Private Wealth Conference

Kevin Matz, Esq., CPA, LLM (taxation), is a partner in the Private Clients, Trusts and Estates Department at the national law firm of ArentFox Schiff LLP, based in its New York City office, where he co-chairs its Family Office Group.  Kevin’s practice is principally devoted to domestic and international estate and tax planning, family office services, estate administration and related litigation. Kevin earned his BS in Accounting from Lehman College (CUNY), his JD from Fordham University School of Law (where he was a Notes & Articles Editor of the Fordham Law Review) and his LLM in Taxation from New York University School of Law. Kevin is currently President of the NYCPA, and is a former chair of both its Estate Planning Committee and its Trust and Estate Administration Committee, the current chair of both the FAE Curriculum Committee and of the NYCPA Professional Liability Insurance Committee, and a past President of the FAE Board of Trustees.  In addition, Kevin is a Fellow of the American College of Trust and Estate Counsel (“ACTEC”), in which connection he is a past Chair of ACTEC’s Business Planning Committee, the current Vice-Chair of its Washington Affairs Committee and a member of ACTEC’s Board of Regents. Kevin is also currently the Treasurer of the Trusts and Estates Law Section of the New York State Bar Association, and the past Chair of the UJA-Federation of New York’s Trusts and Estates Group (for which he was its Honoree at its 2023 Annual Event). Kevin may be contacted at 914-380-2140 or kevin.matz@afslaw.com.

Robert S. Barnett, CPA, Esq., is a founding partner of Capell Barnett Matalon & Schoenfeld LLP, Attorneys at Law. His practice is highly concentrated in the areas of taxation, trusts, estates, corporate and partnership law and charitable planning. His experience includes Surrogate’s Court practice, tax dispute resolution, and Tax Court representation. Mr. Barnett frequently assists clients in structuring financial transactions and charitable gifts. Mr. Barnett applies creative and practical solutions to estate and business planning. He has served on many committees and is a frequent lecturer on numerous aspects of tax and business law. He is an active participant and serves on many professional and charitable boards. Mr. Barnett is a frequent lecturer and writer. His articles and lectures encompass a wide variety of topics, including business succession, estate planning, charitable planning, generation-skipping, stock options, effective strategies for removing tax liens, business taxation, utilization of the marital deduction and partnership elections. Mr. Barnett received his juris doctor in 1986 from Fordham University, where he graduated cum laude and was a member of the Fordham Law Review. He graduated magna cum laude from Hofstra University, where he received his Bachelor’s degree in accounting. Mr. Barnett holds a Master’s degree in taxation as the recipient of the highest dean’s award. Mr. Barnett is admitted to practice law in New York, Virginia and Washington, D.C. Member: • Board of Directors of the Long Island Community Foundation.
• Board of Directors of Nassau Academy of Law
• Professional Advisors Committee of the Long Island Community Foundation
• Professional Advisors Committee of the American Heart Association
• Past Education Committee Chairman NCCPAP
• Past President of the NCCPAP Educational Foundation
• Past President of Nassau Chapter NYSSCPA
• Member of Nassau Academy of Law Advisory Board
• CPA Journal Editorial Review Board, May 2017-2020 Awards:
• 2013 Max Block Distinguished Article Award for Technical Analysis
• November 2016 – Samuel A. Dyckman, Excellence in Education Award
• November 2016 – Leadership in Law Award – Long Island Business News
• May 2017 – Distinguished Service Award – NYSSCPAS – Nassau Chapter
• Dean’s Award in Taxation – Long Island University CW Post
• Fordham Law Review
• Fordham University American Jurisprudence Award – Trusts and Estates

Andrew E. Roth is a partner of Danziger & Markhoff LLP with over 35 years of experience as an ERISA attorney. He is a frequent lecturer in the areas of pension, profit-sharing and employee benefits law. He has substantial experience in designing and implementing qualified plans for business owners that maximize deductible contributions on their behalf. His services include designing, drafting and obtaining IRS qualification for a broad range of defined contribution and defined benefit plans, as well as ensuring their continued compliance with applicable law. He also has substantial experience in connection with prohibited transactions and fiduciary matters. Mr. Roth attended University College of Arts and Science of New York University (BA 1975) and graduated magna cum laude from Brooklyn Law School (JD 1981). Mr. Roth also received an LLM in Taxation from New York University School of Law (1982). He is admitted to practice before the U.S. Tax Court, the Federal District Courts for the Southern and Eastern Districts of New York and is a member of the New York State Bar Association.

Elisa Shevlin Rizzo is the Regional Chief Fiduciary Officer for the East Region of The Northern Trust Company. In that role, she oversees the delivery of fiduciary and advisory services by trust professionals along the East Coast and Florida and provides guidance and advice on fiduciary questions, risk management, trust administration and best practices. Elisa joined Northern Trust in 2017 as Senior Legal Counsel and Senior Fiduciary Officer for the Northeast and has also served as the Regional Chief Fiduciary Officer for The Northern Trust Company of Delaware. Previously, she was Managing Director, Trust Counsel and Director of Estate Administration at Fiduciary Trust Company International. Earlier in her career, Elisa was Counsel at Cummings & Lockwood LLC in Stamford, CT and an associate with Cadwalader, Wickersham & Taft in New York City.

Mitchell A. Drossman is Managing Director and Head of National Wealth Strategies for the Chief Investment Office (CIO) within Bank of America’s Global Wealth & Investment Management (GWIM) division. In this role, Mitchell manages and leads the Wealth Strategies Advisors to provide objective insight to help U.S. Trust, Bank of America Private Wealth Management clients align their financial and estate planning strategies with their goals by integrating the full capabilities of our investment and financial planning services and by utilizing the broad range of Bank of America Corporation and its affiliates. Mitchell works with individuals, families, closely-held family businesses, family offices and institutions in conjunction with their tax and legal advisors to facilitate wealth transfer, business succession (pre-and post-liquidity event strategies), wealth structuring and estate planning needs that are often complex requiring customized analysis and strategies. Prior to joining the Private Bank (formerly U.S. Trust) , Mitchell was an estate planning attorney with the New York City law firm of Proskauer Rose LLP, for approximately nine years. Mr. Drossman holds a Certified Public Accountant designation and was formerly with Ernst & Young, LLP. Mr. Drossman served on the Advisory Board of Practical Drafting, a highly regarded estate planning publication. He has spoken at numerous seminars including various Estate Planning Councils (New York 2015, Greensboro, NC 2013), New York University’s Summer Institute in Taxation (2007 to 2018), Florida Bar Attorney/Trust Officer Conference (2016), Minnesota State Bar Annual Probate & Trust Law Conference (2016), the UJA-Federation of New York’s Annual Estate, Tax and Financial Planning Conference (2011-2013), The College of William & Mary Marshall-Wythe School of Law’s Annual Tax Conference (2010 and 2009), and the ACTEC Annual Meeting (2007). Mr. Drossman has often been quoted in various publications, including The Wall Street Journal, Barron’s, Forbes, BusinessWeek and The New York Times. Mr. Drossman is a Fellow in the American College of Trust and Estate Counsel (ACTEC). Mr. Drossman served as a member of the Association of the Bar of the City of New York (and its Committee on Estate and Gift Taxation, 1996-2000), the New York State Society of CPAs (and served as the Chair of the Committee on Income Taxation of Estates and Trusts), the New York State Bar Association (and its Trusts and Estates Section and Estate Planning Committee), the UJA-Federation’s Trusts and Estates Specialty Group (and served as Chair from 2009-2011), the Museum of Modern Art’s Planned Giving and Advisory Committee and is a member of the Alumni Admissions Board of Brooklyn Law School. Mr. Drossman received his J.D. cum laude from Brooklyn Law School, where he served as Editor of the Law Review. Mitchell does not provide legal or tax advice in his role at Private Bank.

Martin M. Shenkman, CPA, MBA, PFS, AEP (distinguished), JD, is an attorney in private practice in Fort Lee, New Jersey and New York City, New York who focuses his practice on estate and tax planning, planning for closely held businesses, estate administration. He is the author of 42 books and more than 1,000 articles, including for Trusts & Estates Magazine (Editorial Board Member), the CPA Journal, the Matrimonial Strategist, and CCH (Wolter’s Kluwer) where he is co-chair of the Professional Advisory Board. He founded chronicillnessplanning.org, which educates professional advisers on planning for clients with chronic illness and disability and has written books for the Michael J. Fox Foundation for Parkinson’s Research, the National Multiple Sclerosis Society and the COPD Foundation. Mr. Shenkman received a Bachelor of Science from the Warton School, with a concentration in accounting and economics; an MBA from the University of Michigan with a concentration in tax and finance; and a Law degree from Fordham University School of Law. He is admitted to the bar in New York, New Jersey and Washington, D.C.; a CPA practicing in New Jersey, Michigan and New York; and a Registered Investment Adviser in New York and New Jersey.

Marguerite serves as chief operating officer of Wilmington Trust Emerald Family Office & Advisory®, which provides a robust platform of strategic advisory services and solutions for successful executives, entrepreneurs, and their families. The Emerald team guides clients in the creation, implementation, and execution of complex financial, estate, and succession plans. In her role as national director of Family Legacy Strategies for Emerald, Marguerite is responsible for the development and delivery of strategic advice offerings that provide personal wealth planning to high-net-worth individuals and their families through the design and implementation of their estate, business succession, and family legacy plans. She oversees a national team of wealth planners, accountants, and family legacy advisors. Prior to joining Wilmington Trust, Marguerite was an associate in Pricewaterhouse-Coopers’ personal financial services group in their Philadelphia office. She holds a JD and master of laws (LL.M.) in taxation from Villanova University’s Charles Widger School of Law and earned her bachelor’s of science and bachelor’s of arts degrees from the University of Maryland, College Park. Marguerite has been recognized by the American Bankers Association as a member of the 40 Under 40 in Wealth Management, Class of 2021. She has been teaching estate planning at Philadelphia-area law schools and is currently an adjunct professor at Drexel University’s Klein School of Law. Marguerite currently sits on the executive committee of the Anti-Defamation League (ADL)’s Greater Philadelphia regional board and co-chairs their Diversity, Equity, Inclusion and Belonging committee. She is an active member of the education committee, serving as co-chair for the 2023 Philadelphia Youth Leadership Conference Task Force. She previously served as vice chair of the board of directors for WOMEN’S WAY. Marguerite is the Philadelphia Bar Association’s Probate and Trust Section’s liaison to the Board of Governors. She has previously sat on the Probate Section’s Executive Committee and has co-chaired the section’s tax committee.

As part of the Wilmington Trust Emerald Family Office & Advisory® team, Sara creates and facilitates customized family workshops centered around wealth management and behavioral finance to help engage participating family members and prepare them for their future roles in the family. These workshops are designed to assist families with communication, personal legacy planning, wealth transition, and financial education. Sara joined Wilmington Trust in 2017 through M&T Bank’s Management Development Program. She holds a bachelor’s degree in history from Colgate University. Sara is president of M&T Bank’s NYC Women’s Leadership Network (WLN). She is also trained in DiSC® facilitation, a behavioral self assessment tool used to help individuals better understand their communication and leadership style.

As part of the Wilmington Trust Emerald Family Office & Advisory team, Alvina is responsible for wealth planning, family office services, and thought leadership development for Wilmington Trust’s Wealth Management division. She oversees a national team of wealth strategists, family office services professionals, and thought leadership experts, who together, serve as advisors to high-net-worth individuals and families, business owners, entrepreneurs, and foundations. Prior to joining Wilmington Trust, Alvina was a director at Citi Private Bank where she served as an advisor to U.S. and international ultra-high-net-worth clients. Previous to that, she served as a wealth strategist with Credit Suisse Private Wealth and practiced law at Milbank Tweed Hadley & McCloy, LLP. Earlier in her career, she was a consultant for Deloitte Consulting and Scient Corporation. Alvina holds a bachelor’s degree in civil engineering from the University of Virginia where she was a Thomas Jefferson Scholar. She received her JD from the University of Pennsylvania, where she was a member of the Law Review and Order of the Coif. She also holds a Professional Tax Certificate in Estate Planning from New York University School of Law. Alvina has been named as a recipient of the 2021 Outstanding 50 Asian Americans in Business Award by the Asian American Business Development Center. She also has been recognized by Crain’s New York Business as one of their Most Notable Women in Financial Advice in 2020. The honor recognizes leading women executives in New York City for their dedication to excellence in the financial industry and significant professional, civic, and philanthropic contributions. In addition, she was recognized as one of Worth’s Groundbreakers 2020: 50 Women Changing the World. A fellow with the American College of Trust and Estate Counsel, Alvina is a published author and frequent lecturer at leading industry conferences across the country. She has been quoted in the New York Times, Wall Street Journal, Bloomberg, Barron’s, and Business Insider. She is on the Executive Committee of the New York State Bar Association Trust & Estates Section where she is co-chair of the Charitable Committee and serves on the Advisory Board of Trusts & Estates Magazine, a leading professional journal in the industry. She is a member of the Society of Trust and Estate Practitioners (STEP) and Women In America, a professional mentoring group. She is active with the American Bankers Association as a Board member for Wealth Management and Trust and adjunct professor of the Advanced Trust School. She is currently Chair of the New York City Walentas Scholars Program for the University of Virginia. Alvina is bilingual and speaks fluent Chinese-Cantonese and basic Chinese-Mandarin.

Ron Klein, JD, CFE, is Risk Management Counsel at CAMICO, has been with them since the company’s inception in 1986, and has managed the claims department for 20 years. In his current role, he leverages his extensive knowledge and expertise of CPA professional liability issues to help CAMICO policyholders practice sound risk management, which can help them avoid or mitigate claims. He also serves as a resource to CAMICO staff. Although a frequent speaker, and his primary responsibilities include risk management-focused CPE (through both webcasts and speaking events), and developing loss prevention content and tools for policyholders. Educated as an accountant and attorney, Klein holds a BS in Business Administration from Washington University in St. Louis, and a JD from Southwestern University in Los Angeles. Prior to joining CAMICO, he was a Controller, a practicing Attorney, and a Vice President of finance in the real estate syndication industry. He a Certified Fraud Examiner and coauthor of the book, CPA’s Guide to Effective Engagement Letters.

Amy Holzman is the founding member of the Law Offices of Amy Holzman PLLC, a trusts & estates boutique firm established in 1999 comprised of multiple attorneys and paralegals. The firm focuses on estate planning and administration. Ms. Holzman is also counsel to Miller Zeiderman LLP, collaborating on complex prenuptial and postnuptial agreements. Ms. Holzman structures estate and gift tax plans for a wide range of clients. She also represents executors, administrators, trustees and beneficiaries in probate, estate and trust administration. As part of estate planning, her practice focuses on asset protection, marital planning, charitable planning, planning for special needs beneficiaries, and business succession planning. Ms. Holzman has decades of experience in this field and started her career at Debevoise & Plimpton in their trusts & estates group. Ms. Holzman is a Fordham University of Law graduate (Law Review). Post-law school, Ms. Holzman attended New York University School of Law in their LLM program for tax, trusts & estates course work. Ms. Holzman is on the New York City Bar Association, Estate & Gift Tax Committee and a member of the New York State Bar Association. She is also on the board of Savvy Ladies, a nonprofit providing free financial literacy education to women. Ms. Holzman regularly lectures to various groups on an array of estate issues.