Westchester Chapter Meeting May 28, 2015 

 

You're Invited!

...To join us  for the launching of the “new” ADFP Westchester Chapter ~ Feel free to invite allied professionals, colleagues, & friends  to this fun, informative  meeting!

Anne E. Crane, Esq. of Berkowitz, Trager and Trager, 

Estate Planning Attorney Presents:

"Important Estate Planning Financial Issues During Divorce and Avoiding Common Pitfalls"

$25.00 includes a la carte breakfast.  Ruby's Oyster Bar & Bistro is a short walk from the New Haven Line Rye stop & very close to both I-287 and I-95 Exits.  To register click here.

Anne advises clients on estate planning and trust and estate administration, with particular emphasis on achieving the client's specific goals in the most tax efficient manner.  She brings a keen sensitivity to the client's personal concerns and understands that an effective estate plan not only minimizes taxes and provides asset protection, but also promotes family harmony. 

Anne represents high net worth individuals in Connecticut and New York, blending her years of sophisticated tax training and her lifelong interest in psychology to craft estate plans that serve the complex personal, financial and legal needs of her clients.  She strives to become a trusted family advisor.

Anne prepares Wills and trusts of all kinds and advises clients on effective gifting strategies to minimize exposure to estate and gift taxes.  She guides her clients on charitable giving techniques and business succession planning, as well as on the selection of guardians for minor children, executors and trustees.

Anne also works closely with individual and institutional executors and trustees in the administration of estates and trusts, including probate court proceedings, preparation of federal and state death tax returns, responding to tax audits, post-mortem tax planning and the final disposition of estates and trusts. 

Prior to joining Berkowitz, Trager & Trager, Anne was a trusts and estates attorney at Gregory and Adams PC, in Wilton, CT, from 1994 to 2011, an associate at Kelley Drye & Warren, in Stamford, CT, from 1991 to 1994, and an associate in the personal planning department at Simpson Thacher & Bartlett, in NYC, from 1988 to 1991.

Education

• New York University School of Law, JD, cum laude, 1987
• The Order of the Coif
• State University of New York at Binghamton, Harpur College, B.A., History 1978
• Phi Beta Kappa

Bar Admissions

• State of New York, 1988
• State of Connecticut, 1991

Affiliations

• New York and Connecticut Bar Associations
• Estate Planning Council of Lower Fairfield County, Inc.

Contact: aec@bertralaw.com 

Hosted by ADFP Westchester Chapter Chair Cindy Thompson, MBA, CDFA™ | (914) 906-2919 | cindy@divorceplanningsolutions.com

Save the Date!  Next NGNYM Chapter Meeting will be held Thursday, July 23, 2105

Register Now!