Frances Pantaleo to Speak at Prestigious Estate Planning Conference

September 2015

Partner Frances Pantaleo has been invited to present at the 46th annual Sidney Kess New York Estate, Tax & Financial Planning Conference, sponsored by UJA-Federation on September 10th.  Her presentation will cover estate planning for families who have individuals with special needs, why supplemental needs trusts are necessary, how they are funded, the selection of trustees and evaluating when to seek guardianship under Article 17A of the Surrogate’s Court Procedure Act or Article 81 of the Mental Hygiene Law.