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Professional

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All questions for our legal team from Attorneys, CPA’s, financial advisors, insurance agents, banks and other professionals are handled by this department, including scheduling meetings with attorneys, private client workshops and in-house professional educational programs.

Attorney


Banking


Certified Public Accountant


Insurance, Financial Advisors & CFP Certificants

We are also available for the following workshops:

  • “Estate Planning Essentials”
  • “Protecting Your IRA’s & Qualified Funds, and Minimize Taxes”
  • “Utilizing Medicaid & Veteran’s Benefits as Part of a Patient Discharge Plan”
  • “How to Pay for Care at Home or at a Nursing Home without Losing a Lifetime of Assets”
  • “How to Protect Your Assets from Lawsuits, Government, Nursing Homes & other ‘Predators'”
  • “Wills, Health Care Proxies, Powers of Attorney – What do I need to Know?”

Contact us for more information or to schedule a private workshop for your organization or group.

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New Hartford

Legacy Building
555 French Road
New Hartford, NY 13413
Phone: (315) 793-3622
Fax: (315) 793-0076

Syracuse

6900 Highbridge Road
Fayetteville, NY 13066
Phone: (315) 446-3850
Fax: (315) 793-0076

Email: info@eplawcenter.com

Click here to get your FREE book 'Protect Your IRA' written by David J. Zumpano CPA, ESQ