Recent News - Trusts & Estates
June 28, 2018 |
On June 27, 2018, Jeff Greener was a featured guest on the 90.3 FM WHPC radio talk show “Law You Should Know” with host Kenneth Landau, Esq. Jeff discussed trust and estate matters, and how a trust can be an effective planning tool.
Click here to listen to the podcast.
Read MoreJune 19, 2018 |
Jeff Greener was quoted in a Long Island Press article, “Picture Perfect Planning.” The article gives an overview of important steps one should take when inheriting artwork.
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May 31, 2018 |
On June 19, our partners, Kate Heptig and Dennis Wiley and Margolin, Winer and Evens CPAs, Lance Christensen and Wayne Olson will present, “Hiding in Plain Sight: Maximizing Opportunities for Tax Efficiency.” The presenters will discuss helpful tips on how to manage your taxes more efficiently.
This program will discuss:
- Real Estate Opportunities –
May 18, 2018 |
On May 16, 2018, Dennis Wiley presented “Estate Plan Trends of 2018” to clients of TIAA-Cref at a seminar organized by Matt Spero. Boris Benic, CPA was a co-presenter.
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May 11, 2018 |
Dennis Wiley will be moderating, “Changing the Unchangeable: Irrevocable Trusts – What Can and Cannot (De) Can’t Be Done” at the Nassau County Bar Association on May 21.
This program will explore the non-judicial and judicial methods available for modifying irrevocable trusts in New York, the pros/cons of each, and how to implement such methods
Read MoreJanuary 22, 2018 |
On February 6, 2018, Dennis Wiley will present at the New York State Bar Association CLE entitled, “Estate Planning & Will Drafting,” on the topic of estate planning with digital assets. This full-day program will highlight current estate planning techniques and the means of implementing such techniques through the drafting of wills and trusts.
In
Read MoreJanuary 2, 2018 | | |
Evan H. Krinick, Managing Partner of Rivkin Radler LLP, is pleased to announce that Michael Schnepper, Frank Tiscione and Dennis Wiley have been elected Partners.
“These attorneys have performed exceptionally well over the years in all aspects of their fields, always exemplifying Rivkin Radler’s commitment to professional excellence. Not only have they given their all
Read MoreDecember 1, 2017 |
On November 30, Dennis Wiley and Richard Yam gave a presentation to doctors and clients of the concierge medical practice MDVIP entitled, “The Gift of Preparedness.” Using hypothetical scenarios and stories based on actual clients, they illustrated the types of estate and Medicaid planning tools available. They also highlighted the importance of planning ahead to
Read MoreOctober 20, 2017 |
Rich Frankel and Stacey Goldstein closed on a $9.5 million County of Essex Capital Resource Corporation tax-exempt bond financing for Adirondack Medical Center.
The financing was part of a Lake Placid, New York construction project for the hospital, where its new emergency department will be located along with other facilities, including a medical fitness center.
Read MoreOctober 20, 2017 |
On November 2, 2017, the Nassau County Bar Association Surrogate’s Court, Trusts & Estates Committee will be presenting, “An Evening With The Chief Clerks: A Treasure Trove Of Surrogate’s Court Procedure And Practice,” at the Nassau County Bar Association, 15 West St., Mineola.
The chief clerks from the Surrogate’s Courts of Nassau, Suffolk , Queens
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