Breakfast Meeting - Heckerling Institute Recap
Join BCEPC for an informative recap on the 59th Annual Heckerling Institute on Estate Planning. Martyn S. Babitz, Senior Wealth Strategist for BNY Mellon Wealth Management, will cover the recent estate planning developments as well as a summary of the more important sessions during the week-long program.
Marty Babitz of BNY Mellon Wealth Management advises clients on all aspects of family wealth transfer, business succession, philanthropy, and income tax, estate tax, gift tax and generation skipping tax mitigation strategies.
Prior to joining BNY Mellon Wealth Management, Marty was a senior vice president and national director of estate planning for Hawthorn, PNC Family Wealth. Marty previously was a senior wealth planner for Brown Brothers Harriman and PNC Wealth Management. Marty has over thirty-six years experience in wealth management and estate planning, previously as an attorney in private practice with New Jersey based firms McCarter & English and Archer & Greiner focusing on estate planning, tax planning, charitable planning and business succession planning.
BCEPC thanks the sponsor of this meeting:
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