ESTATE PLANNER's DAY
Date: Friday, May 10, 2019
Time: 8:30am - 12:30pm
Location: 2 Spear Street Nyack, NY 10960
Speaker: PLANNING FOR SPECIAL NEEDS TRUSTS & GUARDIANSHIPS
ESTATE PLANNER's DAY
“Supplemental Needs Trusts – Everything You Want to Know, But Are Afraid to Ask”
Date: Friday, May 10, 2019
Time: 8:30am - 12:30pm
Location: The Nyack Seaport - 21 Burd St, Nyack, NY 10960
RSVP ASAP - Last Date to RSVP Is May 3rd. 2019
Do you have clients who are disabled? Do you want to help them with protecting their assets without jeopardizing their ability to receive benefits from Social Security, Medicaid, and other public assistance services that might be available to them? Or, if you don’t have these clients now, would you like to be able to help them in the future?
Do you have questions about how to help clients in these types of situations?
If so, you should join us at the May 10, 2019, Estate Planning Council of Rockland County’s Estate Planners’ Day at Nyack Seaport 8:30-11:30 A.M.
“Supplemental Needs Trusts – Everything You Want to Know, But Are Afraid to Ask”
Whether you are an attorney, an accountant, or a financial planner, these are key considerations you need to be knowledgeable about to assist your clients and their relatives in handling these types of matters. Come with your questions and leave better informed on how to assist your clients in this area. Learn the latest trends, techniques, and regulations that will impact your clients if they have a need in this area.
Develop a network of key resources who can help you and your clients in this area.
It is a session you won’t want to miss.
TOPIC:
“Supplemental Needs Trusts – Everything You Want to Know, But Are Afraid to Ask”
SPEAKERS:
Sinead A. Fitzsimons, VP and Senior Trust Officer of Orange County Trust Company, and Amy C. O’Hara, Certified Elder Law Attorney and Partner with Littman Krooks LLP, will present an overview of the key things you need to know in this arena.
They will talk about:
• the different types of special needs trusts,
• the basics you need to be aware of that affect their eligibility for benefits,
• the considerations your clients need to be aware of in selecting trustees,
• the things you need to make sure are handled in properly administering the trust, and
• how the trust will be taxed.
Sinead A. Fitzsimons brings over 20 years of experience in investment management and trust services. She worked with a wide variety of trusts with a special focus in administering special needs trusts, court appointed Trusts and Guardianships at Hudson Valley Bank and Sterling National Bank. She is a certified special needs trust planner.
• Graduate of Dublin Institute of Technology, Ireland
• Certified Special Needs Trust Planner
• New York Bankers Association, Certification in Trust Administration
Amy C. O’Hara, Certified Elder Law Attorney
Partner, Littman Krooks LLP
Amy C. O’Hara is a partner with the law firm of Littman Krooks LLP. Amy’s practice is focused in the areas of estate planning and administration, trust administration, guardianships, special needs planning, personal injury settlement consulting, elder law and veterans’ benefits. Amy has been accredited by the U.S. Department of Veterans Affairs to present and prosecute claims for veterans’ benefits.
Amy C. O’Hara is a partner with the law firm of Littman Krooks LLP. Amy’s practice is focused in the areas of estate planning and administration, trust administration, guardianships, special needs planning, personal injury settlement consulting, elder law and veterans’ benefits. Amy has been accredited by the U.S. Department of Veterans Affairs to present and prosecute claims for veterans’ benefits. Amy lectures frequently to advocacy organizations and families on the importance of proper planning for families of children with special needs. She also regularly publishes articles relating to estate and special needs planning. Amy is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. Amy is a member of the board of directors of the Special Needs Alliance, a national, not-for-profit organization dedicated to assisting f amilies with special needs planning. Amy is also a member of the board of directors of Westchester Disabled on the Move, Inc., a not-for-profit organization that aims to improve the quality of life and the rights for all people with disabilities. She is a member of the New York State Bar Association (NYSBA), Elder Law and Trusts & Estates Sections of the NYSBA, Westchester County Bar Association, and Mamaroneck-Harrison-Larchmont Bar Association. Amy received her Juris Doctor degree from University at Buffalo Law School and received her Bachelor of Science degree from Binghamton University. Amy is married and the mother of two boys.
This meeting is sponsored in part by Orange County Trust Company
There is a full breakfast included in this event. This event is included in REPC members annual fee (RSVP Is Required). Non-members and guests are invited to attend, but must RSVP in advance. Payment is by check or cash at the event and the cost to attend is $50.00.
To RSVP, contact Alfie Schloss - Council Secretary at egagtrom@gmail.com or call him at 914-275-3361
ANY MEMBERS (OR GUESTS) WHO ARE INTERESTED IN PLAYING GOLF AFTER THE MEETING AT SPOOK ROCK GOLF COURSE, PLEASE CONTACT ABE GRUENWALD DIRECTLY AT ABEG65PLUS@HOTMAIL.COM or at 845-638-4500.
A GOLF COMMITMENT IS NEEDED NO LATER THAN MAY 1ST TO MAKE A GROUP TEE TIME RESERVATION**
