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Law Offices of Kobrick and Moccia

Law Offices of Kobrick and Moccia

ESTATE, TRUST PLANNING &
ELDER LAW INFORMATION CENTER

Call Now: (800) 295.1917

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Home » Seminars

Seminars

Fri 6
Living Trust Webinar
Living Trust Webinar
Date: October 6 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

We’re now offering our popular ‘Living Trust Seminar’ Online.
Join us from the comfort of your couch!

What is a Living Trust?
How is it Different from a Last Will & Testament?
Which is the right option for me?

Friday, October 6, 2023

at 10:00 AM ET


On this webinar you’ll learn:

  • What a Living Trust is
  • The Difference between a Will and a Living Trust
  • How a Revocable Living Trust lets you stay in control of your Estate
  • What Probate is and why you don’t want your loved ones to have to deal with it
  • How to Avoid Probate
  • How to be sure your Estate gets distributed Efficiently and is kept out of Court
  • How to avoid or minimize the taxes to maximize your family’s inheritance
  • Keeping your inheritance in your family in the event your spouse remarries

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!

If you’re married, be sure to participate with your spouse, and feel free to invite a friend!

A Complimentary Consultation is offered to all webinar attendees. ($600.00 Value)

Kobrick & Moccia will be using Zoom for this webinar.

A Zoom link to access the webinar will be provided in a confirmation email after registering.

Register

Fri 20
Clients Only Webinar: Trustee School
Clients Only Webinar: Trustee School
Date: October 20 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

If you have a Trust and want the peace of mind that comes from knowing that your Trustee will know exactly what to do if and when you become disabled, incapacitated, or pass away, then make plans to join us for our upcoming Educational Webinar!

Attorney Anthony M. Moccia will ensure that your Trustee is prepared to administer your Trust in a way that honors your wishes, minimizes the chance for conflict, and helps your Trustee avoid costly mistakes or oversights.

This Virtual Event is FREE and Open to our Clients and their loved ones only!

Friday, October 20, 2023

at 10:00 AM ET

You have an estate plan, but … Will your family know what to do upon your death or incapacity? Do they know which of your estate planning documents they need to use and when to use them?

Join us for this unique class! Round up your Adult Children, Successor Trustees, Executors, and Power of Attorney Agents and bring them too!

Attendees will learn what to do after someone dies or is incapacitated, and the role various people and estate planning documents play in the process. We will also cover tips and recommendations that you can do now to prepare for the future. Being prepared to implement an estate plan is just as important as creating an estate plan.

Is your Trust properly funded? This is serious education about a critical piece of your estate plan. Attendees will learn the role of funding and how the various assets should be funded to meet your estate planning goals. We will discuss common mistakes and myths, along with offering practical tips to complete your estate plan’s funding.

A Live Q&A Session will follow this Presentation, so that you have the opportunity to ask the questions most important to you!

Register

Fri 3
Revocable, Irrevocable, or Both?
Revocable, Irrevocable, or Both?
Date: November 3 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

We’re now offering our popular ‘Revocable, Irrevocable, or Both?‘
Seminar Online.
Join us from the comfort of your couch!

What is the difference between a Revocable Trust and an Irrevocable Trust?

How is a Trust different from a Last Will & Testament?

Which is the right option for me?

Friday, November 3, 2023

at 10:00 AM ET


On this webinar you’ll learn:

  • What is a Trust? And how is it Different from a Will?
  • Difference Between Revocable & Irrevocable Trusts
  • Probate and How to Avoid it
  • Protecting your Assets with a Trust to Qualify for Medicaid
  • Planning for Incapacity and Long-Term Care Expenses
  • Different Qualifications for the Different Types of Medicaid
  • The Efficient Way to Distribute your Estate
  • Eliminating or Lessening the Tax Burden to Maximize your Family’s Inheritance
  • Different Options Available to Best Protect Your Estate

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!

We look forward to seeing you!

If you’re married, be sure to participate with your spouse, and feel free to invite a friend!

Register

Fri 17
Living Trust Webinar
Living Trust Webinar
Date: November 17 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

We’re now offering our popular ‘Living Trust Seminar’ Online.
Join us from the comfort of your couch!

What is a Living Trust?
How is it Different from a Last Will & Testament?
Which is the right option for me?

Friday, November 17, 2023

at 10:00 AM ET


On this webinar you’ll learn:

  • What a Living Trust is
  • The Difference between a Will and a Living Trust
  • How a Revocable Living Trust lets you stay in control of your Estate
  • What Probate is and why you don’t want your loved ones to have to deal with it
  • How to Avoid Probate
  • How to be sure your Estate gets distributed Efficiently and is kept out of Court
  • How to avoid or minimize the taxes to maximize your family’s inheritance
  • Keeping your inheritance in your family in the event your spouse remarries

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!

If you’re married, be sure to participate with your spouse, and feel free to invite a friend!

A Complimentary Consultation is offered to all webinar attendees. ($600.00 Value)

Kobrick & Moccia will be using Zoom for this webinar.

A Zoom link to access the webinar will be provided in a confirmation email after registering.

Register

Fri 1
Revocable, Irrevocable, or Both?
Revocable, Irrevocable, or Both?
Date: December 1 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

We’re now offering our popular ‘Revocable, Irrevocable, or Both?‘
Seminar Online.
Join us from the comfort of your couch!

What is the difference between a Revocable Trust and an Irrevocable Trust?

How is a Trust different from a Last Will & Testament?

Which is the right option for me?

Friday, December 1, 2023

at 10:00 AM ET


On this webinar you’ll learn:

  • What is a Trust? And how is it Different from a Will?
  • Difference Between Revocable & Irrevocable Trusts
  • Probate and How to Avoid it
  • Protecting your Assets with a Trust to Qualify for Medicaid
  • Planning for Incapacity and Long-Term Care Expenses
  • Different Qualifications for the Different Types of Medicaid
  • The Efficient Way to Distribute your Estate
  • Eliminating or Lessening the Tax Burden to Maximize your Family’s Inheritance
  • Different Options Available to Best Protect Your Estate

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!

We look forward to seeing you!

If you’re married, be sure to participate with your spouse, and feel free to invite a friend!

Register

Fri 8
Clients Only Event: The Importance of Funding Your Trust
Clients Only Event: The Importance of Funding Your Trust
Date: December 8 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

Join us for this FREE Education Webinar
Open to Kobrick & Moccia Clients Only!

‘The Importance of Funding Your Trust’

What is Funding? Why is it important?
How do I know that my Trust has been funded properly?

Friday, December 8, 2023

at 10:00 AM ET
On this webinar you’ll learn:

  • What ‘Funding’ means
  • Why Funding your Trust is so Important
  • The Consequences of NOT Funding your Trust
  • How to Know if your Trust has been Funded or Not
  • The Steps to Take to Properly Fund your Assets to your Trust
  • How Kobrick & Moccia can help to Ensure your Trust is Funded Properly

A live Q&A Session will follow this Presentation so that you’ll have the opportunity to ask the questions most important to you and your family!

Register

Fri 15
Revocable, Irrevocable, or Both?
Revocable, Irrevocable, or Both?
Date: December 15 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

We’re now offering our popular ‘Revocable, Irrevocable, or Both?‘
Seminar Online.
Join us from the comfort of your couch!

What is the difference between a Revocable Trust and an Irrevocable Trust?

How is a Trust different from a Last Will & Testament?

Which is the right option for me?

Friday, December 15, 2023

at 10:00 AM ET


On this webinar you’ll learn:

  • What is a Trust? And how is it Different from a Will?
  • Difference Between Revocable & Irrevocable Trusts
  • Probate and How to Avoid it
  • Protecting your Assets with a Trust to Qualify for Medicaid
  • Planning for Incapacity and Long-Term Care Expenses
  • Different Qualifications for the Different Types of Medicaid
  • The Efficient Way to Distribute your Estate
  • Eliminating or Lessening the Tax Burden to Maximize your Family’s Inheritance
  • Different Options Available to Best Protect Your Estate

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!

We look forward to seeing you!

If you’re married, be sure to participate with your spouse, and feel free to invite a friend!

Register

Fri 5
Living Trust Webinar
Living Trust Webinar
Date: January 5 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

We’re now offering our popular ‘Living Trust Seminar’ Online.
Join us from the comfort of your couch!

What is a Living Trust?
How is it Different from a Last Will & Testament?
Which is the right option for me?

Friday, January 5, 2024

at 10:00 AM ET


On this webinar you’ll learn:

  • What a Living Trust is
  • The Difference between a Will and a Living Trust
  • How a Revocable Living Trust lets you stay in control of your Estate
  • What Probate is and why you don’t want your loved ones to have to deal with it
  • How to Avoid Probate
  • How to be sure your Estate gets distributed Efficiently and is kept out of Court
  • How to avoid or minimize the taxes to maximize your family’s inheritance
  • Keeping your inheritance in your family in the event your spouse remarries

We’ll also have a live Q&A Session, where you’ll have the opportunity to ask the questions most important to you and your family!

If you’re married, be sure to participate with your spouse, and feel free to invite a friend!

A Complimentary Consultation is offered to all webinar attendees. ($600.00 Value)

Kobrick & Moccia will be using Zoom for this webinar.

A Zoom link to access the webinar will be provided in a confirmation email after registering.

Register

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GARDEN CITY

1305 Franklin Avenue Suite 170
Garden City, NY 11530
United States (US)
Phone: (516) 248-9500
Fax: (516) 248-7606

HAUPPAUGE

150 Motor Parkway Suite 401 (Regus)
Hauppauge, NY 11788
United States (US)
Phone: (631) 941-3400
Fax: (516) 248-7606

HARRISON

600 Mamaroneck Avenue, 4th Floor
Harrison, NY 10528
United States (US)
Phone: (914) 701-0777
Fax: (516) 248-7606

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