For a consultation call (631) 941-3434 or send us a email.

Public Seminars

New York City Seminars


Wednesday December 12th at 2:00 PM

‘Tis the Season: Estate Planning and Gifting

Location:
River Room, 545 East 14th St (Off Ave. B)

What are the tax and Medicaid implications when Gifting? Join us as we gather for an informative discussion on Estate Planning and Gifting.

Register

Long Island Seminars


Tuesday, November 27th at 10:00 AM

Irrevocable vs. Revocable Trusts 101

Location:
Lake Grove Diner,
2211 Nesconset Highway, Lake Grove, NY 11755

Confused about the differences between a Revocable Trust and an Irrevocable Trust?

Join us for breakfast as we gather for an informative discussion about Revocable and Irrevocable Trusts.

Register


Tuesday, December 4th at 9:30 AM

Estate Planning Basics

Location:
Zona Out East Diner,
400 NY-25A, Rocky Point, NY 11778

What is the difference between a will and a trust?
Join us as we gather to discuss the importance of Estate Planning documents including wills and trusts.

Register


Wednesday, December 5th at 10:00 AM

‘Tis the Season: Estate Planning and Gifting

Location:
The Villa at Westhampton,
68 Old Country Road, Westhampton, NY 11977

Join us as we gather for an informative discussion on Estate Planning and Gifting.

Register


Tuesday, December 11th at 9:30 AM

‘Tis the Season: Estate Planning and Gifting

Location:
Hauppauge Palace Diner,
525 Smithtown Bypass, Hauppauge, NY 11788

Join us as we gather for an informative discussion on Estate Planning and Gifting.

Register


Thursday, December 13th at 9:30 AM

Estate Planning and Asset Protection

Location:
The Birchwood of Polish Town, 512 Pulaski St., Riverhead, NY 11901

Join us for breakfast as we gather to answer your questions about trusts, Estate Planning and strategies to protect your assets

Register

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