Web Link: How Gifting Your Home Can Create Tax Consequences
Downloadable PDF: How Gifting Your Home Can Create Tax Consequences
Category: Publications & Events
October 2, 2018: KIPLINGER
October 1, 2018: Dan Speaks on “Diversity, Equality & Inclusion and Lawyer Well-Being”
- Web Link: Diversity, Equity & Inclusion and Lawyer Well-Being
- Downloadable PDF: Diversity, Equity & Inclusion and Lawyer Well-Being
August 6, 2018: KIPLINGER
- Web Link: Estate Planning 101: 5 Lessons for New Parents
- Downloadable PDF: Estate Planning 101: 5 Lessons for New Parents
April 18, 2018: INVESTOPEDIA
- Web Link: 5 Reasons to be Skeptical of UTMA Accounts
- Downloadable PDF: 5 Reasons to be Skeptical of UTMA Accounts
April 17, 2018: KIPLINGER
- Web Link: 5 Things to Do the Moment a Loved One Passes Away
- Downloadable PDF: 5 Things to Do the Moment a Loved One Passes Away
April 14, 2018 at 12:00 PM : NYPL SIBL
- Web Link: Financial Planning and Medicaid for Disabled Parents and Special Need Beneficiaries
- Downloadable PDF: Financial Planning and Medicaid for Disabled Parents and Special Need Beneficiaries
- PowerPoint Presentation: Medicaid Trusts & Financial Planning
February 26, 2018: LAWLINE.com
February 6, 2018
- Web Link: BMCC Estate Planning Discussion
- Downloadable PDF: Will and Estate Planning Discussion
- PowerPoint Presentation: Estates and Trusts in 2018
January 10, 2018: INVESTOPEDIA
- Web Link: Reasons to Avoid Irrevocable Life Insurance Trusts
- Downloadable PDF: Reasons to Avoid Irrevocable Life Insurance Trusts
