Please join us for our Virtual 11th Annual Elder Law Open Forum for Health Care Professionals on Zoom where we will address topics such as: Elder Law, Medicaid, & Estate Tax Planning Update Open Forum: Q&A Conclusion We are looking forward to addressing all of your questions. We encourage you to send us your questions…
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 how advisors can optimize planning for their clients on utilizing a SECURE SNT for beneficiaries accessing government benefits, as well as maximizing and protecting distributions…
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 Estate Tax Planning in 2023 "In The Legal Know": An Interactive Session with Vincent J. Russo, Esq. Open Forum: Question & Answer sessions Special Guests…
Partner Kim N. Christian, Esq. welcomes you to her upcoming webinar on "New Year’s Resolutions: Securing One’s Future" where she will provide insights on how families can protect and take care of themselves today and into the future. Kim will address topics such as: How to leave assets to family in a secure way Protecting…
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…
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…
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…
Partner Diana Lattanzio, Esq. welcomes you to her upcoming Law School for Social Workers webinar “Eligibility and Planning for Community Medicaid,” where she will provide insights on the status of the ever changing Medicaid laws and the current eligibility rules. She will also answer any questions you may have. Diana will address topics such as:…
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…
Kim N. Christian welcomes you to her Law School for Social Workers webinar on “Planning for the New Year!” where she will provide insights on creating a comprehensive estate plan…
Diana Lattanzio, Esq. welcomes you to her Law School for Social Workers webinar on “Helping Families Navigate Special Needs Trusts and Medicaid” where she will provide insights on how families can protect their loved ones' assets while still qualifying for Medicaid. Diana will discuss what a Special Needs Trust is, how a Special Needs Trust…
Please join us virtually for our 33rd Annual Elder Law Conference for Health Care Professionals: "Empowering Others: A Legal Compass for Compassionate Care" on Tuesday, May 21st from 9a - 12p. Topics include: Empowering Through Education Holistic Care Approaches Inclusivity and Accessibility Advocacy and Empowerment Navigating the Complex Legal Landscape Register to attend, learn, and…