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…
Diana Lattanzio, Esq. and Tommaso Marasco, Esq. welcome you to their upcoming webinar on Real Estate Sales: Trust and Estates, where they will share information on common considerations when selling real estate from a trust or an estate. They will also answer any questions you may have. We will discuss the following topics: Overview of…
With the heightened scrutiny on personal injury attorneys to properly advise their clients on the potential pitfalls of receiving a personal injury settlement, understanding government benefits has never been so important. Join Vincent J. Russo, Esq. and Diana Lattanzio, Esq. for a discussion on government benefits, how they tie into personal injury settlements, and how…
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…
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…
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 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…
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…
Proper planning for an individual with special needs is critical. Experienced Partner, Kim N. Christian, Esq., will share information on creating a plan, implementing the plan, and explaining public benefits, the use of special needs trusts, and decision making. She will also answer any additional questions you may have. Kim will discuss: Special Needs Trusts…
Please join Kim N. Christian for “Back to the Basics: Must Have Legal Documents” where she will remind everyone that the foundation of your estate plan is critical. Kim will cover Advance Directives, Last Will and Testaments, and the use of Trusts. 1 CE Credit for Licensed Social Workers This webinar is now available for…