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The Use of Trusts in Estate Planning

June 18, 2024 @ 5:00 pm - 6:30 pm

Join Brooklyn CPA Joseph Reisman, with guest host Attorney Judith D. Grimaldi. Together, this CPA-focused event with explore the use of trusts in estate planning. This will include topics such as revocable and irrevocable trust, gifts, special needs, Medicaid asset protection, and more, and will consider the implications of the tax choices made by the client and his or her CPA.

Details

  • Date: June 18, 2024
  • Time:
    5:00 pm - 6:30 pm

Organizer

Venue

  • Hunter’s Steak House
  • 9404 4th Ave
    Brooklyn, NY 11209 United States
    + Google Map
  • Phone 718-238-8899