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Preserving Family Assets from Estate Taxes & More

at Bronxville Adult School -

(20)
Course Details
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$15
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Description
Class Level: All levels
Age Requirements: 18 and older
Average Class Size: 12
Teacher: Neil Lubarsky

What you'll learn in this personal finance class:

Preserving Family Assets from Estate Taxes, Nursing Home Costs and More


Learn how to legally avoid estate taxes and nursing home costs and keep family assets from ending up in unwanted hands, while maintaining control of your assets. You will be taught what needs to be done in order to pass assets to children free of estate tax, how you can protect your home and other assets from future nursing home costs and how you can avoid giving extended family members unwanted access to your assets.


Please be sure to register by the day before the class at the latest. You will receive an invitation email with a link to join the Zoom meeting. 


Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

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Refund Policy
A full refund will be issued if your course is cancelled due to low enrollment or if filled.

To cancel a registration, contact the office at least 5 FULL BUSINESS DAYS BEFORE the class start date.

You will receive a full refund, less a $10 processing fee.

No refunds will be issued for any reason at any other time.

No credit will be given for missed classes or if you are unable to attend a rescheduled make-up class.

Class cancellations due to inclement weather will be made up and will not be refunded.

Students assume full responsibility for choosing the appropriate course level. Please contact [email protected] if you have a question about the level or material.
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Reviews of Classes at Bronxville Adult School (20)

School: Bronxville Adult School

Bronxville Adult School

Serving the Greater Westchester Community and Beyond!  Our classes are open to all and our students come from all over Westchester and the Tri-State area. 

The Bronxville Adult School is a not-for-profit organization incorporated in 1957 and chartered by the New York State Board of Regents. ...

Read more about Bronxville Adult School

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