Current Presentations
March 16, 2010
Business Succession Planning
Session Three of the 2009-2010 FSP CNY "Advanced Training Workshop" Series
8:00 AM - 9:30 AM
5788 Widewaters Parkway, Conference Room, Syracuse , NY
Nearly 2/3 of closely-held businesses will fail upon the death, disability or retirement of the original owner, mostly due to inadequate planning and proper funding for ownership and management succession of the business.
Business continuity is not a guarantee. Are our clients prepared for a transition? Do you understand the key elements involved in succession planning? Are you aware of the potential pitfalls, as well as the tools available to help you succeed?
For more information or to RSVP, call/email Charlotte Crandall 315-474-6775/cgcrandall@usadatanet.net
June 9, 2010
Trusts 201
Renaissance Syracuse, 701 E. Genesee Street, Syracuse, NY 13210
The faculty will walk you through the process and help you customize the asset protection tools at your fingertips to specific client goals and circumstances. Imbue your estate planning techniques with the power to transfer assets with minimal tax burdens – register today!
- Ensure financial sustainability of the trusts you create - get a crash course in related investment and accounting tactics.
- Explore the uses, advantages and drawbacks of revocable and irrevocable trusts and learn how to determine whether they're the best option for a particular client.
- Don't reinvent the wheel – use our sample trust documents to save time and enhance your drafting skills.
- Learn how you can minimize your clients' tax burden while allowing them access to property.
- Make certain all your clients' assets are accounted for in the trust documents.
- Delve into the principal duties and responsibilities of trustees to ensure compliance and prevent fiduciary liability.
- Walk through sample asset allocation case studies to analyze the implications of careless financing.
For more information click here
Previous
November 19, 2009
Representing Licensed Professionals before OPMS & OPD
Sheraton University Hotel & Conference Center , 801 University Avenue , Syracuse , NY
October 30, 2009
Medicolegal Issues and an Update on the Stimulus Act
October 23, 2009
2009 Tax, Corporate & Estate Planning Seminar
The Oncenter, 800 South State Street, Syracuse, New York 13202
Richard S. Scolaro
Jeffrey B. Scheer
Richard E. Scrimale
Stewart M. McGough
John S. King
Zachary R. Benjamin
William B. Magnarelli
John R. Appler
Jennifer L. Maxwell
Michael J. Hrab
May 14, 2009
Limited Liability Companies
Sheraton University Hotel & Conference Center , 801 University Avenue , Syracuse , NY
Explore the Advantageous Uses and Benefits of LLCs
Richard E. Scrimale
Zachary R. Benjamin
December 3-5, 2008
Optimizing the Role of Hospitalists
Sheraton Atlanta, 165 Courtland Street, Atlanta, GA 30303
"Legal Issues in Hospital-Hospitalist Contracting" on December 5th...
October 23, 2008
2008 Tax, Corporate & Estate Planning Seminar
The Oncenter, 800 South State Street, Syracuse, New York 13202
Richard S. Scolaro
Jeffrey B. Scheer
Richard E. Scrimale
Stewart M. McGough
John S. King
Zachary R. Benjamin
William B. Magnarelli
Andrew M. Knoll
John R. Appler
Shane M. McCrohan
For more information click here
October 16, 2008
Joining/Forming a Medical Practice
Onondaga County Medical Society Alliance
Upstate Medical University
9th Floor, Weiskotten Hall, 766 Irving Ave., Syracuse, New York
July 8, 2008
LLCs, LLPs and Partnerships: Organization and Operation in New York
Ramada Inn, 1305 Buckley Road, Syracuse, NY
June 5, 2008
Limited Liability Companies
Genesee Grande Hotel, 1060 E. Genesee Street, Syracuse, NY
Richard E. Scrimale
Zachary R. Benjamin
Jennifer L. Maxwell
April 18 , 2008
The Probate Process from Start to Finish
Sheraton University Hotel & Conference Center , 801 University Avenue , Syracuse , NY
March 25, 2008
Introduction to the Law Regarding Medical Records
Ramada Inn, 1305 Buckley Road, Syracuse, NY
Marc S. Beckman
Michael J. Compagni
Andrew M. Knoll
Susan F. Lesser
October 23, 2007
Estate, Financial and Health Care Planning for Elder Clients
Renaissance Syracuse, 701 E. Genesee Street, Syracuse, NY
October 23, 2007
2007 Tax, Corporate & Estate Planning Seminar
The Oncenter, 800 South State Street, Syracuse, New York 13202
Richard S. Scolaro
Ronald A. Mittleman
Richard E. Scrimale
John R. Appler
Chaim J. Jaffe
Michael J. Hrab
Jeffrey B. Scheer
Douglas J. Mahr
John S. King
On October 23rd,2007 we presented our 2007 Tax, Corporate & Estate Planning Seminar. This ambitious program covered several areas of interest and was the result of a year of preparation from many of the Firm's attorneys.
This Seminar was approved for 8.0 hours of CPE credit for Accountants (NYSE-000558), 8.0 hours of CE credit for Certified Financial Planners (NYSID-2552), 8.0 hours of credit for Life/Accident and Health Agents (LA), Life Consultants (C1) and Life/Accident and Health Brokers (LB) (NYPO-100211; NYCR-213768).
For more information click here
May 31 , 2007
Trust Your Planning:
A Comprehensive Review of Trust Planning and Drafting Techniques
Sheraton University Hotel & Conference Center , 801 University Avenue, Syracuse, NY
John S. King
Robert D. Scolaro
January 30 , 2007
Trust Your Planning:
Legal Issues for Physicians
Health Alliance Physicians, P.C.
Marc S. Beckman
Ann T. Ealy
Andrew M. Knoll
Susan F. Lesser
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