08 Mar 2019

I am honored to have been asked to speak on a topic I am passionate about for ProLawCLE. My presentation, “Considerations Regarding Trust Owner & Individual Life Insurance,” will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their clients’ trusts as well as their individually owned life insurance policies.
The webinar will take place on Thursday, March 14th, from 10:00 AM to 12:15 EST. If you are unable to catch the live webcast, the program will be available on-demand. The course cost is $120.00 and participants can earn 2 General CLE credits.
View further program information and register at the link below.

Considerations Regarding

08 Feb 2019

I am honored to have been asked to speak on a topic I am passionate about for the Estate Planning Council of Nassau County. My presentation, “The Life Insurance Policy Crisis: The Advisors’ and Trustees’ Guide To Managing Risks and Avoiding a Client Crisis,” will cover important information that advisors and amateur trustees need to know to protect the underlying structure of their clients’ trusts as well as their individually owned life insurance policies.
The event will take place Thursday, February 21, 2019, 8:30 AM. The address is Westbury Manor, 1100 Jericho Turnpike, Westbury, NY 11590. There is no charge for members of good standing. Guest of members will be charged $30.
Participants can earn 1 credit of Continuing Education. To ensure you receive your CE please pre-register at www.epcnassau.org
See the attachment below for further details.

Please contact me with any questions you may have.

28 Sep 2018

I invite you to register for an upcoming presentation I will be co-presenting entitled Drafting, Funding and Properly Maintaining an ILIT and SNT. You may have seen recent articles in the Wall Street Journal and Bloomberg discussing the danger of prematurely lapsing life insurance within trusts. I will be discussing this issue in detail.
This program will take place at the Suffolk County Bar Association Center, Thursday, Oct. 4th, from 12:30 PM – 2:00 PM
The program will provide a benefit to Elder Law attorneys, Trust & Estate attorneys, CPAs, and anyone interested in maintaining their life insurance. It will answer questions practitioners have about drafting, funding, and properly maintaining two types of popular trusts used in planning: Irrevocable Life Insurance Trusts and Special Needs Trusts.
Participants will earn 2 professional practice credits for attending.
I’ve included the registration form below. Please reach out if you have any questions.

19 Jul 2018

Annuities can be a valuable retirement income planning tool for your clients. However, like any solution, there are pros and cons, and understanding the nuances of annuities in the elder law planning setting is crucial to helping your clients to the fullest.
With that said, I invite you to register for an upcoming presentation I will be co-presenting entitled Annuities in Elder Law Planning (The Good, The Bad, The Ugly) . This will take place at the Suffolk County Bar Association Center, Thursday, July 26th, from 12:30 PM – 2:00 PM.
This program will provide a benefit to Elder Law attorneys, Trust & Estate attorneys and CPAs. The program will present the pros and cons of using annuities in the setting of elder law planning and will also answer practical questions that arise in determining how to advise clients in the use of existing annuities, purchase of a new annuity or termination of existing annuities, all within the context of the current Medicaid statutes and practice in Suffolk County.
I’ve included the registration form below. Please reach out if you have any questions.