Wealth Dimensions - December 8, 2016

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  • Wealth Dimensions - December 8, 2016

Talking About Money: Things to consider at year-end and in all your financial conversations.

A presentation and discussion on how to talk about the "M" word – money. The group will participate in an interactive exercise to uncover messages and stigmas around money and wealth that make it difficult to have productive and honest conversations with family members and advisors. Our speakers will present a pro-active approach to planning that highlights defining and clarifying your overall goals and priorities in order to inform and guide your estate planning, tax planning, and make your charitable giving more strategic. Interactive tools as well as technical considerations for planning will be covered.

SPEAKERS

Ellen Smith Israelson
Vice President of Philanthropic Services & CMO of Jewish Communal Fund

Ellen Smith Israelson is the Vice President of Philanthropic Services & CMO of Jewish Communal Fund (JCF), the donor advised fund of the Jewish community. JCF manages approximately $1.5 billion in charitable assets for over 3,300 funds. Ms. Israelson oversees JCF's Marketing & Business Development Group and Client Relations team, and under her leadership assets have grown 36% in the past five years.

Ms. Israelson manages JCF's philanthropic services, including educational resources and individual advising for donors. She spearheads JCF's Private Client Group, helps HNW families be more strategic with their giving, and organizes the NYC Family Office Roundtable. In addition, she developed JCF's Center for Next Generation Philanthropy (CNGP), which provides resources to help teens and young professionals increase their engagement in charitable giving and creates tools to help multi-generational families work collaboratively. Ms. Israelson established the JCF Advisors Network which provides educational resources, CLE/CPE seminars, and networking opportunities to more than 2,000 advisors in law, accounting, wealth management, finance, and family office professionals.  She serves on the national board of Advisors in Philanthropy (AiP), and is a member of NYSSCPAs Family Office Committee and PPGGNY (Philanthropic Planned Giving Group of NY). Previously, she served on the boards of the LI Immigrant Alliance, Council for Prejudice Reduction, and the advisory board of the Holocaust Memorial Center of Nassau County. Ms. Israelson received her MA, as well as a Certificate in Philanthropy and Grant Making, from New York University.

Isabel Miranda
Founding and Managing Partner of Pearlman & Miranda

Isabel Miranda is a founding and managing partner of Pearlman & Miranda, a New York certified Minority and Woman owned enterprise, where her practice focuses on Trust & Estate Law. Before founding Pearlman & Miranda, Isabel was the CEO of Heritage Family Wealth Consulting and the Managing Partner of a solo law practice. Prior to that, she was the Managing Partner of the Trusts & Estates Law practice at DeCotiis, FitzPatrick & Cole. Isabel advises multi-generational families on estate planning, family governance, the administration of their estates and trusts, succession planning for their closely held businesses and charitable planning. Her peers consider her a thought leader on client centered, values based, estate planning. She is currently Treasurer of the Collaboration for Family Flourishing and was a founding member of the Purposeful Planning Institute. Before embarking on her legal career, Ms. Miranda was in trust banking. She managed the trust business at the U.S. Trust Company of New Jersey, and previously headed the domestic personal trust business at Citibank.

Isabel graduated from Fordham University College of Business Administration with a BS cum laude in Economics and Finance and has a JD from St. John's University School of Law.  Isabel is married to Skip Browne and together they have 4 adult children.

Tracy Green Landauer
Partner, Riker Danzig

Tracy Green Landauer, Partner, Riker Danzig

Tracy Green Landauer, a partner in the Firm, has a considerable background in estate planning and estate administration. Her practice includes providing personal estate planning, charitable gift planning and closely-held business succession planning to a broad range of individuals and families. Ms. Landauer also provides ongoing and special issue representation to both new and established private foundations (individual and corporate) and public charities including arts, health, educational, community, literary, research and trade organizations.

Ms. Landauer values the long-standing relationships she has with many of her clients. Whether working with individuals in planning their estates, or with the officers and directors of the non-profits she represents, she listens closely to help her clients prioritize their needs and goals in order to help them implement the best plan for their circumstances. Estate planning clients gain an understanding of the options open to them and work with her to determine which steps to take first for the greatest peace of mind. Ms. Landauer's start-up tax-exempt clients work with her to make tailored, strategic choices on issues of formation, exemption, board governance and policies, and organizational structures. Both new and established non-profits work with her to successfully navigate IRS and state reporting requirements and audits; U.S. tax compliance issues in domestic and international grantmaking; unrelated business income, prohibited transactions and operational issues; and compliance with state fundraising/solicitation requirements for print and electronic media.

Prior to joining Riker Danzig, Ms. Landauer was a partner at Pryor Cashman LLP in their Trusts & Estates group. She has authored several publications in the trusts and estates area.

Thomson Reuters has included Ms. Landauer on its "Super Lawyers" list in Estate & Probate Law since 2012.


Time and Location

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    December 8, 2016

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    8:30 AM - 10:30 AM

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    Marcum LLP
    750 Third Avenue
    11th Floor
    New York, NY 10017



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