Professional Education
SECURE Act Workshop: Planning Opportunities & Traps
BSRB Education Center 10 Matthews Street, Goshen, New York, United StatesWith the recent enactment of the game-changing SECURE Act, we are presenting a special advisors-only workshop to discuss the planning opportunities—and planning traps—created by this legislation. To register for the workshop, please either respond by email to Donna Wood at dwood@mid-hudsonlaw.com, or by phone at 845-291-0011. Seating is limited to the first 20 registrants. If…
Live Webinar: “Impact of New Federal Legislation on IRAs and other Retirement Accounts”
JOIN US! The Community Foundation of Orange and Sullivan is hosting a free webinar for professional advisors detailing the legal and financial impacts of the recently passed SECURE and CARES Acts on retirement accounts and charitable giving. Featured panelists: Richard Shapiro, J.D., CELABonnie J. Orr, CPA Moderator: Elizabeth Rowley,Pres. and CEO, Community Foundation of Orange…
Women Guiding Women: Medicaid Planning, Social Security Rules and other recent law changes
Please join us for the next webinar in our Women Guiding Women series, presented by Hudson Valley Investment Advisors, Inc. and Orange Bank & Trust Company, with BSF&B's very own Megan Conroy, Esq. as the guest speaker! Ms. Conroy, an experienced estate planning and elder law attorney, will share insights into Medicaid planning, social security rules, recent law changes, and…
Live Webinar: Successor Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes.Our upcoming Successor Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your incapacitation or death.During this webinar, we will discuss the: Fundamental structure of an estate plan. Various…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
Live Webinar: Trustee Training Workshop
Make sure your successor trustee is prepared to carry out your wishes. Our upcoming Trustee Training Workshop will provide basic estate settlement information for your adult children or other loved ones who will be your successor trustee upon your disability, incapacitation, and/or death. During this webinar, we will discuss the: Fundamental structure of an…
Planning for Health Care & Long-Term Care in Retirement
Albert Wisner Public Library 1 McFarland Drive, Warwick, NY, United StatesJoin us on Tuesday, November 14 at the Albert Wisner Public Library and learn more about asset protection strategies for long-term care and various long-term care insurance options. This is a FREE educational workshop presented by Richard J. Shapiro, J.D., CELA, CAP, Partner of Blustein, Shapiro, Frank & Barone, LLP and a local Certified Financial…
Medicaid & Long-Term Care Planning
Goshen Public Library & Historical Society 366 Main St, Goshen, NY, United StatesJoin us on Thursday, February 1 at the Goshen Public Library & Historical Society and learn about asset protection strategies for long-term care, and Medicaid eligibility requirements and enrollment options. This is a FREE educational workshop presented by Richard J. Shapiro, J.D., CELA, CAP, Partner of Blustein, Shapiro, Frank & Barone, LLP. Seating is limited!…