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

Public Seminars

New York City Seminars


Wednesday, February 13th at 3:30 pm

Trusts 101

Location:
Penn South Program for Seniors,
Room 1(Yalowitz Rm) 290A Ninth Ave

Join us as we gather to discuss the importance of Estate Planning including asset protection and the difference between Revocable and Irrevocable Trusts.

We will not be taking RSVPs for this seminar, please contact (212) 243-3670 to reserve a seat.


Long Island Seminars


Wednesday, January 30 at 9:30 AM

Irrevocable vs. Revocable Trusts

Location:
525 Smithtown Bypass,
Hauppauge, NY 11788

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


Wednesday, February 6 at 9:30 AM

Wills vs. Trusts

Location:
Moriches Bay Diner,
62 Montauk Highway, Moriches, NY 11955

It’s 2019! Time to complete or update your Estate Plan! 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


Tuesday, February 12th at 9:30 am

Medicaid and Community Resources

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

Do I qualify for home care services?
What resources are available to age in place?
Join us for breakfast as we gather to discuss Medicaid and community resources available to seniors in Suffolk County.

Register


Thursday, February 28 at 10:00 AM

Protecting Your Assets

Location:
Lake Shore Assisted Living Residence,
211 Lake Shore Rd, Lake Ronkonkoma, NY 11779

Are you prepared for 2019? Have you recently reviewed your Estate Plan?
Join us as we gather to discuss the importance of Estate Planning including how you and your loved ones can protect assets through the use of trusts and how to avoid probate.

Register


Thursday, May 16 at 10:30 AM

Wills vs. Trusts

Location:
Peconic Bay Caregivers Center,
1300 Roanoke Ave, Riverhead, NY 11901

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

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