Gifting for Grandparents

12 Research Way
East Setauket, New York 11733

Join us in celebrating National Grandparents Day in September!

Enjoy a cup of coffee and light dessert as we discuss the gifting options to children or grandchildren in New York State. Our discussion will include topics such as:

•Gifting from trusts to protect funds from creditors
•Tax implications of gifting
•Gifting and Medicaid consequences

To register, reach out to us at (631) 941-3434 or by e-mail at