Westchester Elder Law Attorneys Anthony J. Enea and Michael P. Enea to Shed Light on Estate Taxes in Lunch & Learn Program

On Wednesday, March 29, Westchester County elder law attorneys Anthony J. Enea, Esq. and Michael P. Enea, Esq. of Enea, Scanlan & Sirignano, LLP, with offices in White Plains and Somers, N.Y., will present Avoiding the New York “Estate Tax Cliff” as part of the firm’s 2023 Lunch & Learn Series. The free educational program is open to the public – though space is limited.

The program, held from noon to 1:30pm at the firm’s White Plains location, takes an in-depth look at how to avoid the tax implications of New York’s “estate tax cliff.” Attendees will learn effective planning techniques, from the role of completed gift trusts to disclaimer and “Santa Clause” provisions.

Those interested are encouraged to register early by calling 914-948-1500 to reserve their spot. A light lunch and refreshments are included.

“New York State has a potentially onerous estate tax, making it crucial for residents whose assets are near or over the exemption amount to plan ahead,” said Anthony J. Enea, the firm's managing member. “There are multiple solutions to avoid New York’s estate tax – from lifetime and charitable gifting to disclaimer and life insurance trusts. The key is planning early.”

Held on the last Wednesday of each month, Lunch & Learn programs shed light on a variety of important elder law and estate planning topics. Future programs include:

April 26 – Aging in Place: A Guide to Growing Older at Home: Nearly 90 percent of seniors wish to stay in their own home as they age (source: AARP). Learn how to prepare a home to safely age in place through senior-proofing, necessary legal documents, strategies for bill paying and financial management, as well as an overview of the Medicaid home care program. Presented by Sara Meyers, Esq. & Samantha Lyons, Esq.

May 31 – Estate Planning and Your Residence: What is a Medicaid Asset Protection Trust? Learn the ins and outs of Medicaid planning as well as options for home buying and selling within the trust. Presented by Anthony J. Enea, Esq.

June 28 – Protecting Yourself and Your Loved Ones from Financial Elder Abuse and Senior Scams: Often referred to as “the crime of the 21st century,” learn key signs of financial and personal elder abuse, typical scams that are targeted toward the senior population as well as the important estate planning documents to help protect against financial abuse as one ages. Presented by Sara Meyers, Esq.

September 27 – LLCs: The Pros, Cons and Estate Planning: For some, an LLC can be a useful tool to pass assets down to loved ones while avoiding or minimizing estate taxes. Discover if an LLC may be right for your estate planning needs as well as how they are used to reduce the risk of personal liability with rental properties. Presentation by Anthony J. Enea, Esq. & Michael P. Enea, Esq.

October 25 – Understanding the Implications of Gray Divorce: A divorce later in life often adds a level of complexity to the estate and tax plan process. Understand what potential complications may arise and how to address them – from division of assets and tax issues to estate and long-term care planning. Presented by Lauren C. Enea, Esq.

November 29 – Special Needs Planning for Children and Grandchildren with Disabilities: Ensure the future care and well-being of your child or grandchild with special needs using these estate planning strategies. This program will cover the three basic types of special needs trusts (also known as supplemental needs trusts), general drafting considerations and the newest type of special needs trust – the sole benefits trust. Presented by Sara Meyers, Esq. & Lauren C. Enea, Esq.

The attorneys at Enea, Scanlan & Sirignano, LLP specialize in elder law planning, asset protection planning, wills, trusts & estates, Medicaid applications (home care and nursing home), guardianships, and special needs planning. The firm has also attained Martindale-Hubbell’s highest rating, AV Preeminent, for superior ethical standards and legal ability.

Enea, Scanlan & Sirignano, LLP is located at 245 Main Street in White Plains, N.Y. with additional offices in Somers, N.Y. For more information or to schedule a consultation, call 914-948-1500 or visit www.esslawfirm.com.

About Enea, Scanlan & Sirignano, LLP

Enea, Scanlan & Sirignano, LLP is an AV preeminent rated elder law firm with offices in White Plains and Somers, N.Y. The practice concentrates on Elder Law; Medicaid Planning; Nursing Home and Home Care Applications; Wills, Trusts and Estates; Guardianships; Estate Litigation; Supplemental Needs Trusts; and Special Needs Planning. Enea, Scanlan & Sirignano, LLP serves Westchester, Rockland, Putnam, the Bronx, Manhattan, Long Island and Queens and is committed to providing the highest quality legal services to seniors, the disabled and their families. Visit the firm online at www.esslawfirm.com.

PHOTO CAPTION:

Left: Michael P. Enea, Esq., associate, Enea, Scanlan & Sirignano, LLP

Right: Anthony J. Enea, Esq., managing member, Enea, Scanlan & Sirignano, LLP