Brochure

Events

Oct
17
Tue
Client Update Meeting @ BSRB Education Center
Oct 17 @ 6:30 pm – 8:00 pm

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 receptionist@mid-hudsonlaw.com or call Linda at 845.291.0011.

Oct
19
Thu
Secure Your Legacy
Estate Planning Workshop for Today’s American Family @ BSRB Education Center
Oct 19 @ 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 will learn:

  • 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.

Oct
26
Thu
SEMINAR: How Can I Maximize the Impact of my Charitable Giving? @ The Community Foundation of Orange and Sullivan
Oct 26 @ 3:00 pm – 5:00 pm

A panel of Hudson Valley professionals will gather to present the tax and legal aspects of philanthropic giving and discuss strategies for making a positive impact within your means.

Blustein, Shapiro, Rich & Barone Partner Richard Shapiro and Judelson, Giordano & Siegel Partner/Shareholder Bonnie Orr will speak. Susan Diamond, a financial professional with New York Life Insurance, will lead the presentation.

Tickets are free, but attendees must register in advance by contacting Sarah Pruschki at sarah@cfosny.org, because seating is limited.

For more information, visit cfosny.org/event.

Nov
1
Wed
YOUR FUTURE: BUSINESS SUCCESSION PLANNING @ Hoffman House
Nov 1 @ 6:00 pm – 8:00 pm

Come explore how your business succession planning affects you, your family, your employees, and your community. Learn about strategies that will maximize your retirement income and minimize your taxes.

NOTE: These FREE informational events are for business owners with revenue greater than $1.5 million.
INTRODUCTION & OVERVIEW

PRESENTED BY AJAX GREENE
Principal/Co-Founder, Coherence Collaborative

EXIT TRANSACTIONS & RELATED MAJOR VALUATION/STRUCTURING ISSUES

PRESENTED BY CHUCK SLOTKIN, M.B.A.
Merger, Acquisition & Funding Expert; Founder/Managing Member, Nature Equity, LLC

MANAGEMENT, EMPLOYEE/OTHER ORGANIZATIONAL ISSUES, BROADER COMMUNITY ISSUES

PRESENTED BY MYRIAM BOUCHARD, M.B.A.
Principal/Co-Founder, Coherence Collaborative

MAJOR OWNER ESTATE PLANNING & ANY OTHER MAJOR TRANSACTIONAL LEGAL ISSUES

PRESENTED BY AUSTIN DUBOIS, J.D., LL.M.
Partner, Blustein, Shapiro, Rich & Barone, LLP

Presentations will be followed by a half-hour Q&A session.

Light refreshments will be provided. Please register now as seating is limited.

For more information, please contact 845.489.6518 or email Hello@CoherenceCollaborative.com. You can also register online by visiting coherencecollaborative.com/events.

 

Nov
8
Wed
YOUR FUTURE: BUSINESS SUCCESSION PLANNING @ Blustein, Shapiro, Rich & Barone, LLP
Nov 8 @ 6:00 pm – 8:00 pm

Come explore how your business succession planning affects you, your family, your employees, and your community. Learn about strategies that will maximize your retirement income and minimize your taxes.

NOTE: These FREE informational events are for business owners with revenue greater than $1.5 million.
INTRODUCTION & OVERVIEW

PRESENTED BY AJAX GREENE
Principal/Co-Founder, Coherence Collaborative

EXIT TRANSACTIONS & RELATED MAJOR VALUATION/STRUCTURING ISSUES

PRESENTED BY CHUCK SLOTKIN, M.B.A.
Merger, Acquisition & Funding Expert; Founder/Managing Member, Nature Equity, LLC

MANAGEMENT, EMPLOYEE/OTHER ORGANIZATIONAL ISSUES, BROADER COMMUNITY ISSUES

PRESENTED BY MYRIAM BOUCHARD, M.B.A.
Principal/Co-Founder, Coherence Collaborative

MAJOR OWNER ESTATE PLANNING & ANY OTHER MAJOR TRANSACTIONAL LEGAL ISSUES

PRESENTED BY AUSTIN DUBOIS, J.D., LL.M.
Partner, Blustein, Shapiro, Rich & Barone, LLP

Presentations will be followed by a half-hour Q&A session.

Light refreshments will be provided. Please register now as seating is limited.

For more information, please contact 845.489.6518 or email Hello@CoherenceCollaborative.com. You can also register online by visiting coherencecollaborative.com/events.

Nov
14
Tue
Secure Your Legacy
Estate Planning Workshop for Today’s American Family @ BSRB Education Center
Nov 14 @ 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 will learn:

  • 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.

YOUR FUTURE: BUSINESS SUCCESSION PLANNING @ Beahive
Nov 14 @ 6:00 pm – 8:00 pm

Come explore how your business succession planning affects you, your family, your employees, and your community. Learn about strategies that will maximize your retirement income and minimize your taxes.

NOTE: These FREE informational events are for business owners with revenue greater than $1.5 million.
INTRODUCTION & OVERVIEW

PRESENTED BY AJAX GREENE
Principal/Co-Founder, Coherence Collaborative

EXIT TRANSACTIONS & RELATED MAJOR VALUATION/STRUCTURING ISSUES

PRESENTED BY CHUCK SLOTKIN, M.B.A.
Merger, Acquisition & Funding Expert; Founder/Managing Member, Nature Equity, LLC

MANAGEMENT, EMPLOYEE/OTHER ORGANIZATIONAL ISSUES, BROADER COMMUNITY ISSUES

PRESENTED BY MYRIAM BOUCHARD, M.B.A.
Principal/Co-Founder, Coherence Collaborative

MAJOR OWNER ESTATE PLANNING & ANY OTHER MAJOR TRANSACTIONAL LEGAL ISSUES

PRESENTED BY AUSTIN DUBOIS, J.D., LL.M.
Partner, Blustein, Shapiro, Rich & Barone, LLP

Presentations will be followed by a half-hour Q&A session.

Light refreshments will be provided. Please register now as seating is limited.

For more information, please contact 845.489.6518 or email Hello@CoherenceCollaborative.com. You can also register online by visiting coherencecollaborative.com/events.

Nov
16
Thu
Client Update Meeting @ BSRB Education Center
Nov 16 @ 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 receptionist@mid-hudsonlaw.com or call Linda at 845.291.0011.

Nov
30
Thu
NBI: “Trusts from A to Z” Seminar @ Poughkeepsie Hampton Inn & Suites
Nov 30 @ 8:30 pm – 4:40 pm

 

Join BSR&B Partner Austin F. DuBois at the National Business Institute’s “Trusts From A to Z” seminar where he will present “What are Trusts? Main Trust Principles” and “Charitable Trusts.”

Understand All the Wealth Planning Options Available to Your Clients

Planning your clients’ financial future and legacy is diverse and complex, with a unique tool for every unique client situation. In this fast-paced comprehensive program, our faculty will guide you through the plethora of trust options and give you a straightforward, incisive analysis of when and how each can be used for maximum effect. Explore the goals, functions, administration hurdles, and tax implications of the top trusts in the practice. Choose the best tool for the job every time – register today!

  • Weigh all the pros and cons to select the best trust options for specific client situations.
  • Anticipate tax consequences of various trusts.
  • Use sample trust language our faculty provide to save drafting time and avoid mistakes.
  • Clarify the powers and duties of trustees in different trusts.
  • Compare living and testamentary trusts for straightforward estate planning.
  • Distinguish between accounting and taxable income and learn how trust income tax is reported.
  • Understand how ATRA has changed the practice of marital trusts and learn when they are still useful.
  • Review common ethical missteps that can cost you your license – and how to avoid them.

This basic level seminar is designed for the professionals involved in creating and administering trusts:

  • Attorneys
  • Accountants and CPAs
  • Trust Officers
  • Enrolled Agents
  • Tax Preparers
  • Tax Managers
  • Wealth Managers

 

Dec
14
Thu
Secure Your Legacy
Estate Planning Workshop for Today’s American Family @ BSRB Education Center
Dec 14 @ 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 will learn:

  • 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.

©Copyright 2017, Blustein, Shapiro, Rich & Barone, LLP.