Do you Trust the state of your Estate? What you Need to Know to Protect Your Wealth and Your Legacy. - Cona Elder Law

Do you Trust the state of your Estate? What you Need to Know to Protect Your Wealth and Your Legacy.

Hosted by: Cona Elder Law, LLP Markowitz, Fenelon & Bank, LLP & Heritage Preservation Group

Date: 

Wednesday, October 7, 2015 - 6:00pm to 8:00pm

Location: 

Jewel Restaurant
400 Broad Hollow Road
Melville, New York  11747

Topic: 

Presented by:  Thomas P. Terry, CPA, Charles D. Scarallo, CPA, Paul Hyl, Esq., and Jeffrey Gallo, CEP

  • Understanding the basic types of trusts and how they are taxed
  • IRA Trusts - Making sure your trust qualifies as an IRA Beneficiary
  • Life Insurance Trusts - Using trusts to protect yourself and your children against creditors and predators
  • Estate Planning with Trusts
  • Fiduciary Responsibility - Understanding your responsibility as a trustee
  • Philanthropy and Trusts

RSVP: 

RSVP: RSVP@conalaw.com 631-390-5000

About the Author Cona Elder Law

Cona Elder Law is a full service law firm based in Melville, LI. Our firm concentrates in the areas of elder law, estate planning, estate administration and litigation, special needs planning and health care facility representation. We are proud to have been recognized for our innovative strategies, creative techniques and unparalleled negotiating skills unendingly driven toward our paramount objective - satisfying the needs of our clients.

follow us on:

Popular posts