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Free Webinar: Trust Planning Under the SECURE ACT

Zoom Virtual Meeting

Join Vincent J. Russo, Esq. and Marie Elena Puma, Esq. as they present a timely webinar exclusively for Professionals on making the most of IRA required distributions. They will discuss…

31st Annual Conference for Health Care Professionals

Zoom Virtual Meeting

Please join us for our 31st Annual Conference for Health Care Professionals "The Intersection of Eldercare and Elder Law" where we will address topics such as: Elder Law, Medicaid, and…

Webinar for Tax Professionals: “The Taxation of Trusts”

Zoom Virtual Meeting

Understanding the tax implications of a trust can be critical for any financial or tax professional working with a trustee or beneficiary of a trust. Join Vincent J. Russo, Esq. and Eric J. Einhart, Esq. for their webinar "The Taxation of Trusts" to learn about important trust tax provisions and to get the answers to the…

Webinar for Health Care Professionals: “How to Navigate a Hospital Discharge”

Zoom Virtual Meeting

Kim N. Christian, Esq. welcomes Jack Halpern, Elder Care Advocate, to share information on key factors to consider when planning for a successful discharge from a hospital or skilled nursing facility. They will also answer any questions you may have. We will discuss the following topics: Federal and State rules regarding proper discharge planning The…

Webinar for Financial Planners: “How to Keep Fiduciary Clients Out of Hot Water”

Zoom Virtual Meeting

Eric J. Einhart, Esq. welcomes you to his upcoming webinar on, “How to Keep Fiduciary Clients Out of Hot Water”, where he will discuss the due care and due diligence required of a fiduciary, types of misfeasance and malfeasance that commonly get fiduciaries into trouble, reviewing documents to identify important provisions, when is judicial intervention…

Webinar for Financial Planners: “Federal Estate Tax Sunset and New York Estates”

Zoom Virtual Meeting

Vincent J. Russo, Esq. welcomes you to his webinar on, “Federal Estate Tax Sunset and New York Estates”, where he will address the current status of the federal estate tax rules and planning in light of the sunset provision. He will discuss NYS estate taxes and in particular the NYS estate tax cliff. He will…

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