Seminarqualifies you

for3.5 CLE credits3.5 CPE credits

DEC. 9 • 8AM – 2PMA SEMINAR FOR LEGAL, ACCOUNTING

AND FINANCIAL PLANNING PROFESSIONALS

Keynote Speaker: Sen. Charles SchumerAll proceeds to benefit the Capuchin Food Pantries Ministry

Capuchin Food Pantries Ministry210 West 31st StreetNew York,NY 10001-2876

FINANCIAL TOOLS FOR ESTATE & TRUST PLANNINGREGISTRATION FORM

COST: $95 per attendee

SEATING IS LIMITED - REGISTER NOW! Pre-registration for this event is required. No walk-ins will beaccepted.To register, complete the form below and mail in the enclosed return envelope, or fax to: 212-563-5120.Or, to register by phone, call 1-866-363-5917, ext.263.

❒ Please register the following individuals to attend this seminar:

Name____________________________________________

Name____________________________________________

Name____________________________________________

Name____________________________________________

Name____________________________________________

❒ I have enclosed a check made out to the Capuchin Food Pantries Ministry covering $95 per attendee listed above.

❒ My check also includes an additional contribution of $ ___________ to the Capuchin Food Pantries Ministry.

❒ Please charge my ❒ Visa ❒ MasterCard ❒ American Express a total of $95 per attendee listed above.

❒ Please also charge an additional contribution of $ ___________ to the Capuchin Food Pantries Ministry.

Card # ________________________ Exp. date ______________

ALL REGISTRATIONS MUST BE RECEIVED BY DECEMBER 3.

Firm____________________________________________

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Wills & EstatesView from the Bench:Judge John M. Czygier, Jr., SurrogateSuffolk County Surrogate’s Court Judge Czygier was nominated by Governor Pataki to fill a vacan-cy in the Suffolk County Surrogate’s Court in April 2001, andwon election to a full 10-year term in November 2001. He hasbeen engaged in private law practice in the County since 1975,and previously served as a Court Examiner in the First andSecond Departments,a guardian ad litem,and as counsel for theSuffolk County Public Administrator.

Do not miss this valuable opportunity to learn about the latest techniques and trends in estate planningand charitable giving from a wide range of recognized experts.You will also have ample opportunity tonetwork and share ideas with your fellow legal, accounting and financial planning professionals.

FINANCIAL TOOLS FOR ESTATE & TRUST PLANNINGA seminar sponsored by The Capuchin Franciscans of the Province of St. Mary

Tuesday, December 9 • 8 AM - 2 PM

Yale Club of New York City50 Vanderbilt Avenue (between 44th & 45th Streets)

Seminar qualifies you for3.5 CLE credits • 3.5 CPE credits

Cost: $95Proceeds to benefit the Capuchin Food Pantries Ministry

Keynote Speaker at Networking Luncheon:U.S. Senator Charles E. SchumerA tireless fighter for New York through three terms in the State Assembly and 20 years in Congress,Senator Schumer has made improving the state’s economy his top priority since joining the Senate.Among numerous initiatives, his Group of 35 developed a comprehensive plan to address New YorkCity’s long-term economic needs by adding 60,000 new square feet of needed office space to accom-modate 300,000 new jobs over the next 20 years.

Moderated By:William Savino, Esq.

Rivkin Radler LLP

Mr. Savino is the managing partner of Rivkin Radler LLP and chairman of its Executive Committee. He is a member of thefirm’s Litigation Practice Group. He also serves as President of the Nassau County Bar Association.

Program to include:

Invocation/GreetingFather Francis Gasparik, OFM, CAP

Capuchin Order

Non-Tax Estate Planning: IssuesRelevant to Surrogate’s Court PracticeView From The Bench:Judge John B. Riordan, SurrogateNassau County Surrogate’s CourtJudge Riordan began his career in 1969, after working as a taxaccountant.He was twice elected to the Nassau County DistrictCourt and in 2000 was elected to a 10-year term as Judge of theNassau County Surrogate’s Court.

Planning for Charitable GivingBernard Feigen, Esq.Partner, Rivkin Radler LLPA partner in the firm’s Trusts, Estates and Taxation Practice Group,Mr.Feigen is involved in all aspects of income tax and estate taxplanning and litigation and valuation of closely-held businesses.

Tax Implications of Planned GivingJohn Buhagiar, CPA Tax Principal, Grassi & Co, CPAs, P.C.Mr. Buhagiar has over 16 years of experience providing expertadvice in tax planning, strategy development, compliance andnegotiations to a wide range of business owners and CFO’s.

Advising with Confidence: Using Stochastic Analysis to Advise ClientsKevin J. Foley,Wealth StrategistTerence D. Condren, Director of Financial Planning &Wealth Strategies Group, Fleet BankMr. Foley and Mr. Condren will discuss proprietary mathemati-cal tools that can be used to assess the probability of meeting aclient’s income and estate planning goals over a long period oftime given available assets and how they are allocated for investment.

Pensions and Retirement PlanningAndrew Stone, CFMRainey MillerFinancial Advisors, Merrill LynchMr. Stone and Ms. Miller apply diverse experience to meet theinvestment goals of their clients.Mr.Stone developed a healthcaredistribution company as a start-up and took it public, in 1983, atthe age of 26,earning selection as an Ernst & Young Entrepreneurof the Year. Ms. Miller draws from her competitive athletic back-ground to develop disciplined investment plans focused on results.

Are FLP’s Dead: Can Family LimitedPartnerships Still Be Used? Scott Eisenmesser, Esq.Partner, Rivkin Radler LLPA partner in the firm’s Trusts, Estates and Taxation PracticeGroup, Mr. Eisenmesser’s practice focuses on complex estateplanning, trust and estate administration, elder law planningand other tax matters. He is also a CPA and has lectured tonumerous groups about these and other topics.

A networking luncheon will follow, sponsored by: