The Right Way to Plan Your Estate and Gifts to Charitable Institutions

This show is important for anyone who cares about his/her family. Today Dave Lorenzo has a conversation with Jennifer Abelaj, an New York Estate Planning Attorney. Join us!

Timestamps:

00:00 – The Right Way to Plan Your Estate and Gifts to Charitable Institutions
01:19 – What inspired Jennifer to become an Estate Planning Attorney?
02:07 – How does Jennifer begin discussing Estate Planning with others?
05:16 – The Importance of Estate Planning in Families
06:50 – What are the basic requirements for Estate Planning in New York?
09:23 – What is a Will and what is contained within it?
10:57 – How significant is an Estate Plan in an Insurance Policy? 
14:17 – How important is it to hire an Estate Planning Attorney when acquiring Insurance?
15:44 – What is Susan’s recommendation for long-term assets to be left to a minor?
21:50 – What does Trustee and Executor mean?
23:37 – What is the difference between Revocable and Irrevocable Trusts?
26:49 – How to Set-up and Use a Trust?
29:48 – Why do some clients want to purchase assets in private?
33:11 – Why is it necessary to hire an Attorney if you intend to donate to charity?

Jennifer Abelaj Estate & Philanthropic Planning Attorney 212-328-9568 jva@abelajlaw.com https://www.abelajlaw.com/

About Jennifer Abelaj: Jennifer V. Abelaj has a combined background in business, tax, and the law. She started her career as a Certified Public Accountant with Ernst and Young and continued practicing as a CPA at two worldwide investment banks. In her legal career, she worked at both large and boutique law firms practicing in Trusts and Estates and Non-Profits. She has significant experience advising high net worth clients, both domestic or with an international footprint. She has worked with non-profit boards, executive directors, and lobbying groups.

As a first-generation American, Jennifer is comfortable working with clients of various nationalities. Jennifer speaks Spanish fluently and Slovak conversationally, which are the native languages of her parents. She also speaks French conversationally, which is her husband’s native language. Jennifer lives in Manhattan and enjoys the sights, sounds and experiences of New York City. In her spare time, you can find her snowboarding on a mountain or spending time with her husband and dog.

📺Watch and Enjoy!