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The Use of Trusts in Estate Planning

June 18 @ 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
Time:
5:00 pm - 6:30 pm

Organizer

Joseph S Reisman and Associates
Phone
7183321040
Email
jsreisman@taxhelp1040.com
View Organizer Website

Venue

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