BOOK YOUR FREE
ESTATE PLANNING LUNCH & LEARN
Join us for a complimentary Lunch & Learn hosted by Jeffrey A. Asher, Esq., focusing on the most pressing estate planning issues facing your clients today.
Program Details:
Duration: 45 - 60 minutes (including Q&A)
Location: At your offices
Format: On-site lunch provided by our firm
Cost: Complimentary educational session
Ideal For: Financial advisors, wealth managers, and client services teams
Book Your Estate Planning Lunch & Learn TODAY!
Why attend?
Federal & New York estate tax changes are ahead.
The federal estate tax exemption is scheduled to increase in 2026 and be made permanent. New York's estate tax exemption is roughly half the federal exemption. Learn how your clients must prepare for New York's separate estate tax but still take advantage of federal estate tax savings.
Learn practical strategies that complement your financial planning advice. Discover how proactive estate planning strengthens your advisory services and protects client assets through trust structures, gifting strategies, and succession planning.
Experience collaboration that benefits your clients.
Explore how working closely with an experienced estate planning attorney helps your clients achieve tax-efficient outcomes while building stronger, long-term relationships.