Seminars Category: Estate Planning

Fri 21
Living Trust Webinar
Date: June 21 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

Our very popular Living Trust Webinar


Join us from the comfort of your couch!

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

Friday, June 21, 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!

We look forward to seeing you!

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. ($675.00 Value)


Fri 12
Clients Only Webinar: Trustee School
Date: July 12 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

Will your Trustee know what to do and how to manage your affairs if you become incapacitated or pass away?

TRUSTEE SCHOOL

Friday, July 12th, 2024 at 10:00am

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!

At this Webinar, you will come to learn:

• What your Trustees need to know now: Actions to be taken and Who to Contact at Death or Incapacity

• Tools of your Estate Plan: How and When they Work, and Who can use them

• Your Trustee’s Legal and Financial Responsibilities

• How to Avoid Common and Costly Mistakes

• Practical Tips on being a Trustee, Executor or Power of Attorney Agent

• The Correct Way to Distribute Inheritances from the Trust and How to Avoid conflict with family members when doing so

• When should the Trustee ask for help

If your Trustee fails to handle their duties promptly and correctly, he or she may be personally liable to your beneficiaries and may have to pay damages out of their own pocket! That’s why we recommend Every Client with a Trust attend this Webinar with their Trustee for added protection, confidence, and peace of mind.

Attending this presentation 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.

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.


Thu 18
In-Person ‘Revocable, Irrevocable, or Both?’ Seminar
Date: July 18 Time: 10:00 AM Type: seminarCategory: Estate Planning Venue: Huntington Hilton, 598 Broad Hollow Road, Melville, NY, 11747, United States
Details

Attorney Anthony M. Moccia Presents:

THE

REVOCABLE, IRREVOCABLE, OR BOTH?

SEMINAR

Thursday, July 18th, 2024

at 10:00 AM

HUNTINGTON HILTON

598 Broad Hollow Road, Melville, New York 11747

The Following Estate Planning Topics will be of Discussion:

  • What is a Trust? How is a Trust different from a Last Will & Testament?
  • The Difference Between Revocable & Irrevocable Trusts
  • Clients can actually have BOTH: A Revocable Trust AND An Irrevocable Trust (which can Each own Different Assets of Theirs)
  • What is Probate? And How to Avoid It
  • Protecting your Assets with an Irrevocable Trust to Qualify for Medicaid
  • Estate Planning for Incapacity and to Avoid Long-Term Care Expenses
  • The Efficient Way to Distribute your Estate
  • Eliminating or Lessening any Tax Burden to Maximize your Family’s Inheritance
  • Various Options Available to Best Protect Your Estate

We Look Forward to Seeing You!

If You are Married, Be Sure to Participate with your Spouse.

And Feel Free to Invite a Friend!


Thu 18
In-Person ‘Revocable, Irrevocable, or Both?’ Seminar
Date: July 18 Time: 02:00 PM Type: seminarCategory: Estate Planning Venue: Huntington Hilton, 598 Broad Hollow Road, Melville, NY, 11747, United States
Details

Attorney Anthony M. Moccia Presents:

THE

REVOCABLE, IRREVOCABLE, OR BOTH?

SEMINAR

Thursday, July 18th, 2024

at 2:00 PM

HUNTINGTON HILTON

598 Broad Hollow Road, Melville, New York 11747


The Following Estate Planning Topics will be of Discussion:

  • What is a Trust? How is a Trust different from a Last Will & Testament?
  • The Difference Between Revocable & Irrevocable Trusts
  • Clients can actually have BOTH: A Revocable Trust AND An Irrevocable Trust (which can Each own Different Assets of Theirs)
  • What is Probate? And How to Avoid It
  • Protecting your Assets with an Irrevocable Trust to Qualify for Medicaid
  • Estate Planning for Incapacity and to Avoid Long-Term Care Expenses
  • The Efficient Way to Distribute your Estate
  • Eliminating or Lessening any Tax Burden to Maximize your Family’s Inheritance
  • Various Options Available to Best Protect Your Estate

We look forward to seeing you!

If you’re married, be sure to participate with your spouse.

And feel free to invite a friend!


Fri 26
Revocable, Irrevocable, or Both?
Date: July 26 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

Our very popular ‘Revocable, Irrevocable, or Both?‘ Webinar


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, July 26, 2024

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 look forward to seeing you!

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. ($675.00 Value)


Fri 9
Estate Planning for Young Families Webinar
Date: August 9 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

Our very popular “Estate Planning for Young Families” Webinar

Friday, August 9, 2024


At this webinar you will come to learn:

• What happens to my children if I die or become ill without an Estate Plan in place?

• What is a Last Will & Testament?

• What is a Trust?

• Will the Courts get involved if I were incapacitated and unable to take care of my children?

• What is Probate? And How do I Avoid it?

• Estate Planning for Children with Special Needs

• Appointing Guardians for you Children

• Eliminating or Lessening 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!

A Complimentary Consultation is offered to all webinar attendees. ($675.00 Value)


Fri 23
Living Trust Webinar
Date: August 23 Time: 10:00 AM Type: webinarCategory: Estate Planning
Details

Our very popular Living Trust Webinar


Join us from the comfort of your couch!

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

Friday, August 23, 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!

We look forward to seeing you!

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. ($675.00 Value)