Preserving Family Assets from Estate Taxes & More is unfortunately unavailable

Thankfully we have 3 other Personal Finance Classes for you to choose from. Check our top choices below or see all classes for more options.

Preserving Family Assets from Estate Taxes & More

at Bronxville Adult School -

(20)
Course Details
Price:
$15
Start Date:

This class isn't on the schedule at the moment, but save it to your Wish List to find out when it comes back!
If you're enrolled in an upcoming date, this simply means that date has now sold out.

Purchase Options
Save to WishList

24 people saved this class

Book Private Class
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.

Still have questions? Ask the community.

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.
Start Dates (0)

This class isn't on the schedule at the moment, but save it to your Wish List to find out when it comes back!

Similar Classes

Benefits of Booking Through CourseHorse

Booking is safe. When you book with us your details are protected by a secure connection.
Lowest price guaranteed. Classes on CourseHorse are never marked up.
This class will earn you 150 points. Points give you money off your next class!
Questions about this class?
Get help now from a knowledge expert!
Questions & Answers (0)

Get quick answers from CourseHorse and past students.

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

CourseHorse Approved

This school has been carefully vetted by CourseHorse and is a verified NYC educator.

Want to take this class?

Save to Wish List
Booking this class for a group? Find great private group events here

3 Top Choices

Personal Investments

This class is temporarily being offered remotely.

at Baruch College - CAPS - Online 00000

This introductory course is for individuals who would like to enhance their knowledge and experience to make better investment decisions. You will learn how to read financial pages and analyze the risks and rewards of investing. Note: Classroom location listings are also posted outside the CAPS office and the lobby of the 17 Lexington Avenue building....

Tuesday May 18th, 6:15pm - 8:45pm Eastern Time

  (10 sessions)
$665

10 sessions

Equity Markets and Portfolio Theory I

This class is temporarily being offered remotely.

at Baruch College - CAPS - Online 00000

This course is mandatory for students enrolled in the Finance Certificate programs.  Students will focus on the concepts of Modern Portfolio Theory and the Efficient Market Hypothesis. The course will also outline the basics of portfolio optimization and asset allocation. Students will review equity market valuation models; risk-reward dimensions...

Wednesday May 19th, 6:15pm - 8:45pm Eastern Time

  (10 sessions)
$665

10 sessions

5-Day "MBA" Certificate Program

This class is temporarily being offered remotely.

at American Management Association - Online Classroom

How you do business is changing fast. Competition is more fierce than ever. How well you can grasp and handle data, reduce risks, and manage people, processes, and new technology is being tested daily. Prepare yourself to innovate, strategize, and lead with success. In this one-of-a-kind program, you’ll explore these vital skills...

Monday Jun 14th, 10am - 6pm Eastern Time

  (5 sessions)
$3,995

5 sessions