UPCOMING EVENTS
New York County Lawyers Association – September 10, 12:30 – 2 pm EST – Buy-Sell Agreements,. All must be reviewed after the Connelly Decision, Connelly v. United States: 6, 6, 24. – Register Here | Click Here for Handouts
Nassau County Bar Association – October 30, 12:30 – 2 pm EST – Connelly v. United States: 6, 6, 24. Its Impact on Buy Sell Agreements’ Succession & Estate Tax Planning.
RECENT EVENTS
NASSAU COUNTY BAR ASSOCIATION- JUNE 13, 2024, 12:30-2:00 PM -CORRECTLY UTILIZING THE TAX BENEFITS OF LIFE INSURANCE – Click here for the handouts
NYC LAWYERS ASSOCIATION- MAY 8, 2024, 12:30-1:30 PM- AVOIDING TYPICAL FINANCIAL PLANNING MISTAKES – Click Here for the Replay
Nassau County Bar Association – March 5, 2024 – Three Things the Attorney Needs to Know about Life Insurance
NASSAU COUNTY BAR ASSOCIATION (NOV 15TH 2023) – WHAT THE ATTORNEY/CPA NEEDS TO KNOW ABOUT TRUST PLANNING WITH LIFE INSURANCE – Watch the Replay | Download the Handouts
NYC LAWYERS ASSOCIATION (SEPT 2023) – ELDER LAW UPDATES/ OPTIONS TO PAY LONG-TERM ARE COSTS – CLICK HERE FOR THE REPLAY| CLICK HERE FOR THE HANDOUTS
Suffolk Academy of Law (August 2) – Drafting & Maintaining Life Insurance in Trusts – Click Here for the Replay | Click here for the handouts
MY-CPE (July 26) – Incorporating Life Insurance into Trust Planning – Click Here for the Replay | Click Here for the Handouts
NASSAU COUNTY BAR ASSOCIATION (MAY 2023) – DEAN’S HOUR: PROTECTING YOUR FAMILY & PRACTICE w/ VINCENT J. RUSSO, JD, LL.M, CELA – Click Here For the replay | Click here for the handouts
My-CPE.com Webinar (April 2023) – What the Advisor Needs to Know About Annuities – Click Here for the replay
NYCLA Webinar (March 15. 2023) – Strategies to Draft ILITs & Maintain the Life Insurance Coverage Funding Client’s ILITs – Click HERE for the replay | Click HERE for the Handouts
Featured In: