Jeanne Brutman Presents Live

"Planning for Men and Women the Same Way"

Jeanne Brutman Presents Live:
What Financial Planners Won't Tell You...
One of the Most Common Retirement Mistakes...

Presented at Hudson Valley Estate Planning Council Dinner
Culinary Institute of America
October 15th

 



 

"In-Law Proofing Your Estate Plan"

A Collaborative Event

Moses & Singer and Jeanne Brutman LLC
Love, Death & Divorce - Integrating Trust & Estate, Matrimonial Law & Financial Planning
Carole Bass, Jeanne Brutman and Rebecca Provder

1 NYS CPE Credit Awarded by Jeanne Brutman
Moses & Singer Law Offices, New York, NY
November 13th

 



 

"Personal Guarantees by Owners"

Jeanne Brutman Presents Live:
What to Look for When Buying a Business that May Be Overlooked by Your Professionals

Presented to Flushing Bank
New York, NY
Nov 21st

 



 

"Is Diversification a Sales Pitch or a Strategy?"

Jeanne Brutman Presents Live:
Retirement Planning Mistakes

Presented to Judelson, Giordano & Siegel, CPA, PC
Middletown, NY
Sep 15th

 



 

Remainder Beneficiaries Need Love Too

Jeanne Brutman Presents Live:
Pitfalls of Trustee Administration for their Trustees

Presented to FAE - The Trust & Estate Planning Annual Conference
AllianceBernstein, NYC
December 3rd

 



 

Market Definition of Diversity

Jeanne Brutman Presents Live:
Updated: Retirement Planning Mistakes

Presented to Hudson Valley Estate Planning Council
at St. Mary's College for Estate Planners
October 19th

 



 

Health Care Directives

Jeanne Brutman Presents Live:
Estate Planning Mistakes

Presented to NYSSCPA Hudson Valley Chapter
The Powelton Club, Newburgh, NY
May 7th

 



 

Nepotism

Jeanne Brutman Presents Live:
Mistakes Business Owners Make that Cause Liability for Themselves and Their Professionals

Presented to NYSSCPA's New York cities Small Business Conference
at 40 Wall Street, NYC
December 4th

 



 

Discrimination Is Legal: Section 105 of the Tax Code

Jeanne Brutman Presents Live:
Mistakes Business Owners Make that Cause Liability for Themselves and Their Professionals

Presented for Continuing Education Credit for CPA's
at Regus Suites, NYC
July 22nd

 



 

How to Treat Group Benefits in Estate Planning

A Collaborative Event
Jeanne Brutman, Eric Penzer & Sal Russo Present:
Estate Planning Pitfalls
NYS CLE & CPE Credits Awarded

Presti & Naegele, New York, NY
August 7th

 



 

Business Valuations Are Not a Luxury

Jeanne Brutman Presents Live:
Reasons Not to Buy the Business that Your CPA or Attorney May Not Tell You

Presented for Continuing Education Credit for CPA's
Regus Suites, NYC
May 15th

 



 

Commingling Is Not Always Transparent

A Collaborative Event
Moses & Singer and Jeanne Brutman LLC
Love, Death & Divorce - Integrating Trust & Estate, Matrimonial Law & Financial Planning
Carole Bass, Jeanne Brutman and Rebecca Provder

1 NYS CPE Credit Awarded by Jeanne Brutman
Moses & Singer Law Offices, New York, NY
November 13th

 



 

Every Product Has a Home, Don't Be a Hater

Jeanne Brutman Presents Live:
Financial Planning Mistakes of Closely Held Business Owners

Presented to Foundation for Accounting Education (FAE) - The Closely Held Annual Conference
at New York Bar Association, NYC
July 24th

 



 

Relying Upon Pensions - Federal/State/Corporate

Jeanne Brutman Presents Live:
What Financial Planners Won't Tell You…One of the Most Common Retirement Mistakes…

Presented to Hudson Valley Estate Planning Council
St. Mary's College for Estate Planners
October 15th

 



 

Economy 101: It's Gonna Get Worse Before It Gets Worse

Jeanne Brutman Presents Live:
Retirement Planning Mistakes

Presented to Judelson, Giordano & Siegel, CPA, PC
Middletown, NY
Sep 15th



 

Forgetting still-living parents

Jeanne Brutman Presents Live:
What Financial Planners Won't Tell You...
One of the Most Common Retirement Mistakes...

Presented at Hudson Valley Estate Planning Council Dinner
Culinary Institute of America
October 15th



 

Confusing the Nice Clients is Just Crummey

Jeanne Brutman Presents Live:
Estate Planning Mistakes

Presented to NYSSCPA Hudson Valley Chapter
The Powelton Club, Newburgh, NY
May 7th



 

Getting in Bed with the Seller

Jeanne Brutman Presents Live:
What to Look for When Buying a Business that May Be Overlooked by Your Professionals

Presented to Flushing Bank
New York, NY
Nov 21st



 

Annual Reports Are Not Enough

Jeanne Brutman Presents Live:
Pitfalls of Trustee Administration for their Trustees

Presented to FAE - The Trust & Estate Planning Annual Conference
AllianceBernstein, NYC
December 3rd



 

Not Discussing Roth Conversions

Jeanne Brutman Presents Live:
Updated: Retirement Planning Mistakes

Presented to Hudson Valley Estate Planning Council
at St. Mary's College for Estate Planners
October 19th



 

In Estate Planning, Documentation Mitigates Post-Mortem Conflict

A Collaborative Event
Jeanne Brutman, Eric Penzer & Sal Russo Present:
Estate Planning Pitfalls
NYS CLE & CPE Credits Awarded

Presti & Naegele, New York, NY
August 7th



 

How Does Estate Tax Exemption Portability Impact Divorce Settlements

A Collaborative Event
Moses & Singer and Jeanne Brutman LLC
Love, Death & Divorce - Integrating Trust & Estate, Matrimonial Law & Financial Planning
Carole Bass, Jeanne Brutman and Rebecca Provder

1 NYS CPE Credit Awarded by Jeanne Brutman
Moses & Singer Law Offices, New York, NY
November 13th



 

Using Contemporaries for Your Professionals

Jeanne Brutman Presents Live:
Mistakes Business Owners Make that Cause Liability for Themselves and Their Professionals

 

Presented to NYSSCPA's New York cities Small Business Conference
at 40 Wall Street, NYC
December 4th



 

Using Contemporaries for Your Professionals

Jeanne Brutman Presents Live:
What Financial Planners Won't Tell You…One of the Most Common Retirement Mistakes…

 

Presented to Hudson Valley Estate Planning Council
St. Mary's College for Estate Planners
October 15th
 



 




 

People Forget Stuff & Procrastinate

Jeanne Brutman Presents Live:
Mistakes Business Owners Make that Cause Liability for Themselves and Their Professionals

Presented for Continuing Education Credit for CPA's
at Regus Suites, NYC
July 22nd

 

Buyer Beware: Taxes May Not Go Down in Retirement

Jeanne Brutman Presents Live:
Financial Planning Mistakes of Closely Held Business Owners

Presented to Foundation for Accounting Education (FAE) - The Closely Held Annual Conference
at New York Bar Association, NYC
July 24th

 

Buying Term Insurance Just Until the Kids Are Out of the House

Jeanne Brutman Presents Live:
What Financial Planners Won't Tell You...
One of the Most Common Retirement Mistakes...

Presented at Hudson Valley Estate Planning Council Dinner
Culinary Institute of America
October 15th

 

Intellectual Property Is Worth a Lawsuit"

Jeanne Brutman Presents Live:
Reasons Not to Buy the Business that Your CPA or Attorney May Not Tell You

Presented for Continuing Education Credit for CPA's
Regus Suites, NYC
May 15th

 

Liquidity Is King

Jeanne Brutman Presents Live:
Estate Planning Mistakes

Presented to NYSSCPA Hudson Valley Chapter
The Powelton Club, Newburgh, NY
May 7th


Business Valuations

Jeanne Brutman Presents Live:
What to Look for When Buying a Business that May Be Overlooked by Your Professionals

Presented to Flushing Bank
New York, NY
Nov 21st
 


 

 



 




 

With Family Trust, the More Witnesses the Better

Jeanne Brutman Presents Live:
Pitfalls of Trustee Administration for their Trustees

Presented to FAE - The Trust & Estate Planning Annual Conference
AllianceBernstein, NYC
December 3rd

 



 


Entitlement Programs Are Killing State Budgets

Jeanne Brutman Presents Live:
Updated: Retirement Planning Mistakes

Presented to Hudson Valley Estate Planning Council
at St. Mary's College for Estate Planners
October 19th

 



 


Retirement Planning Mistakes

A Collaborative Event
Jeanne Brutman, Eric Penzer & Sal Russo Present:
Estate Planning Pitfalls
NYS CLE & CPE Credits Awarded

Presti & Naegele, New York, NY

August 7th



 


Retirement Planning Mistakes

Presented to Judelson, Giordano & Siegel, CPA, PC Middletown, NY
Sep 15th

Moses & Singer Law Offices, New York, NY
November 13th
 



 


"Discretionary Is Defined by the Court in Divorce"

A Collaborative Event
Moses & Singer and Jeanne Brutman LLC
Love, Death & Divorce - Integrating Trust & Estate, Matrimonial Law & Financial Planning
Carole Bass, Jeanne Brutman and Rebecca Provider

1 NYS CPE Credit Awarded by Jeanne Brutman

Moses & Singer Law Offices, New York, NY
November 13th
 



 







 

Mistakes Business Owners Make that Cause Liability for Themselves and Their Professionals

Buy-Sell Agreements

Presented to NYSSCPA's New York cities Small Business Conference at 40 Wall Street, NYC
December 4th

 


"Doing It Yourself: Not Using a Financial Planner"

What Financial Planners Won't Tell You…One of the Most Common Retirement Mistakes…

Presented to Hudson Valley Estate Planning Council St. Mary's College for Estate Planners
October 15th

 


"Company Retirement Plans: Not So Straightforward "

Mistakes Business Owners Make that Cause Liability for Themselves and Their Professionals

Presented for Continuing Education Credit for CPA's at Regus Suites, NYC
July 22nd

 


"Paying for College before Locking up Retirement Savings"

What Financial Planners Won't Tell You... One of the Most Common Retirement Mistakes...

Presented at HUdson Valley Estate Planning Council Dinner Culinary Institute of America
October 15th


 


"Is It Really Irrevocable?"

Estate Planning Mistakes

Presented to NYSSCPA Hudson Valley Chapter
The Powelton Club, Newburgh, NY, May 7th


 


"Intellectual Property"

What to Look for When Buying a Business that May Be Overlooked by Your Professionals

Presented to Flushing Bank
New York, NY, Nov 21st


 


"Look Out, Audits Below!"

Reasons Not to Buy the Business that Your CPA or Attorney May Not Tell You

Presented for Continuing Education Credit for CPA's Regus Suites, NYC
May 15th


 


"Debt on Real Estate after Age 60"

Updated: Retirement Planning Mistakes

Presented to Hudson Valley Estate Planning Council at St. Mary's College for Estate Planners
October 19th


 


 



 


 


 

"The Difference Between an Executor & Trustee: A Decade Here, a Decade There"

Pitfalls of Trustee Administration for their Trustees

Presented to FAE - The Trust & Estate Planning Annual Conference
AllianceBernstein, NYC, December 3rd


 


 

"Patriotism with a Healthy Dose of Skepticism"

Retirement Planning Mistakes

Presented to Judelson, Giordano & Siegel, CPA, PC
Middletown, NY, Sep 15th



 

"NYS Raised the Death Tax Exemption...or Did They?"

Jeanne Brutman, Eric Penzer & Sal Russo Present:
Estate Planning Pitfalls NYS CLE & CPE Credits Awarded

Presti & Naegele, New York, NY August 8th



 



 


 

"How to Structure Life Insurance in a Pre-Nup or Post-Divorce Situation"

Love, Death & Divorce - Integrating Trust & Estate, Matrimonial Law & Financial Planning
Carole Bass, Jeanne Brutman and Rebecca Provder

1 NYS CPE Credit Awarded by Jeanne Brutman
Moses & Singer Law Offices, New York, NY November 13th



 



 

"The Value of Going One Extra Step"

Mistakes Business Owners Make that Cause Liability for Themselves and Their Professionals

Presented to NYSSCPA's New York cities Small Business Conference, 40 Wall St. New York, NY - Dec 4th


 

;

"Retirement Plans on Steroids"
 
Retirement Planning Mistakes
Presented to Judelson, Giordano & Siegel, CPA, PC, Middletown, NY - Sep 15th

"Social Media"
 
What to Look for When Buying a Business that May Be Overlooked by Your Professionals
Presented to Flushing Bank, New York, NY - Nov 21st

"Child Support & Child Care Architecture"

A Collaborative Event:  Moses & Singer and Jeanne Brutman LLC
Love, Death & Divorce - Integrating Trust & Estate, Matrimonial Law & Financial Planning
Carole Bass, Jeanne Brutman and Rebecca Provder
1 NYS CPE Credit Awarded by Jeanne Brutman
Moses & Singer Law Offices, New York, NY - November 13th


 

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