Brochure

Events

Oct
24
Wed
Legal Seminar for Entrepreneurs @ SUNY New Paltz, Van Den Berg Hall 106
Oct 24 @ 5:00 PM – 6:15 PM

STARTUP STUMBLING BLOCKS AND HOW TO AVOID THEM!

This program* is designed for entrepreneurs who’d like basic guidance on how to form their companies, protect their intellectual property, and obtain financing—all while avoiding common mistakes.

*Attendance will determine if there is sufficient interest for subsequent seminars featuring more advanced legal topics.

Join experienced local attorneys as they cover various legal topics relevant to entrepreneurs.  

Speakers & Topics
Austin F. DuBois | Blustein, Shapiro, Rich & Barone, LLP
“How (Not) to Finance Your Startup”

Jonathan S. Berck | Jonathan S. Berck, LLC,
“Don’t Neglect Your Contractual Infrastructure”

Wendy E. Miller | Wissing Miller LLP
“Where Does Intellectual Property Protection Fit in Your Business Plan?”

Refreshments will be served.

RSVP to  dimarcoa@newpaltz.edu.

Hosted by the HV Venture Hub (a SUNY New Paltz School of Business initiative).

Nov
2
Fri
INTERMEDIATE ELDER LAW SEMINAR @ Holiday Inn Mt. Kisco
Nov 2 @ 9:00 AM – 5:00 PM
INTERMEDIATE ELDER LAW SEMINAR @ Holiday Inn Mt. Kisco | Mount Kisco | New York | United States

 

Join Blustein, Shapiro, Rich & Barone, LLP Partner Austin F. DuBois at the New York State Bar Association’s Intermediate Elder Law seminar on Friday, November 2 at the Holiday Inn in Mount Kisco.

DuBois, who helps people protect their assets from nursing home and long-term care costs, and designs and implements complex and high net worth estate plans, will educate participants on the intricacies of Article 83 (Uniform Guardianship and Protective Proceedings Jurisdiction Act). Article 83 addresses the issue of jurisdiction over adult guardianships, conservatorships, and other protective proceedings, providing a mechanism for resolving multi-state jurisdictional disputes.

The seminar will also address other key topics related to elder law practice including:

Hear from professional practitioners about how to tackle difficult ethical concerns arising in elder law practice such as identifying and handling conflicts of interest, questions about “who is the client,” and when the attorney-client privilege is applicable.

6.0 MCLE Credits*: 2.5 Skills, 1.0 Ethics, 2.5 Areas of Professional Practice
*approved for MCLE credit for attorneys also licensed in California, Pennsylvania & New Jersey

Nov
5
Mon
MEDICAID For Long-Term Care @ Wildflowers at Wallkill
Nov 5 @ 3:00 PM – 4:00 PM

Wildflowers Clubhouse
2 Juniper Circle, Middletown, NY

Join us for a FREE workshop to learn about utilizing Medicaid
benefits to pay for the rising costs of long-term care, as well
as estate planning tools and techniques to preserve your
legacy for your loved one.

Learn more about how to:

  • Protect your assets from the high cost of long-term care.
  • Save assets even if you (or a loved one) needs immediate
    long-term care.
  • Protect a “well” spouse when the “ill” spouse requires care.

Did You Know?
Nursing home costs in the Hudson Valley averages over
$12,000* per month!
The cost of 24-hour home care averages nearly $250* per day!
*Private pay

Presented by:

Richard J. Shapiro, J.D., CELA

The only Certified Elder Law Attorney* in the Mid-Hudson region
1 of fewer than 500 CELAs nationwide

*Certified by the National Elder Law Association as accredited by the American Bar Association

Please sign up at the Wildflowers Clubhouse or RSVP by calling 845.291.0011 or emailing sbennaci@mid-hudsonlaw.com.

Nov
13
Tue
Client Update Meeting @ BSRB Education Center
Nov 13 @ 10:00 AM – 11:30 AM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

Please RSVP to sbennaci@mid-hudsonlaw.com  call Sara Bennaci at 845.291.0011.

Secure Your Legacy: Estate Planning Workshop for Today’s American Family @ BSRB Education Center
Nov 13 @ 3:00 PM – 6:00 PM

Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different.

In this workshop, you’ll gain valuable insight into estate planning from BSRB’s Estate Planning team, led by Certified Elder Law Attorney Richard Shapiro.

  • Why most estate plans don’t work.
  • How to plan for your care in the event of your mental disability.
  • Why owning property in joint tenancy may wreck your estate plan.
  • How to decide if you need a will or a trust (or both).
  • The difference between a revocable and irrevocable trust.
  • How to protect your assets from the costs of long-term care.
  • How to protect your loved one’s inheritance from their creditors.
  • How to protect your children’s inheritance in the event your spouse remarries.
  • The difference between counseling and word processing.
  • How to minimize or even eliminate estate taxes.
  • How to properly fund and maintain an estate plan.

Get the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

To register, call Donna at 845-291-0011 x.242.

BONUS: Signed copies of Richard Shapiro’s new book, Secure Your Legacy, will be raffled off at each workshop.

People are talking about Secure Your Legacy:

“Unbelievable, just wonderful. I can’t say enough great things about this seminar!” and “Just great, not boring at all!” – Sue

“Well organized – clear and understanding for average individual. Nice having multiple presenters!” – Tom

Dec
11
Tue
Secure Your Legacy: Estate Planning Workshop for Today’s American Family @ BSRB Education Center
Dec 11 @ 3:00 PM – 6:00 PM

Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different.

In this workshop, you’ll gain valuable insight into estate planning from BSRB’s Estate Planning team, led by Certified Elder Law Attorney Richard Shapiro.

  • Why most estate plans don’t work.
  • How to plan for your care in the event of your mental disability.
  • Why owning property in joint tenancy may wreck your estate plan.
  • How to decide if you need a will or a trust (or both).
  • The difference between a revocable and irrevocable trust.
  • How to protect your assets from the costs of long-term care.
  • How to protect your loved one’s inheritance from their creditors.
  • How to protect your children’s inheritance in the event your spouse remarries.
  • The difference between counseling and word processing.
  • How to minimize or even eliminate estate taxes.
  • How to properly fund and maintain an estate plan.

Get the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

To register, call Donna at 845-291-0011 x.242.

BONUS: Signed copies of Richard Shapiro’s new book, Secure Your Legacy, will be raffled off at each workshop.

People are talking about Secure Your Legacy:

“Unbelievable, just wonderful. I can’t say enough great things about this seminar!” and “Just great, not boring at all!” – Sue

“Well organized – clear and understanding for average individual. Nice having multiple presenters!” – Tom

©2018 Blustein, Shapiro, Rich & Barone, LLP. All Rights Reserved.