Here’s the Story…Estate Planning Considerations for Second Marriages

This presentation will explore key estate planning strategies for second marriages, focusing on estate tax considerations, asset titling, and the use of trusts to balance the needs of the surviving spouse with the desire to preserve assets for each spouse's children. Attendees will gain insights into navigating New York’s right of election and structuring plans to ensure equitable asset distribution. 

Speakers:
Kevin H. Cohen, Esq. 

Cohen Soloway & Wooldridge, P.C. 

White Plains, NY 

Matthew J. Nolfo, Esq. 

Matthew Nolfo & Associates 

New York, NY