Loading Events

« All Events

Wills vs. Trusts Seminar

May 14 @ 10:00 am - 11:00 am

Attorney Anthony M. Moccia Presents:

REVOCABLE, IRREVOCABLE, OR BOTH?

Thursday, May 14th, 2026

at 10:00 am

Topics of Discussion:

  • What is a Trust? And how is a Trust different from a Last Will & Testament?
  • The Difference Between Revocable & Irrevocable Trusts
  • Did you know one person or married couple can actually have both types of Trusts?
    A Revocable Trust can exist to own the assets the Client wishes to remain in control of, and an Irrevocable Trust can exist to own other assets the Client wishes to start protecting, in the event they’ll ever need Medicaid…
  • What is Probate? How does having a Trust avoid Probate?
  • Protecting your Assets with an Irrevocable Trust in the event you’ll need Medicaid in the future
  • Estate Planning for Incapacity and to Avoid paying out of pocket for Long-Term Care Expenses
  • The Efficient Way to Distribute your Trust & Estate
  • Reducing Taxation to Maximize your Family’s Inheritance (Estate Taxation / Capital Gains Taxation)
  • Various Options Available to Best Protect Your Loved Ones & your Hard-Earned nest-egg

Details

Venue

  • Law Offices of Kobrick & Moccia (Suffolk Office)
  • 150 Motor Parkway, 4th Floor: Regus Suite
    Hauppauge, NY 11788 United States
    + Google Map