Events

Contact us by e-mail or by calling us at 845-764-9656.
 Estate Planning For Today  – Wednesday, July 13, 2022 at 3:00 PM

Description:  One thing many people are thinking about these days is estate and tax planning.PKF O’Connor Davies Accounts and Advisors and Jacobowitz and Gubits Counselors at Law will present valuable estate and tax planning information during this joint webinar.

This is the third collaboration between Bonnie Orr, CPA and partner at JGS, CPA and Michael Wagner, Esq., senior counsel at Jacobowitz and Gubits, LLP.  They will host a free webinar on Wednesday, July 13, 2022, at 3 p.m. EST.   The July webinar will blend estate and tax planning strategies with enough new information to appeal to former attendees.

Here is a sample of topics to be covered by each presenter:

Michael Wagner, Esq.

  • New power of attorney rules
  • Medicaid Asset Protection Trusts
  • Estate planning and probate

Bonnie Orr, CPA

  • Revocable, irrevocable, grantor and non-grantor trusts
  • Tax-efficient charitable giving
  • Multi-generational planning

Contact Us to Schedule an Appointment With Our Experienced Law Firm

We invite you to schedule an appointment to speak with an experienced attorney about your legal issues.

Contact us by e-mail or by calling us at 845-764-9656.

 Estate Planning Made Simple – Wednesday, September 28, 2022 at 12:00 PM
Description:  One thing many people are thinking about these days is estate planning. Wills and trusts are something that people frequently put off, but now is the perfect time to get organized and make a plan. If you already have a plan, if it is over five years old, we recommend you review it with an attorney to keep up with the latest changes.  Michael Wagner, Esq., senior counsel at Jacobowitz and Gubits, LLP. who concentrates in estate planning, elder law, guardianships, wills, and trusts will discuss estate planning and asset protection made simple in this thirty-minute Webinar. You can ask any questions and share your concerns as well. We have the technology in place to provide you with electronic documents for signature to protect your safety.
You will learn more about ways to:
-avoid probate;
-protect your assets for the beneficiaries you select;
-prevent long-term care costs; and more.

Contact Us to Schedule an Appointment With Our Experienced Law Firm

We invite you to schedule an appointment to speak with an experienced attorney about your legal issues.

Contact us by e-mail or by calling us at 845-764-9656.