Wednesday, March 14, 2018 from 7:45 AM to 10:00 AM EDT
Add to Calendar 


Locust Hill Country Club 
2000 Jefferson Road
Pittsford, NY 14534

Driving Directions 


Diana Barlow 
FPA of Greater Rochester NY 

Please join us on Wednesday, March 14th for our next 2 hour FPA program along with a buffet breakfast at Locust Hill Country Club.  Doors open at 7:45am and class starts at 8:00am. 

Planning Opportunities under the New Estate Tax Law and the Medicaid Rules

presented by David P. Shaffer, Esq., Woods Oviatt Gilman LLP  &     FPA board member/past president

Rumors of the demise of estate tax planning have been greatly exaggerated.  Although the Federal estate tax laws have changed as of January 1, 2018, there are still numberous planning opportunities available on a Federal and State level.  It is critical to understand the distinctions between Federal and State estate/gift tax laws to best serve your clients.  For clients without taxable estates, another primary concern is Medicaid planning and asset protection. 

Come learn more about the new estate tax laws and the importance of State estate tax planning, as well as the continually growing area of Medicaid planning and the related rules and regulations.

This program has been approved for 2 NYS CE, CFP & CPA credits

Register Now! Registration closes on March 11, 2018.  Click above to sign up today!