The December program promises to be as informative and interesting. The probate process is complex and often misunderstood. The results can interfere with how you want to distribute your assets after death. This Breakfast Club presentation will demystify probate, explaining the probate process: how it works and when to avoid it. The presenter will explain the many different ways your assets can be transferred to your beneficiaries after your death.
Stephen G. Levy, JD, CELA, is certified as an Elder Law Attorney by the National Elder Law Foundation. He is an expert in Elder Law, Estate Planning and Administration and Long Term Care Planning. Mr. Levy is a member of the Elder Law and Trusts and Estate sections of the New York State Bar Association. He is also a member of the National Academy of Elder Law Attorneys. He serves as President for the Ohav Shalom Senior Apartments and is a past Board of Directors member of Jewish Family Services.
DATE: Wednesday, December 10, 2014
TIME: 9:30 – 11:00 a.m.
PLACE: Albany Jewish Community Center at 340 Whitehall Road, Albany, NY
FEE: Free
RSVP: Reservations are required. Please call 514-2023
Announcing the NNORC Breakfast Club
Join us at the first meeting of the NNORC Breakfast Club, a monthly opportunity to come together to nosh on a bagel, socialize and learn useful information on a range of subjects.
“Tax Issues of Particular Concern to Seniors” is the topic of this first meeting. Our guest speaker Michelle Duchowny will discuss strategies for taking advantage of favorable tax provisions such as pension exclusions, long term care credits, senior property tax benefits and more. Bring your questions and your friends and become part of the NNORC Breakfast Club.
Michelle Duchowny is an Outreach Specialist from the NYS Department of Taxation and Finance. She works in the Office of the Taxpayer Rights Advocate, so she definitely has the inside track on these tax provisions.
Save the date for next month’s Breakfast Club: November 19, 2014. We will host Kim Verner, Esq., an expert in elder law from the Herzog Law Firm. She will discuss “Legal Documents Every Senior Needs to Have.”
DATE Wednesday, October 22 and November 19
TIME 9:30-11:00 a.m.
PLACE Albany Jewish Community Center at 340 Whitehall Rd., Albany, NY
RSVP 518-514-2023 Reservations are required
FEE $3.00 (members) and $5.00 (non-members)