September 10th · 12:00PM EST · Zoom Webinar

Many people believe estate planning is complete the moment a will is signed. In reality, that's just the beginning. An effective estate plan is about more than paperwork. It's about the people you love: providing for them financially, protecting family relationships, and creating clarity during an emotional time.

Join Kimelman & Baird and guest speaker Justin Goldberg, a trusts and estates (T&E) attorney at Moses & Singer, LLP, for a conversation covering:

• Who makes decisions on your behalf, and how healthcare proxies and powers of attorney differ
• Whether your assets are titled in a way that reflects your true intentions
• How to choose executors and trustees who can prevent family conflict, not create it
• How delays, probate, and taxes can affect your loved ones if left unaddressed
• Why an estate plan should evolve alongside your life

Whether you're creating your first estate plan or revisiting one that may no longer reflect your life, this session is designed to leave you with greater clarity and confidence.

About the Speaker

Justin Goldberg – T&E Attorney at Moses & Singer, LLP

Justin Goldberg helps high net-worth individuals and families develop tax-efficient estate planning and wealth transfer solutions. He draws on his understanding of the court system and prior litigation experience to keep probate and estate administration proceedings moving forward in a timely fashion.

Justin provides clear and succinct advice to help clients gain a full picture of their tax liability when planning for estate transfers and lifetime gift transfers. He focuses on accomplishing their unique goals for family succession and wealth transfers, through wills, irrevocable trusts, revocable trusts, and charitable giving.

Justin’s experience in court helps keep probate matters on track, and, if litigation arises, he supports quick resolutions with fiduciary oversight.

Justin frequently volunteers at the Planning and Estates Law Project (PELP) clinic, which is associated with the NYCBA. PELP offers free legal assistance with estate planning, probate and other various estate matters to New York City residents with limited resources. He is a member of the New York City Bar Association, Legal History Committee; and a member of the Historical Society of the New York Courts, Young Lawyers Committee.

We hope you'll join us.