SPIRIT: Estate Planning in 2025

SPIRIT: Estate Planning in 2025: What You Need to Know

Presented by Joseph Klein

• Succession Planning
• Long Term Care Planning
• Estate Tax Planning
• Power of Attorney/Health Care Proxy
• Related Halachic Issues

Joseph Klein is a founding partner of Korsinsky & Klein, LLP. He manages the firm’s elder law group, which includes handling all aspects of Succession Planning, Long Term Care Planning and Estate Tax Planning in both New York and New Jersey.  He has extensive experience with complex trusts and estates and regularly practices in the Surrogate’s Courts in New York and New Jersey.  In addition to being an attorney, Mr. Klein is also a licensed Certified Public Accountant. Joseph is an active member of the New York State Bar Association and lectures regularly. He does pro bono legal work for nonprofit organizations and is on the board of four nonprofit organizations.

Click here to register for the Zoom link for on-site participation and to receive the recording following the program.

CORPORATE SPONSORS:  

MEMORY MATTERS — https://renayudkowsky.com/signature-course/

CAPITIL REAL ESTATE — https://capitil.com/

MEDICARE INSURANCE SPECIALIST — https://www.65andready.com/

FORSPANKLEAR, LLP — https://www.forspanklear.com/

WINSTON WEALTH ADVISORS — https://www.winstonwealthadvisors.com/ou-spirit

SCHWARTZ BROTHERS JEFFER/SINAI CHAPEL/PARKSIDE MEMORIAL CHAPELS — https://www.dignitymemorial.com/funeral-homes/forest-hills-ny/schwartz-brothers-jeffer-memorial-chapels/4131

CITIZENS BANK — https://lo.citizensbank.com/nj/woodcliff-lake/david-siegel

JRESPONDER — https://www.sosresponder.com/

KORINSKY & KLEIN, LLP —  https://www.kklawfirm.com/

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The information provided by the OU SPIRIT program is for informational purposes only and should not be construed as advice on any legal/medical/nutritional/mental health/ financial/halachic or other subject matter.  You should not act or refrain from acting on the basis of the information you learn during a SPIRIT program without seeking legal/medical/nutritional/mental health/financial/Rabbinic or other appropriate professional advice.

Partnering Synagogues:
Anshei Chesed Congregation, Boynton Beach (FL)
Anshei Emuna Congregation, Delray Beach (FL)
Beth David Synagogue, West Hartford (CT)
Bialystoker Synagogue, New York (NY)
B’nai Israel-Ohev Zedek, Philadelphia (PA)
Congregation Agudath Sholom, Stamford (CT)
Congregation Ahavas Sholom, Columbus (OH)
Congregation Aitz Chaim, West Palm Beach (FL)
Congregation Anshe Sfard, New Orleans (LA)
Congregation Anshe Sfard Kehillat Torah, Glendale (WI)
Congregation Beth Hamedrosh, Wynnewood (PA)
Congregation Beth Aaron, Teaneck (NJ)
Congregation Beth Ora, Montreal (QUE)
Congregation Beth Sholom, Providence (RI)
Congregation Bnai Yeshurun, Teaneck (NJ)
Congregation Etz Chaim of Kew Gardens Hills (NY)
Congregation Kehilath Jeshurun, New York (NY)
Congregation Machane Chodosh, Forest Hills (NY)
Congregation Ohav Zedek, Wilkes-Barre (PA)
Congregation Ohr Torah, West Orange (NJ) 
Congregation Tiferet Israel, Austin (TX)
Congregation Torah Ohr, Boca Raton (FL)
Congregation Zvi Jacob, Utica (NY)
Darchei Noam, Minneapolis (MN)
East Denver Orthodox Synagogue (EDOS), Denver (CO)
Fleetwood Synagogue, Fleetwood (NY)
Jewish Center of Atlantic Beach (NY)
Kehillat New Hempstead (NY)
Kehillat Shaarei Torah of Toronto (ONT)
Keneseth Beth Israel, Richmond (VA)
Ner Tamid Greenspring Valley Synagogue, Baltimore (MD)
Suburban Orthodox Congregation Toras Chaim, Baltimore (MD)
Suburban Torah, Livingston (NJ)
United Orthodox Synagogues, Houston (TX)
Young Israel of Bal Harbour, Surfside (FL)
Young Israel of Brookline (MA)
Young Israel of Deerfield Beach (FL)
Young Israel of East Brunswick (NJ)
Young Israel of Elkins Park (PA)
Young Israel of Fort Lee (NJ)
Young Israel of Hillcrest (NY)
Young Israel of Hollywood/Ft. Lauderdale (FL)
Young Israel of Kew Gardens Hills (NY)
Young Israel of New Hyde Park (NY)
Young Israel of Plainview (NY)
Young Israel of Queens Valley (NY)
Young Israel of Southfield (MI)
Young Israel of Stamford (CT)
Young Israel of West Hartford (CT)
Young Israel of West Hempstead (NY)

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For all questions or to become a Partnering Synagogue, please contact Rebbetzin Judi Steinig, steinigj@ou.org