Spring Seminar on Wills, Trusts & Estates

In this seminar, we’ll cover what happens if you don’t have a plan, how to avoid common pitfalls, and strategies to strengthen or update your estate plan. You’ll also learn how to use trusts to protect your spouse and children, plan for complex family dynamics, and approach lifetime gifting with intention. You’ll leave with a clear understanding of:

• What happens under New York intestacy laws and how to avoid outcomes that don’t align with your wishes
• When and how to update your estate plan, including tools that go beyond a basic will
• How marital and family trusts can provide for a spouse while preserving assets for children, including in blended families
• Strategies to protect children’s inheritances from creditors, divorce, and special needs considerations
• How to approach lifetime gifting strategically while protecting your own financial security and clearly communicating your wishes to your family

Agenda:

Registration: 3:30 p.m. – 4:00 p.m.

Seminar: 4:00 p.m. – 4:45 p.m.

Cocktail Networking Reception: 4:45 p.m. – 6:00 p.m.