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Estate Planning Workshop

Sunday, May 23, 2021 12 Sivan 5781

12:00 PM

Join TI's Vice President of Finance Larry Paul and TI's Morris Klein* for a discussion about wills, living wills, powers of attorney, probate, and more:

 - How to minimize/avoid probate.
 - Avoiding Federal estate tax
 - Managing State inheritance tax
 - Are your documents current for 2021?
 - When and how to use trusts

All are welcome. RSVP and Zoom info to come. 


*Due to unexpected circumstances, Estate Attorney Barry Fierst will not longer be joining us.

Morris Klein’s practice focuses on legal issues faced by persons who are aging or incapacitated. This includes Medicaid eligibility, special needs planning for the disabled, guardianships, and drafting planning documents such as powers of attorney, health care advance directives, trusts and wills. The practice also includes probate and the administration of decedent’s estates.  Attorney Klein is a member of the national Board of Directors of the National Academy of Elder Law Attorneys, the preeminent national organization for elder law attorneys. 

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