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 REPLAYCLICK 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

Client Testimonials

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CATIE VANDREI, AIA  Partner  Hoffman Grayson Loizides Vandrei + Vandrei Architects LLP
 
“Henry has been instrumental in securing insurance that we needed for our business.  Throughout the entire process, he was responsive and attentive.  The additional information that he has been able to provide has also been quite valuable as we strive to improve our business organization.  We would definitely recommend working with him as an independent certified financial planner.”

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