Speaking Engagements, News and Articles on Estate Planning and Estate Settlement
If you would like us to speak on any estate planning or estate settlement issues that are of interest to your organization or group, please contact us for further information.
Upcoming Events:
For more information about upcoming events, please call or email our office.
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On April 29, 2010, Courtney E. Boniface will participate in a panel discussion on 2010 Trends in Philanthropy at the Rockland Development Council’s annual general membership meeting, hosted by Good Samaritan Hospital in Suffern, NY.
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May 26, 2010, Barbara H. Cane will speak on "Non-traditional Families: Estate Planning Obstacles and Charitable Solutions" at the PPGGNY Planned Giving Day in New York City.
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May 27, 2010, Barbara H. Cane will participate in a panel discussion "Charitable Giving in Uncertain Times" at the UJA-Federation 20th Annual Westchester Estate, Tax and Financial Planning Seminar.
Past Events:
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Barbara H. Cane presented "Estate Planning on A Roller Coaster" at THIRTEEN.
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Courtney E. Boniface discussed Special-Needs Trusts at the Special Education PTA of Pearl River, and the importance of having your affairs in order to protect your family.
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Estate Planning for Same-Sex and Unmarried Couples was presented by Barbara H. Cane at the Nyack Library.
- What You Need to Know About Estate Planning The session covered:
- What is the difference between a will and a trust?
- Why you need more than just a will or a trust
- The importance of health care documents and powers of attorney
- Cane & Boniface, PC presented Getting Your House in Order at the Tappan Zee Manor:
- Will your loved ones be able to speak to your doctors if you are ill?
- What documents do you need to make sure you are cared for?
- Have you prepared for your future and the future of your loved ones?
- Estate Planning for Grandparents raising their Grandchildren was presented at VCS Inc. and included the following topics:
- Will your family lose your hard-earned assets to estate taxes?
- How to provide for your children and grandchildren – different needs for different generations
- Caring for the Caregiver – what documents you need to make sure that you are cared for
- What You Need to Know About Estate Planning was presented to VCS’s Foster Grandparents
- Estate Planning for Young Families was the topic of the event at the Rockland Jewish Community Center.
- What is different once you’re married?
- What is different once you have kids?
- Single parenting
- Planning for education
- Planning for children with special needs
- Planning for long-term financial growth and security
- Top 10 Estate Planning Mistakes and How to Avoid Them was presented at the Nanuet II Senior Club, at the Pascack Community Center.
- Credit Cards, Checking Accounts,
and College…Oh My! was presented at HSBC Bank in Nyack. It covered helping parents and their high school students
plan for a successful financial future.
Awards & Recognition:
Barbara Cane named Outstanding Volunteer and was honored for her work with local and national charities at the 3rd Annual Rockland
Development Council Philanthropy Day Awards for 2006.
Courtney E. Boniface was recognized as one of Rockland County’s Forty Under 40, an award given by the Journal News and the Rockland Economic Development Corporation.
Courtney E. Boniface graduated from Leadership Rockland in 2004. |