New York Private Trust - A Delaware Trust Company

A Spectacular Bundle of Benefits Capitalizing on our Low Interest Rate Environment

An Ordinary Income Tax Deduction, Subsidized Investment, and Negative Cost Charitable Giving

Featured Speakers: Maurice R. Kassimir of Maurice Kassimir and Associates, P.C. David A. Shaulson of Joseph J. Israel Associates, Inc.

Maurice R. Kassimir specializes in sophisticated estate tax planning strategies, estate administration and business succession planning.  He was previously associated with a major New York City law firm and the tax department of Coopers & Lybrand.  Mr. Kassimir is a frequent lecturer for New York banks, life insurance companies and professional organizations on sophisticated estate planning strategies and succession planning for closely held business owners.  His clients generally consist of high net worth individuals, closely held business owners and executives of private and public companies.

          Mr. Kassimir graduated summa cum laude from the State University of New York at Albany in 1977, with a Bachelor of Science degree in Accounting.  He then received his Juris Doctor with distinction, from Hofstra University’s School of Law (1980), and his Master of Law degree in Taxation from the New York University School of Law (1983).


David A. Shaulson
is an insurance specialist for Joseph J. Israel Associates, Inc., and provides advanced underwriting consultations to agents in the tri-state area.  Mr. Shaulson holds a B.S. in Economics from The University of Pennsylvania, Wharton School.


Date:
Wednesday, September 18th, 2013

Time: 12-2:00 p.m.   Luncheon & Presentation

Location: 6 East 43rd Street, 3rd Floor, New York, NY 10017