Trustee Training
Thursday, January 26th
1:00pm–3:00pm
This workshop is exclusive to maintenance members who have a trust plan. During this workshop, we will discuss what a trust is, who traditionally serves as a trustee and what their responsibilities are. Please bring any questions or concerns with you to discuss during the “what do you want to know” portion of the workshop.
Please reserve your seat by completing the form below, e-mailing Client Services at clientservices@eplawcenter.com or by contacting EPLC at 315.793.3622.
Seating is limited, so be sure to reserve your seat today! We look forward to seeing you.
Thursday, July 6th at 9:30am
Location to Board and Drop Off:
Herkimer Dock • Gems Along the Mohawk
800 Mohawk Street, Herkimer, NY 13350
(Exit 30 off of the NYS Thruway)
We invite you to join us for our annual Special Maintenance Client summer event “Cruising the Erie Canal on the Lil’ Diamond III”. There will be passed hors d’oeuvres, open soft bar, and a cash bar for additional beverages.
“A fun and historically fascinating cruise, back to a time when the canal was just a vision and the barges were pulled by mules and horses. Travel thru a hundred year old lock, relax and enjoy – you’ll be glad you did!”
Boarding begins at 9:30am.
The cruise departs promptly at 10:00am and returns at 12:00pm.
Please Note: This event is on a first come, first serve basis. Reservations are required and limited to clients only.
Fill out the form below, call the office at 315.793.3622 or e-mail CAiello@EPLawCenter.com to reserve your seats!
Walk with Team EPLC
at the
2017 Walk to End Alzheimer’s
Saturday, September 30th
SRC Arena (OCC Campus), Syracuse, NY
Registration at 8 am
Ceremony at 10 am
Walk at 10:15 am
Route Length: 3 miles
Call Chrissy Aiello at (315) 793-3622 or email caiello@eplawcenter.com to RSVP to walk with Team EPLC and get a Team EPLC t-shirt!
Special Maintenance Workshop
Thursday, February 8th
Legacy Building, 555 French Road, New Hartford
1:00pm – 2:30pm
Tai Chi
with Instructor John Garrett
Healthy Heart and Wellness
with Sarah Stevens
American Heart Association
Some health benefits of Tai Chi include:
- Increases physical function and energy
- Reduces chronic musculoskeletal pain
- Lowers blood pressure
- Improves immune function
- Beneficial for psychological well-being
- Improves insulin level
To register for this Special Maintenance Workshop please fill out the form below, call the office at 315.793.3622 or e-mail CAiello@EPLawCenter.com!
Summer Maintenance Client Event
We invite you and your significant other plus two loved ones to join the team for an afternoon exploring the Utica Zoo!
Friday, July 13th
Check in at the zoo: 11:30am
Lunch will be served from 12-1:30pm in the Pavilion
Spend the rest of the afternoon enjoying the sights and sounds of the Utica Zoo in the sunshine with staff, family, and friends.
*Each additional guest after a party of four people will be subject to the following admission fees:
Child: $3; Adult: $4.50; Veterans and Seniors: $3.50
RSVP online by filling out the form below, by e-mailing Chrissy Aiello at clientservices@eplawcenter.com or by calling the office at 315.793.3622.
David J. Zumpano and Jennifer M. McDonnell are excited to invite you
to join them for a question and answer session on April 24th.
Wednesday, April 24th
Valentino’s Banquet Hall
3899 Oneida Street
New Hartford
1:00pm – 3:00pm
This session is an open forum where you can ask questions regarding Estate Planning, Medicaid, or after death administration.
Please reserve your seat by clicking here.
Trustee Training!
Thursday, April 22nd
Valentino’s Banquet Hall
Presented Live & Virtually via Zoom
by Jennifer McDonnell, Esq. & Elizabeth Evans, Esq.
A special invite for the people you’ve deemed as trustees in your documents.
During this training your trustee will learn:
- The importance of their role and how to properly follow your wishes
- The responsibility of their role at every stage of the administration process
- Understand their rights and how to avoid liability
Seating is limited to the first 60 people to reserve seats to ensure proper social distancing. COVID-19 protocols will be strictly followed.
Call 315-793-3622 or fill out the form below to make your reservations. You are welcome to attend the training with your trustee, but it is not mandatory.
Are you frustrated or confused by the particulars of Medicare?
Let us help you navigate the process.
Join Adirondack Financial Services (AFS) and The Estate Planning Law Center for an informational presentation that will take you through the ins and outs of Medicare.