08 Apr 2022

New York County Lawyers Association: Essential Planning Trends for 2022

I’m honored to be sharing the podium with Martin M. Shenkman Esq., CPA, and Steven Horowitz Esq., for a discussion on essential planning trends for 2022. These two “advisors to the advisor” and I will cover a wide range of matters, including, proper utilization of Private Placement Life Insurance, Trust Design, and Management of SLATs, & maximizing the living benefits of a life insurance policy.

See the flyer below for more information. Join us on Wednesday, May 4th from 12:30 – 2:10 pm EST.

Click here to register.