Thu, Sep 19
07:00PM
Thu, Sep 19
07:00PM

lecture

Creative Tax Planning: Leave a Legacy – Live on Zoom

Please join us for a conversation with guest speaker Morris Sabbagh, Partner at Vishnick McGovern Milizio LLP, to explore creative ways to maximize your charitable giving while optimizing your tax benefits. In this interactive webinar, we will discuss upcoming changes to the estate and gift tax exemptions, as well as strategies and best practices for incorporating philanthropy into your financial and estate planning, ensuring that your legacy reflects your values and makes a lasting impact on the institutions you care about. Morris has valuable insights to share, and we are all sure to learn a lot.

Please use the link below to register for the webinar and send your questions.

About the Speaker
Morris Sabbagh is a partner in Vishnick McGovern Milizio ’s Tax Law, Wills, Trusts, and Estates Trust and Estate Planning , and Elder Law  practices.

He focuses on assisting families with the preservation of wealth and administration of estates and trusts and works with high-net-worth individuals to prevent the dissipation of assets to taxes, creditors, and long-term care expenses.

Mr. Sabbagh’s extensive experience includes planning for gift, estate, and generation-skipping transfer taxes, business succession, marital issues, creditor and asset protection, and public benefits and elder law issues.

He assists clients with the implementation of complex estate planning strategies and with the creation and administration of charitable foundations and charitable planned giving vehicles. In addition, he assists executors and trustees in the probate process and the administration of estates, as well as gift, estate, and income tax audits before the Internal Revenue Service and the New York State Department of Taxation.

Mr. Sabbagh is a founding member of the National Academy of Elder Law Attorneys (NAELA), New York Chapter.


Presented by:

lecture