ESTATE PLANNING COUNCIL OF BERGEN COUNTY, INC.

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S P E A K E R S

TOPIC 1: "AI in Trusts & Estates: Where It's Already Working, Where It's Risky, and How to Adopt It Without Getting Burned"

LEON GRASSI

Leon Grassi serves as the Chief Marketing Officer, and Head of Business Development for SAX and all its divisions. He is responsible for leadership, firm growth, marketing & brand strategy, thought leadership, business development and the development of SAX’s technology practice.

Throughout his 20 years’ experience, which he describes as being a “student of sales and marketing”, Leon has pushed the envelope across virtually every medium to build brands and drive sales in a wide range of industries. He credits his differentiation to common sense, or the ability to simplify otherwise complex problems to develop easily executable but hugely impactful solutions. His passion for his craft is matched only by his love for working with dynamic people, which is why Leon has built a tremendous team of T-Shaped marketers to support the consistent growth of SAX and the rapidly changing needs of the firm – but most importantly, to have fun creating things that haven’t been done before.

Leon resides in Mahwah NJ with his wife and two kids and enjoys tinkering and building cars/motorcycles in his garage workshop. There is no place he would rather be than on the beach in Martha’s Vineyard!

TOPIC 2:

** THANK YOU TO OUR SPONSORS **

PLATINUM SPONSORS:

The Glenmede Trust Company, N.A.

McCarter & English, LLP

Wells, Jaworski & Liebman, LLP

GOLD SPONSORS:

Baker Tilly x Anchin

C. T. Peters, Inc.

Elder Life Management, Inc.

Fiduciary Trust Company International

J. P. Morgan Private Bank

SILVER SPONSORS:

DOYLE

Management Planning, Inc.

SAX LLP

BRONZE SPONSOR:

Newmark Valuation & Advisory