Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.

Today, we will cover "Going to the Sunshine State? Things to know before you get burned: Considerations in Florida Planning” featuring Adina Lewis, Esq. and Lawrence Garbuz, Esq.

Today’s show is a recording from Session # 3 of the Yeshiva University & ParkBridge: Estate Planning & Wealth Management Symposium. This program will be an overview of the income, estate and other considerations in New Yorkers becoming Florida domiciliaries. It will also address issues as to New York hurdles and differences between New York and Florida in this area of the law.

***UPCOMING LIVE WEBINAR: Thursday, October 31st at 8:30am (EST). featuring Krista M. Fenske, Esq. of Cole Schotz P.C. on “To Trust or Not to Trust: A Tutorial on Trust Planning for Wealthy Families & Their Advisors.” Register here: https://us02web.zoom.us/webinar/register/WN_AF64ll5nQSetJ3y3UpVgww

Stay connected:

1) Questions? Comments? Media Inquiries? Reach out to Jonathan@ParkBridgeWealth.com

2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter

3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars 

4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog

Hosted on Acast. See acast.com/privacy for more information.