SAVE THE DATE
EPC Annual Meeting & Unique Assets

The Strong Museum of Play
Wednesday, May 24, 2023
4:00 – 4:30 Registration
4:30 – 5:30 Programs
5:30 – 6:30 PM Cash Bar

Estate Planning Council of Rochester May Program
Annual Meeting & Unique Asset Program in person only

Please register now to attend the EPC of Rochester Chapter meeting Program "Annual Meeting & Unique Assets" at The Strong Museaum of Play on Wednesday, May 24, 2023, from 4:00 PM - 6:30 PM
Continuing Education Credit is Pending for ALL Disciplines To earn CE credits attendees must Register and attend, staying to the end.

• About the Program
  Nick Wanderman and Phillip L. Burke, Esq. will discuss:
  Art Advisory, antiques & Collectables
  Art Markets Dynamics
  Understanding Pricing for Personal Property & Assets
  Case Study
  Exempt Property under Estates, Powers and Trusts Law Section 5-3.1
  IRS Art Advisory Board
  Firearms
  Non-fungible Tokens
  Miscellaneous Personal Property Issues/Pets
  Questions
  
  Speakers are:

Nick Wanderman
Appraiser
Jack Wanderman & Associates

 And 

Philip L. Burke, Esq. is a Partner and Chair of the firm's Family Wealth and Estate Planning Department. He concentrates his practice in estate planning, charitable giving, estate administration, probate, estate tax law and long term care planning. He works closely with clients and their advisors to develop appropriate estate plans for them and their families, including drafting of Last Wills and Testaments, Revocable and Irrevocable Trusts, Family Limited Partnerships and Limited Liability Companies, Business Succession Documents, Powers of Attorney, Living Wills and Health Care Proxies and other related documents. Mr. Burke is also a firm liaison to Meritas, an international association of law firms, and a member of its Board Of Directors.
Mr. Burke received his J.D. degree from Albany Law School and his B.A. degree with Distinction from Boston University. He is a Fellow of the American College of Trust and Estate Counsel and also a Fellow of the New York State Bar Foundation.
Honors
Named a 2015 "Leader in Law" by the New York Daily Record
Included in the current editions of "Best Lawyers in America" and "Super Lawyers" for his work in the Trusts & Estates field.
Listed in 2007 as one the Top 50 "Super Lawyers" in Upstate New York
Other
Authored many articles and is a frequent lecturer on estate planning and estate tax subjects

REGISTER NOW