Web Link: 5 Types of People You Should Gift to Using Your Will
Downloadable PDF: 5 Types of People You Should Gift to Using Your Will
Category: Publications & Events
February 23, 2017: INVESTOPEDIA
- Web Link: Traditional or Roth IRA? One Has An Absolute Benefit
- Downloadable PDF: Traditional or Roth IRA? One Has An Absolute Benefit
February 22, 2017
- Web Link of Overview of Event: Will Drafting: Preparing For A Future Smooth Probate
- Downloadable PDF of Overview of Event: Will Drafting: Preparing For A Future Smooth Probate
February 16, 2017: KIPLINGER
- Web Link: 5 Ways NOT to Gift to Children … and 5 Better Ideas
- Downloadable PDF: 5 Ways NOT to Gift to Children … and 5 Better Ideas
February 15, 2017: NYPL SIBL
- Flyer Web Link: Estate Planning Basics
- Downloadable PDF: Estate Planning Basics
August 15, 2016: KIPLINGER
- Web Link: Who Should You (Not) Leave Your IRA To?
July 13, 2016: KIPLINGER
- Web Link: 5 Simple Steps to Decrease Your Estate Costs
- Downloadable PDF: 5 Simple Steps to Decrease Your Estate Costs
June 22, 2016: KIPLINGER
- Web Link: How to Protect Your Family’s Assets from an Ex-In-Law
- Downloadable PDF: How to Protect Your Family’s Assets from an Ex-In-Law
June 10, 2016: KIPLINGER
- Web Link: Maybe You Don’t Need a Will
- Downloadable PDF: Maybe You Don’t Need a Will
May 31, 2016: KIPLINGER
April 26, 2016: KIPLINGER
- Web Link: Preserve Your Family Wealth With Medicaid Planning
- Downloadable PDF: Preserve Your Family Wealth With Medicaid Planning
February 16, 2016
Dan presents Continuing Legal Education on Drafting Wills that Minimize Post-Mortem Issues for the Brooklyn County Bar Association’s Lawyer’s Referral Service
- Downloadable PDF: CLE Materials
April 21, 2015
Dan is a speaker at Fordham Law School Regarding Planning for Now and into the Future: An Overview of Trusts and Estates and Elder Law
- Web Link: Fordham Law School CLE
- Downloadable PDF: CLE Material
January 29, 2015
Dan is a speaker at 2015 NYSBA Annual Meeting- “LPM Day” Program: Planning Ahead and Preparing for Retirement (or Transition): Learn How to Protect Your Clients, Your Family and Your Peace of Mind
- Web Link of Overview of Event: 2015 NYSBA Annual Meeting | “LPM Day” Program
- Downloadable PDF of Overview of Event: 2015 NYSBA Annual Meeting | “LPM Day” Program
- PowerPoint Presentation: NYSBA Presentation
December 6, 2014
Dan teaches Continuing Legal Education on Transfers Outside of a Will at Pace Law School
- Downloadable PDF: Part 1
- Downloadable PDF: Part 2
- Downloadable PDF: Part 3
- Downloadable PDF: Attorney Profile for Client Folder 2014
December 2014
December 2014: Dan Presents: The Sample Will at the Brooklyn Bar Association
December 3, 2011
Dan teaches Continuing Legal Education on New York’s Durable Power of Attorney at Pace Law School
- Web Link for Overview: Basics of Trusts and Estates
- Downloadable PDF for Overview: Basics of Trusts and Estates
- Downloadable PDF: CLE Materials
May 2010
Dan Presents: Retirement Plans and the See Through Trust at the Westchester Women’s Bar Association
December 5, 2009
Dan Teaches Continuing Legal Education on the Basics of Estate Planning at Pace Law School
- Downloadable PDF: CLE Materials
March 21, 2006
Dan is Part of the Committee on Trusts, Estates and Surrogate’s Courts of the New York City Bar Association: Proposal for Amendment to Legislation
- Web Link: Committee on Trusts, Estates and Surrogate’s Court
- Downloadable PDF: Committee on Trusts, Estates and Surrogate’s Court
August 5, 2005
Dan is Part of Pace Investors Rights Project
- Web Link: Pace Investor Rights Project
- Downloadable PDF: Pace Investor Rights Project
