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 […]

SPIRIT: Strategies for Required Minimum Distributions  Presented by David B Winston. When do RMD’s Begin Calculation of the RMD Amount Categories of Beneficiary IRAs Tax Efficient Withdrawals RMD Strategies for Beneficiaries Charitable Opportunities with RMDs David B. Winston is the Executive Wealth Advisor of Winston Wealth Advisors. For more than 29 years David and his team have helped hundreds of families […]

Spirit: Grandparenting Your Special Needs Grandchild: Strategies from Their Parents Presented by SPIRIT, Yachad, and BRS Empty Nesters Welcome: Rebbetzin Judi Steinig, Senior Director, OU Community Projects & Partnerships Introduction by Rabbi Efrem Goldberg Moderated by Moshe Stuart, Program Director, Yachad Hollywood, Florida Yachad Parents Panel: Mrs. Leah Cohen, Mrs. Debbie Hirsch, Mrs. Sandra Seiden This is a […]