ESTATE PLANNING COUNCIL OF CNY ELECTS NEW PRESIDENT AND BOARD

ESTATE PLANNING COUNCIL OF CNY ELECTS NEW PRESIDENT AND BOARD

By Journal Staff

Date: 11/18/2018 9:56 PM

David W. Treichler (left), owner and investment executive at Arabella Wealth Advisors in Syracuse, is the new president of the Estate Planning Council of Central New York, Inc. Shaking his hand and holding the plaque is the council’s immediate past president, Patricia P. Greenhouse, CPA and senior manager at Dermody, Burke & Brown, CPAs, LLC in Syracuse. (PHOTO CREDIT: Estate Planning Council of CNY)

SYRACUSE — The Estate Planning Council of Central New York, Inc. announced that it recently elected David W. Treichler, owner and investment executive at Arabella Wealth Advisors in Syracuse, as its new president. 

Treichler was sworn into office at the Estate Planning Council’s annual meeting at the Genesee Grande Hotel in Syracuse, along with the council’s new board members, according to a council news release.

The 2018-2019 Estate Planning Council of CNY full slate of officers are:

• President: David W. Treichler, Arabella Wealth Advisors

• Vice President: Robert D. Scolaro, Scolaro Law, PLLC

• Secretary: Jennifer Alfieri, Tompkins Financial Advisors

• Treasurer: Mary Anne Cody, Mackenzie Hughes LLP 

• Immediate Past President: Patricia P. Greenhouse, Dermody, Burke & Brown, CPAs, LLC

• Sergeant-at-Arms & Director: Thomas M. Griffith, Central New York Community Foundation 

The Estate Planning Council’s board directors are: Alyssa M. Barreiro, Wilmington Trust; Virginia F. Calvert, Melvin & Calvert Law Firm, PC; Lee M. Gatta, Prudential Financial; Sandra L. Kalbach, Solvay Bank; Richard C. Murphy, Richard C. Murphy Insurance & Financial Planning Concepts; Tammy L. Reyes, Firley, Moran, Freer & Eassa, CPA, P.C.; Theodore J. Sarenski, Blue Ocean Strategic Capital, LLC; Kevin R. Sullivan, Rockbridge Investment Management; Susan D. Viel, D’Arcangelo & Co., LLP.

The council’s annual meeting featured Seymour (Sy) Goldberg, senior partner at Goldberg & Goldberg, P.C. on Long Island, as a speaker. Goldberg was formerly associated with the IRS and has conducted many continuing-education programs with the IRS and other organizations on the retirement-distribution rules. Goldberg’s presentation was entitled, “Inherited IRAs: What The Practitioner Must Know.” More than 85 Estate Planning Council of CNY members and guests attended the half-day workshop and networking luncheon, per the release.

The Estate Planning Council of Central New York is a not-for-profit organization established in 1935 to encourage an interdisciplinary approach to estate planning for local professionals through continuing education, collaboration, and the open forum of council meetings and projects. The council is a member of the National Association of Estate Planners & Councils.