Estate Planning & Real Estate: Understanding Your Options and How to Navigate in Today’s Uncertain Times

Topics to be covered include: determining the value of your estate; the process of estate planning; wills, trusts and other estate planning documents; effective ways to pass property to heirs; estate and gift taxation; and ways to reduce estate shrinkage as well as various other estate planning strategies.

Presented by IACC Senior Sustaining Members
Brian J. Keeney, EVP - Investment Management Division
First National Bank of Long Island
and
Steven I. Hurok, CPA, JD, Senior Manager
Parente Randolph LLC

Space is limited; RSVPs accepted on a first come, first served basis.
 
Reception to follow