Cramer & Anderson Partner Josh Weinshank will join Danbury Probate Court Judge Dianne Yamin in leading a Feb. 20 estate planning workshop for The Foundations at Nuvance Health, which will be open to the public.
The workshop will be held from 10 to 11 a.m. in the Robilotti Conference Room at Danbury Hospital, which is part of the Nuvance Health system, along with New Milford Hospital and Norwalk Hospital in Connecticut.
The goal of the presentation is to increase awareness about the importance of having a will, as well as engaging in estate planning, with a focus on the hospital’s role as a source of wellness and information regarding these issues.
Attorney Weinshank and Judge Yamin will be introduced by Laura Eldridge, Director, Planned Giving for The Foundations at Nuvance Health.
The Danbury Hospital Estate Planning Workshop Topics Include:
- Terminology such as guardianship, power of attorney, durable power of attorney, medical directives, contingency bequests, beneficiary, and the SECURE Act, designed to increase access to employers’ retirement plans.
- Why have a will? Including a discussion of intentions and values.
- When do you create a will? Addressing such factors as family changes, relocations, changes in estate value, tax law changes, and charitable interests.
- What is included in a will?
- Don’t be afraid of Probate! What is Probate and how does the court help people.
- Why have a trust? Including a discussion of terminology such as testamentary, living and charitable remainder trusts, and irrevocable or revocable living trusts.
- How to use estate planning to protect assets.
Additionally, Attorney Weinshank and Judge Yamin will address the checklist of estate planning-related materials to provide an attorney, as well as discussing such issues as long-term care, dementia, and planning for the unexpected.
Attorney Weinshank, Resident Partner in Cramer & Anderson’s Ridgefield office and the Fairfield County Trust and Estate Planning and Administration Group Leader, is Vice Chair of the Legacy Society for Nuvance Health’s Connecticut hospitals. The Society recognizes donors who include the Hospitals in estate plans through wills, trusts, annuities or other charitable giving vehicles.
Attorney Weinshank’s other recent presentations on estate planning issues include one in fall 2019 for the Ridgefield Orchestra Foundation (ROF) on tax efficient charitable giving and estate planning. In 2018, he presented a seminar to a large audience at Southbury Public Library on estate planning and elder law issues in the 21st century.
Topics Attorney Weinshank Addresses in His Presentations Include:
- State and federal estate-tax exemptions
- The Tax Cuts and Jobs Act
- Charitable tax strategies
- Contributing appreciated securities
- Legacy gifts
- Charitable remainder trusts
- Tax efficient wills
- Protecting your assets from Medicaid
- Protection of the home
- Common estate planning mistakes
About Attorney Weinshank
Attorney Weinshank’s practice focuses on Estate Planning, Trust and Probate Administration, Tax Planning, and Elder Law. He works with clients to effectively and efficiently preserve and create intergenerational wealth by considering entire portfolios and addressing client’s goals and tax and personal concerns. He works to implement strategies to reduce estate and gift taxes, and addressing income tax concerns through the management of capital gains and the appreciation of assets.
Attorney Weinshank also focuses on asset protection and Title XIX (Medicaid) planning, advising clients about preserving assets while qualifying for government assistance programs.
Attorney Weinshank won a prestigious 40 Under 40 award from the Fairfield County Business Journal in May 2019, and was named a Super Lawyers Rising Star in both 2018 and 2019. In 2017, he was named a New Leader in the Law as part of the Connecticut Law Tribune’s annual statewide Professional Excellence Awards.
In addition to his roles with Nuvance Health, Attorney Weinshank is a member of the Finance Committee of the Ridgefield Visiting Nurse Association (RVNA), and has served on the Board of the Ridgefield Playhouse, as well as its Finance Committee.
He lives Ridgefield with his wife, Steffani, and their two daughters.
About Cramer & Anderson
Cramer & Anderson LLP serves clients from six offices in western Connecticut with a hometown sensibility and a worldly outlook. In addition to Municipal Law, Planning & Zoning Land-Use, and Environmental Law, the firm’s attorneys also handle Personal Injury, Divorce & Family Law, Workers’ Comp, Immigration, Elder Law, Estate Planning and more.
The flagship office is located in a historic structure on the Green in New Milford. Additional offices are located in Danbury, Litchfield, Kent, and Washington Depot, and Ridgefield, serving Fairfield County. For more information, see the website at crameranderson.com or call the New Milford office at (860) 355-2631.