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

September 29, 2015
/ Estate Planning (Wills and Trusts), Probate/Estate Administration
/ By Cona Elder Law

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

Date:

Tuesday, September 29, 2015 - 6:00pm to 8:00pm

Location:

Southampton Public House
40 Bowden Square
Southampton, New York 11968

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: EDeLucaByrnes@MFBcpa.com 631-727-3626

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.