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Tuesday, November 10, 2026

When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets

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Estate Planning Council of Tompkins County

ESTATE PLANNING COUNCIL OF TOMPKINS COUNTY

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Leadership

President

Kimberly N. Rothman, JD,. Esq
Bousquet Holstein PLLC
607-273-8500
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Programs

Brooke Reilly
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Membership

Robert J Kawecki, Esq
Bousquet Holstein, PLLC
607-882-2077
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Treasurer

Angela O'Neill, CPF, CLTC®
New Horizon Financial Strategies, LLC
607-275-1275
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Board Member

Vickie Freyleue
American Cancer Society
502-727-3070
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Board Member

Jennifer Green
Tompkins Financial Advisors
607-226-5454
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Board Member

Angie Jackson
Sprague & Jackson
607-273-5322
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Board Member

John Shea, jshea@tompkinsfinancial.com
Tompkins Financial Advisors
6072226306
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Board Member

Matthew C Stoutenburg, CFP®
Cornell Pochily Investment Advisors
607-391-7080
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UPCOMING EVENTS

November 10, 2026

When Beneficiary Designations Go Wrong: Probate vs. Non-Probate Assets

See Event Details

January 12, 2027

2027 Tax Updates

Michelle Flinn, CPA - Sciarabba Walker

See Event Details

February 9, 2027

Topic TBD

TBD

See Event Details

March 9, 2027

Getting the most from our NAEPC membership benefits

Thomas Griffith, Chief Philanthropy Officer, Community Foundation of Central New York

See Event Details

See Full Calendar

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