May 7, 2019
Kim M. Smith will be presenting “The ABCs of Trusts” in which she will review the use of Trusts in Estate Planning and Elder Law Planning. The discussion will include the use of Revocable Trusts, Irrevocable Trusts, and Supplemental Needs Trusts and the role they play in Estate Planning and Asset Protection. The program will also cover the advantages and pitfalls of Trusts along with a comprehensive understanding of how to establish and fund them from 6:30-8:00pm at Half Hollow Hills High School East.
May 15, 2019
Neil D. Katz & Kim M. Smith will be speaking at the Long Island Annual Invitational Conference on Estate Planning and Administration hosted by the American Heart Association. Neil & Kim will be presenting the top Estate, Income Tax & Long-Term Care Planning Issues for 2019 & Beyond. This event is from 8:00-11:00am at the Nassau County Bar Association. Pre-registration is required, register here.
October 8, 2019
Kim M. Smith will discuss Trust and Estate Planning Strategies to provide for you and your family during your lifetime and after your death. Most people spend decades saving for retirement, the education of children or grandchildren and providing for their families. Yet, the same people, so diligent in growing assets and managing their family affairs, often neglect to prepare an estate plan to protect their financial security and well-being during their lifetime and to distribute their estate upon their death. This seminar is at 6:00pm at Lindenhurst Senior High School.