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NYC Chapter Event: The 2021 Estate Planning Basics that You Must Know

Thursday, April 8, 2021
Time:
6:00 - 7:00 PM EDT
Location: Zoom - link sent 72 hours prior to event
Contact: Sandy Merrill
Email: sandycmerrill@gmail.com



In this webinar, estate planning attorney Linda Amato will provide a comprehensive overview and practical tips about how to create an estate plan that will meet your objectives and put your mind at ease. 


 

Attend this webinar and learn more about the topics that you must know:

  • How to determine you have a taxable estate
  • 2021 change in federal or New York estate tax law
  • Secure Act/what happened to the “stretch” for inherited retirement accounts & what to do about it
  • Planning with a Will v planning with a Trust
  • Do I need to worry about probate?
  • How to avoid guardianship during your lifetime
  • How to avoid the cost of long-term care
  • Is it possible to protect my home if I need to apply for Medicaid?
  • Protecting your children’s inheritance from their future ex-spouses, lawsuits, and other claims
  • Providing for special needs (disabled) children and grandchildren

Come learn all the basics about Estate Planning!

Attorney Linda Amato’s  extensive 30-year combined background in law, finance, and health care enable her to provide the highest quality estate planning services to individuals, families, and businesses. In addition to her Master’s in Social Work from New York University, Linda earned her Juris Doctorate from DePaul University College of Law where she was a member of the law review. Before forming her private practice, Linda worked at an investment company owned by one of Europe’s largest private banks, where she was responsible for the compliance, operational and regulatory matters related to investing in complex investment strategies. Linda’s top priority was protecting client assets. Linda’s experience in the financial sector combined with her clinical experience in health care makes her uniquely suited to meet clients’ estate planning needs. She avoids a cookie-cutter approach to drafting documents and is quite skilled in helping clients identify their main concerns so that their estate planning documents are customized to meet their objectives. She frequently conducts seminars for private groups and not-for-profit organizations to educate the public about the importance of estate planning.  Linda is admitted to practice in New York and New Jersey.


Please Note:
This Zoom webinar will feature a presenter with some PowerPoint slides. The audience will NOT be seen or heard. Questions and comments can be submitted by typing them into a form on the screen, or asked directly following the presentation. 

Payments by Credit Card Only. Registrations are not transferrable without authorization by the event organizer.

Requests for refunds must be received 14 DAYS before the event date. 
Send refund request to Committee Chair: Sandy Merrill, sandycmerrill@gmail.com





 

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