Tax-Aware Estate Planning - Adam D. Solomon presenting

September 20, 2022

Join us for a comprehensive discussion of tax-aware estate planning, including:

-Gifting & Estate Planning

-Choosing the Right Trust Structure

-Investing within the Tax-Free Bucket

-Life Insurance & Long-Term Care


Stuart M. Mordfin, CPA, CGMA & Managing Partner at the Mordfin Group

Adam Solomon, Trusts & Estates Attorney at Abrams Fensterman, LLP

Alfred Dilamani, Financial Professional at Equitable Advisors

Event Details:

Tuesday Evening, September 20th | 130 Steamboat Road, Great Neck

Light Refreshments Served at 7:45pm | Program Begins at 8:00pm