Estate Planning Workshop
Professionals / Business Owners Only
With Valerie Zammitti, JD, MBA, LLM
First Wednesday Every Month
10-11:00 am
Many of our professional colleagues work with clients that have property and/or investments that need to be protected through proper estate planning. We are proud to offer professional education workshops to learn more about the estate planning process and how and when to help your clients get their protection planning started sooner and done properly.
Our office is open on the first Wednesday of each month for professionals interested in learning more about the estate planning process and/or the probate process how they can best determine where they may be on the Estate Planning timeline.
What We Offer:
🔹 Group discussion on the estate planning timeline and which plans are best for different phases of life.
🔹 What to do when you client or their family faces probate
🔹Printed and electronic educational materials for professionals to use and share with clients.
🔹Q & A session with Valerie K. Zammitti.
🔹Ongoing support and communication with mutual clients.
Who Could Benefit:
✔️ Financial Planners/Advisors
✔️ Realtors
✔️ Bankers/Mortgage Brokers
✔️ Employers Who Want to See Employees Get Started
✔️ Funeral Home Directors & Teams
✔️ Vets/Farms Interested in How Pet Protection Works
Requirements:
🔹Register online & complete short questionnaire
🔹At least five professionals in person
🔹For large groups a Zoom hybrid may be possible and/or we may be able to travel within a ten-mile radius.
Don't forget about you and your family! If you're ready to get started with your estate plan or need help with probate now, you don't have to wait for a group session. You can schedule a personal Free Consultation HERE.
More Info
Office Location
Zammitti Law, PLLC
17 River Street, Suite 3
Warwick, NY 10990
Servicing NY & NJ
Office Hours
Monday - Friday
10:00 am - 4:00 pm
Contact Us
Legal Services Concentrated On
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About Valerie
Since 2007, Valerie has used her passion to help, love for problem solving and crazy education to support her clients establish a proper estate plan, protect against a spenddown for long term care, and help those left behind to bring the plans to completion.
Valerie takes pride in ensuring our clients find peace of mind and accomplish their planning goals. Education is her focus to help more people in our community get protected earlier.
© 2024 Zammitti Law, PLLC