Call Us: (516) 765-7772 / (212) 792-7971 / (631) 998-9181

Upcoming Events

Please sign up to come hear us speak at an event:

Sep
18
Wed
UJA Federation (NYC) – 50th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference @ UJA-Federation of New York
Sep 18 @ 7:30 am – 5:00 pm
50th Annual Sidney Kess New York Estate, Tax & Financial Planning Conference
Sep
19
Thu
Oppenheimer & Co. Inc. | Shenkman Private Client Group – Women & Wealth: Trust & Estates Lecture @ Oppenheimer & Co. Inc. | Shenkman Private Client Group
Sep 19 @ 8:00 am – 10:00 am
Sep
23
Mon
Baruch College (CUNY) – Tax Strategies for the Individual and Business Clients @ Baruch College (CUNY)
Sep 23 @ 9:00 am – 4:30 pm

Feature on Supplemental Needs Trusts – 9:50 AM-10:40 AM.

Sep
25
Wed
Montefiore Anesthesiology Fellowship Joint Presentation @ Montefiore Medical Center
Sep 25 @ 4:00 pm – 6:00 pm
Oct
3
Thu
Independent Association of Accountants (IAA) Lecture @ Hunter’s Steak and Ale House
Oct 3 @ 6:30 pm – 9:30 pm
Oct
10
Thu
Douglas Elliman Lecture @ Atria on Roslyn Harbor
Oct 10 @ 10:00 am – 11:00 am
Nov
3
Sun
QJC Elder Law & Estate Planning Seminar @ Queens Jewish Center
Nov 3 @ 10:00 am – 12:00 pm
Nov
18
Mon
American Institute of Certified Public Accountants (AICPA) – Sophisticated Tax Planning for Your Wealthy Clients @ Loews Philadelphia Hotel
Nov 18 – Nov 19 all-day
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Nov. 18–Nov. 19, 2019
Loews Philadelphia Hotel, Philadelphia, PA| Live online
Conference details

Delivering more begins with knowing more.

When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients. Be on the cutting edge with:

  • Updates, strategies and governmental regulations that affect wealthy individuals
  • Year-end planning tips, implementation techniques and suggestions
  • The latest information on the Tax Cuts and Jobs Act
  • Techniques for effective tax, retirement and estate planning, asset protection and more
  • UHelp on the specific needs of your tax and personal finance planning (PFP) clients

Sessions you shouldn’t miss

  • Women Taking the Reins: Financial Influence on the Move
  • How Emerging Technologies Are Enhancing Tax Practices
  • Advanced Section 199A Planning Strategies
  • Ask the Experts Panel Year-End Planning Ideas & Strategies

Who should attend?

Professionals who advise high-net-worth clients:

  • CPAs, tax practitioners and personal financial planners
  • Attorneys, insurance agents and enrolled agents
  • Bank and trusts officers as well as family office managers
  • Investment advisers

Partners

Elizabeth Forspan Headshot

Elizabeth Forspan, Esq.

Partner

EXPERIENCE
Managing Attorney at Leading Elder Law and Estate Planning Firm

Frequent Lecturer on Elder Law & Estate Planning Across the United States to Accountants, Private Wealth Professionals and Individuals

Named Super Lawyers “Rising Star” for the Last Four Consecutive Years

Worked at “Big Four” International Accounting Firm

EDUCATION
JD from Fordham University School of Law
BA from Queens College of the City University of New York,  Summa Cum Laude

Jay Klear Headshot

Jay C. Klear, Esq.

Partner

EXPERIENCE
Principal of Investment Vehicles specializing in Venture Capital, Private Equity, Derivatives and Trading Strategies

Worked at Prestigious Boutique Firm specializing in Healthcare Law

Worked at Top International “Big Law” Firm specializing in Hedge Fund and Private Equity Law

EDUCATION
JD from Columbia University School of Law, Harlan Fiske Stone Scholar
BA from University of Pennsylvania, Magna Cum Laude

Webinar

See Elizabeth Forspan, Esq. explain considerations in transferring a home for Medicaid planning purposes.

Forspan Klear LLP Logo

Sophistication Meets Sensitivity

We would be honored to be 
your trusted advisers

Elizabeth Forspan, Esq. & Jay C. Klear, Esq.

How we are different

Everything changed when a cutting edge elder law attorney, Elizabeth Forspan, Esq., and a sophisticated private investment fund attorney, Jay C. Klear, Esq. decided to join forces to change an industry, one family at a time.

Experienced Attorneys

Broad experience bringing clients cutting edge, business minded advice that is uniquely structured for your needs.

Legal Approach With Compassion

We help you navigate difficult issues with confidence and care in order to reduce stress and achieve optimal results.

Attention to Detail

We approach every project diligently and systematically to avoid surprises in the future.

Request a Consultation

Call: (516) 765-7772 / (212)-792-7971 / (631) 998-9181

Email:

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