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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 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…

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…

Law School for Social Workers: “New Year’s Resolutions: Securing One’s Future”

Zoom Virtual Meeting

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…

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 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…

Law School for Social Workers: “Planning for the New Year!”

Zoom Virtual Meeting

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 today and into the future. She will also answer any questions you may have. Kim will discuss the following topics: How To Create a Comprehensive…

Law School for Social Workers: “Helping Families Navigate Special Needs Trusts and Medicaid”

Zoom Virtual Meeting

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…

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