. This teleconference will address the following themes:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
A disclaimer (otherwise known as a renunciation) is nothing more than an unqualified, irrevocable refusal to accept a transfer of property from another person. That simple definition, however, overlooks the complexities associated with the many different tax and nontax contexts in which the making of a disclaimer might be considered and what its results may be. In this session, we’ll closely examine many aspects of disclaimers, including:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
There’s a wide variety of fiduciary income tax laws among the states. In fact, many states have no fiduciary income tax at all or have a fiduciary income tax regime that is easily avoided. Given these facts, and considering our mobile society, estate planning professionals need to be conversant with how to structure estate planning vehicles and transactions to minimize state income taxes. Many factors, sometimes leading to conflicting results in, or tax being imposed by, multiple states, must be taken into account. During this teleconference, we’ll discuss the following:
Lift tickets, breakfast and lunch provided.
Lifts open from 8:45am to 4:15pm
Click here for directions.
Additional Services:
Guests can rent ski or snowboard equipment, as well as book private, semi-private and children lessons at an additional cost.
See details here.
(a 20% discount off listed prices applies for our event –do not book online, let us know directly)
Feel free to invite relatives, friends and colleagues.
PLEASE notify us if you or anyone in your party will need to book a lesson or rent equipment, so we can coordinate with the resort and make sure they are properly staffed.
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
The Tax Cuts and Jobs Act brought historically high estate and gift tax exemptions. With the seemingly inevitable “sunset” of the Act looming on the horizon, spousal lifetime access trusts (“SLATS”) have been widely promoted in recent years as the best “have-your-cake-and-eat-it-too” estate planning strategy out there. In this program, we’ll explore several aspects of the design, creation and administration of a SLAT, including:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
It goes without saying that an estate planning professional must provide competent services to the client. Confronted with an ever-changing legal and regulatory landscape, the estate planner must be vigilant not to allow the quality of his or her representation of clients to deteriorate. Given the plethora of currently available estate planning and post-mortem planning options, the potential for making mistakes may be greater than ever. In this teleconference, we’ll consider:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Decedents sometimes leave an estate plan that creates more problems than it solves. Under the laws of most states, various judicial and nonjudicial options exist with which to repair estate planning defects after-the-fact. It is important to our practices that we have a comprehensive understanding of the following potential solutions:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Directed trusts, largely unknown in the United States just a few decades ago, are becoming quite common. Many states have adopted statutes to establish a framework for the operation of directed trusts, and courts are sometimes called upon to resolve messy disputes among trust protectors, Trustees and beneficiaries. We’ll discuss the unique drafting challenges, liability risks and other issues that arise in connection with directed trusts, including:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Planning to avoid, or at least minimize, gift and estate taxes can be daunting. That statement has never been more true than it is in 2023. The IRS often challenges tax benefits claimed by taxpayers implementing new or revised estate planning techniques and strategies and sometimes even formulates new theories by which to undermine or eliminate more traditional tax planning approaches. This teleconference will focus on the following:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Amazing advances in medical science have given people the prospect of ever-increasing longevity. The accompanying difficulty, however, is that folks living to an advanced age face a greater possibility of becoming disabled before death. Estate planners must contend with a unique, additional layer of complexity in representing clients who are getting older and whose acuity may be waning or who have an intended beneficiary who is disabled. We’ll review the following issues and challenges that are of particular interest and relevance in this context:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
As of August 2022, in the 20 years since Kansas became the first state to enact the Uniform Trust Code, 34 more states, plus the District of Columbia, have enacted it. Additionally, several states that have not enacted the UTC have adopted portions of it or have modeled some of their trust laws on it. Thus, it can fairly be said that the UTC has become highly influential in the development of trust law nationally. A statutory compilation of such stature periodically deserves a thorough review. We’ll examine some of the most important aspects of the UTC, including:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Not all charges of breaches of professional ethics result from consciously attempting to cut corners, take advantage of a situation, extract excessive fees or treat someone unfairly. In fact, an ethics complaint may arise out of facts showing the respondent was striving to provide a laudatory level of service. During this program, we’ll address issues that may develop from:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Some estate planning clients have needs or desires that transcend the ordinary. They could have intended beneficiaries with unusual characteristics or in difficult circumstances. They may require holding assets in trust that would not only not be typical trust investments but may be a real challenge for a fiduciary to hold and administer. For these folks, a standard, “off-the-shelf” Will, trust instrument and durable power of attorney will not suffice. In this teleconference, we’ll take a close look at the following:
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
A large segment of the estate planning industry has evolved from focusing primarily on estate tax deferral and minimization to non-tax planning. Today, many clients whose estates used to be in the category of taxable are now concentrating more on other matters, such as not making their children too rich too soon, protection of assets from claims of creditors and soon-to-be ex-spouses and selection of Trustees.
During this session, we’ll review:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
The current tax and estate planning environment requires particular attention to income tax issues that arise in formulating an efficient and effective estate plan as well as in trust and estate administration. Estate planning professionals need to have expertise not only in designing a plan that can minimize trust-level income taxes and achieve estate tax-free basis step-up at a trust beneficiary’s death but also in the following areas, which will be covered in this teleconference:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Location:
Avra Madison Estiatorio
14 E 60th St
New York, NY 10022
Speakers & Topics:
John Stoltzfus
Chief Investment Strategist, Oppenheimer Asset Management Inc.
How to Manage Risk and Expectations Given the Current Economy and Financial Market Conditions?
Stephen May, CIMA®
Vice President, Capital Group
What are the Investment Themes to Focus on for 2030?
Hosted by:
Petar Arizanov, CFP®
Executive Director - Investments
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
It’s possible to have a superb estate plan in concept, including state-of-the-art estate planning documents, only to have defective fiduciary administration cause components of the plan to short circuit or, in some cases, cause the whole plan to explode in flames. The results may range from loss of expected tax status or benefits to diversion of trust assets. In this session, we’ll consider the importance of:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
Lift tickets, breakfast and lunch provided.
Lifts open from 8:45am to 4:15pm
Click here for directions.
Additional Services:
Guests can rent ski or snowboard equipment, as well as book private, semi-private and children lessons at an additional cost.
See details here.
(a 20% discount off listed prices applies for our event –do not book online, let us know directly)
Feel free to invite relatives, friends and colleagues.
PLEASE notify us if you or anyone in your party will need to book a lesson or rent equipment, so we can coordinate with the resort and make sure they are properly staffed.
Location:
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor
New York, NY 10017
Among the most useful tools at an estate planner's disposal is a power of appointment. There's an almost infinite variety of powers of appointment and they can be used to accomplish numerous important tax and non-tax estate planning objectives. In addition, powers of appointment may have significant and sometimes surprising tax consequences. In this presentation, we'll examine numerous aspects of powers of appointment, including:
To ensure you enjoy lunch and a seat we recommend you arrive by 12:30 PM
You are invited to join our private event with select clients, partners, and advisors to hear more about this opportunity to expand your existing business lines and develop additional recurring revenue sources through access to a top-tier financial firm.
Oppenheimer & Co. Inc.
666 3rd Avenue, 13th Floor | New York, NY 10017
or Via Webex
Hosted by Petar Arizanov, Executive Director - Investments and
Daniel Stahlie, Senior Director - Investments
Lift tickets, breakfast, and lunch provided
Date: Thursday, October 22, 2020 | 5:00PM ET
A Virtual Meeting with John Stoltzfus, Chief Investment Strategist, Oppenheimer Asset Management Inc. to discuss four possible election scenarios and their likely impact on equity markets.
Thu, May 28, 2020 | 1:00 PM - 3:30 PM EDT
Third Annual TetherView Cyber Security Summit
March 24, 2020
Powers of Attorney: Not a Walk in the Park
May 26, 2020
The Relationship Among Trust Beneficiaries and Trustees, the IRS and the Courts
June 23, 2020
Ethics-Based Obligations in Specific Client Engagements
July 21, 2020
Maximizing Flexibility With Powers of Appointment
August 25, 2020
Picking Up the Pieces: Post-Divorce Planning
September 22, 2020
Moving the Needle With Your Clients’ Retirement Asset Planning
October 20, 2020
Contemporary Challenges in Trust Administration
November 17, 2020
Essential Asset Protection Planning
December 15, 2020
Conflicts of Interest Issues Facing Estate Planning Professionals
Tuesday April 28, 2020 | 11:30am - 12:30pm EDT
The Current State of Affairs and Thoughts on Re-Entry
Hosted by Petar Arizanov, Executive Director - Investments and
Daniel Stahlie, Senior Director - Investments
Thursday, March 5, 2020
8:45AM to 4:15PM: Lift open
Lift tickets, breakfast, and lunch provided
Thursday, March 11, 2021 | 5:30 pm ET
Leonardo Vittini - Sales Director - First Eagle Investment Management, LLC
Medicare is key to affordable health care access for most Americans, and the benefits it provides should be factored into any comprehensive investment planning strategy. First Eagle’s seminar can help guide you through the essentials of Medicare, including:
Thursday February 25 | 5:30 pm ET
Justin Campeau - Kayne Anderson - Portfolio Manager
Jos Shaver - Electron - Portfolio Manager
Thursday January 21 | 5:30 pm
A conversation with John Stoltzfus on
Covid, Congress and the Capital Markets