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ADVANCED ESTATE PLANNING TOOLS FOR HIGH NET WORTH ESTATES

September 17 @ 2:00 pm - 3:00 pm

Join us for a FREE Educational In-Person Presentation:

HIGH-END ESTATE PLANNING – Sophisticated strategies for individuals, couples, business owners, and their families.

  • How to use specific trusts to accomplish complex planning goals
  • Learn the strategies to reduce your taxable estate
  • Why you should use a Business Succession Plan to protect your partners and family
  • Discover how the Federal and New York gift and estate tax works and how it affects your planning
  • Determine how you can use Gifting as a planning strategy

In-Person Event on Tuesday, September 17th at Bright View Senior Living, 445 Broadway Avenue, Sayville at 2:00 pm

Light refreshments will be served.  Call Gail Maimon at 631-759-9320 or email JoAnn Grisolia at info@davidowlaw.com to reserve your seat.

Details

Date:
September 17
Time:
2:00 pm - 3:00 pm

Organizer

Davidow, Davidow, Siegel & Stern
Phone
(631) 234-3030
View Organizer Website

Venue

Bright View Senior Living
445 Broadway Ave
Sayville, NY United States
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