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 firstname.lastname@example.org