Episode 94: IN FOCUS: Where Good Estate Planning Equals Poor Elder Care Planning

Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.  Today, we will go IN FOCUS where we cover more advanced wealth planning topics. In this week’s episode, we are joined by Elizabeth Forspan, Esq. of Forspan Klear LLP based in Great Neck, NY, who will share her thoughts on the topic of "Where Good Estate Planning Equals Poor Elder Care Planning." Elizabeth will discuss the possible Elder Care pitfalls individuals and clients may encounter when engaging in a seemingly good Estate plan. Elizabeth will discuss typical Estate Planning techniques that can be employed to ensure that both the crucial Estate Planning and Elder Care Planning goals are met. Elizabeth will review Medicaid planning techniques, as well as Estate and Income Tax planning options. ***UPCOMING LIVE WEBINAR: LIVE WEBINAR on THURSDAY, February 6th at 8:30am (EST) featuring Avi Sinensky and Louis Vlahos both partners at Rivkin Radler based in Uniondale, New York. They will be speaking on the topic of “Tax Implications of Merger and Acquisition Transactions.” Register here: https://us02web.zoom.us/webinar/register/WN_mxkKTW0ATIqjJNqPksy02g *** Stay connected:1) Questions? Comments? Media Inquiries? Reach out to [email protected]) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter 3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog Hosted on Acast. See acast.com/privacy for more information.