Free Seminars in the Privacy of Your Home

I would like to share with you current discussions that you will find informative and helpful in your estate planning.

What You Should Know About Your Spouse's Estate Plan in the Changing Tax Environment
Often both spouses participate in constructing their estate plan. However on occasion, one of them is active, and the other has few, if any, quesitons. Later the surviving spouse may not be satisfied with the amount recieved or the restrictions on the funds. This discussion suggests how later financial surprises can be eliminated. Discuss them with your estate plan advisior.

Analyzing the Notion that All Children Should Recieve an Equal Inheritance
Most of my clients treat all of their children equally in their wills. But there are family situations where unequal treatment should be considered. I highlight estate planning techniques where customized treatment for a child is indicated. Discuss them with your estate plan advisor.

Strategic Planning Seminar for your IRA
The combination of income and estate taxes on your retirement plan can be devastating. I discuss ways to spread out the payments and lessen tax impact. Pick out the jack and Jill scenario that is closest to your situation.

Anticipating Disputes Among The Family Members of Your Business When You Retire
Your family may get along well in your business while you are in command. But what about later? How will they line up and vote if there is a disagreement? Consider possible ways to avoid a family feud before it develops. Discuss them with your estate plan advisor.

How Smart Snowbirds May Save New York Taxes
I authored a 370 page tax and estate planning guide for the dual Florida/New York homeowner. It is now out of print. A new updated edition is available on this site with my compliments. Pick out the session that interests you. Consult your own professional advisor before making any decisions.

Click here for biographical information about Allan R. Lipman, Robert A. Biltekoff, Gary Bluestein, and Deborah J. Muhlbauer and how they may be reached for consultation.

Click here to reach us by e-mail.

Lipman & Biltekoff, LLP
Bluestien & Muhlbauer, P.C.
Attorneys at Law
333 International Drive, Suite B-4
Williamsville, New York 14221

Tel: (716) 633-3200
Fax: (716) 633-0301

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A WORD OF CAUTION . . .

These discussions should not be viewed as legal advice or consultation and are distributed with the understanding that the author, Lipman & Biltekoff, LLP and Bluestein & Muhlbauer, P.C. and other persons associated with this publication, in making these discussions available, are not engaged in rendering legal or other professional service. If legal advice or other expert assistance is required, the services of a competent professional person should be sought. The author, publisher and other persons associated with this publication disclaim any liability arising out of, or relating to, any reliance upon the matters contained herein.

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