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Estate Planning Seminar

Saturday, June 08, 2024

02:00 PM - 04:00 PM

Hyatt Regency

1800 East Putnam Avenue, Greenwich, Old Greenwich, CT 06870, USA


Join us at this COMPLIMENTARY workshop for a discussion about:

  • Whether you need a will or trust? Discover the advantages and disadvantages of both.
  • How the new SECURE Act has impacted inherited IRAs and the best strategies to minimize taxes to your heirs.
  • How to keep your affairs private and your loved ones out of court if you become disabled and can’t speak for yourself. (Hint: Not all Powers of Attorney are valid!)
  • All about the probate process and what steps can you take now to help your family avoid this expensive and time-consuming legal process when you’re gone.
  • If you will owe estate taxes. Learn how to help your heirs minimize or even avoid “death” taxes after your passing.
  • How to create a long-term care plan before it’s needed so that you are able to stay as independent as possible and in complete control of your decisions as you age.
  • Why owning assets jointly or putting property in a child’s name is likely a huge mistake—and what to do instead to accomplish your goals in a secure way.
  • Easy strategies to protect your children’s inheritance from being seized if they get divorced, sued or file bankruptcy in the future.
  • How to preserve your estate for your children should you pass away and your surviving spouse gets remarried (without a plan, your family’s inheritance could legally go to the new husband or wife!).
  • How to qualify and use Medicaid to pay for nursing home expenses which can average $14,000 monthly.
  • How parents (and grandparents!) of children with special needs can plan for a lifetime of care without jeopardizing eligibility for important benefits like Medicaid or Supplemental Security Income (SSI).

Attendees are entitled to a complimentary consultation with one of our estate planning attorneys.

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Nirenstein, Horowitz & Associates