By Leslie Sultan
5
44 ratings
The podcast currently has 11 episodes available.
Today, on the Legacy Purse we brought on estate planning and elder law attorney, Christina A. Sammartino, Esq., to emphasize and compliment some of the topics our previous guests have spoken about. Christina has so much experience in this area of law, both from her own personal/family experience and from years of helping clients. This episode really helps our listeners understand a very complex and complicated topic – Health Care and long-term care planning.
Now, the reason this topic is so important is that many of us have elderly parents that have not yet done a plan or maybe did a plan years ago before they had to consider any major health care costs. And health care can get very expensive for elderly folks (as in $10,000 a month for nursing home care!!). So, for those listeners whose parents have homes and bank accounts in their names, this podcast is for you! Because there can be MAJOR financial consequences for families if your parents do not do the proper planning for long-term health care. (it's bad!)
Christina earned her Bachelor’s degree in legal studies in business from Hofstra University, and then went on to obtain her law degree from Pace University School of Law. Christina is an Associate of Berwitz & DiTata LLP, and she has worked for many years in all areas of estate planning, trust and estate administration, and Elder Law.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
[email protected]
516-908-ULAW (8529)
www.SultanAttorney.com
Christina A. Sammartino
Associate Attorney at Berwitz & DiTata LLP
After earning her Bachelor of Science Degree in legal studies in business from Hofstra University, Christina A. Sammartino obtained her law degree from Pace University School of Law. She is admitted to practice law in both the state of New York and in New Jersey. Christina focuses her practice of law on estate planning, trust and estate administration, guardianship proceedings under Article 81 of the Mental Hygiene Law, Medicaid planning and applications.
Contact:
https://www.berwitz-ditata.com/profile/associate-christina-a-sammartino/
The Legacy Purse Podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
In this episode of the Legacy Purse, we explore the social work of estate planning with Sandrine Etienne. Sandrine is a New York City based licensed medical social worker that works with people with chronic and debilitating illness, and she is the creator of missguidednotions.com (a resource for people who need support navigating health care related issues).
This show will give you a greater understanding of why it is so important to get all your health care documents in order and how to have difficult planning conversations with your loved ones who may be suffering from chronic illness.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
[email protected]
516-908-ULAW (8529)
www.SultanAttorney.com
Sandrine Etienne
Licensed Social Worker
Sandrine’s work is dedicated to supporting the needs of caregivers navigating healthcare for their aging parents. Moreover, Sandrine has a new podcast coming out this summer with her friend Anita Flores, called “Care Talkers”. Similar to the Legacy Purse Podcast, Anita and Sandrine interview experts in their field as well as a diverse group of people who have dealt with healthcare challenges. So keep your eyes out for it.
https://missguidednotions.com/
The Legacy Purse Podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
In this highly anticipated episode of the Legacy Purse, Leslie Sultan sits down with Smart Money Mamas Founder, Chelsea Brennan, and they get into money talk for moms. Chelsea is a hedge fund investor turned online entrepreneur that is well known for discussing budgeting, debt freedom, investing, career development, entrepreneurship, and much more.
This is the perfect episode for ANYONE who wants some guidance on how to get out of debt, grow your wealth, and get organized with your assets. Like Leslie says, estate planning is a gift you give your family. And the more organized you are with your money during your life, the better you can prepare your family to be financially savvy in their lives and with their future inheritances. So grab your headphones and press play!
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
[email protected]
516-908-ULAW (8529)
www.SultanAttorney.com
Chelsea Brennan
Founder | Smart Money Mamas
Money Talk for Moms, By Moms
Chelsea Brennan helps moms find their financial confidence so they can live their best lives and give the next generation the money knowledge we wish we had. Read more about Chelsea here.
Click for more info:
Motivated Mama Society
FILLABLE STEP-BY-STEP GUIDE
Family Emergency Binder (aka ICE Binder)
Listen to the Smart Money Mamas Show 🎙
Visit: www.SmartMoneyMamas.com
The Legacy Purse Podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
In this episode of the Legacy Purse, our topic is designed to help our listeners who own a business learn what could happen to your business if you become incapacitated or die without an estate plan. While this episode is geared towards small (or even large) business owners, we expect that other listeners who are not yet at that stage but striving to get there will gain some valuable information that will put you ahead of the game for when you ARE ready to take that leap into starting your own business. To help cover this important topic, Leslie Sultan talks to Attorney Assad A. Bhatti. You'll also hear them talk a bit about why, as an employee, you need to do your own research for your financial future because you CANNOT rely on your Employer/HR department to protect your best financial interests…that’s not why HR departments are set up.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
[email protected]
516-908-ULAW (8529)
www.SultanAttorney.com
Assad A. Bhatti, Esq.
The Law Office of Assad Bhatti, P.C.
Assad A. Bhatti graduated from the City University School of Law with a concentration in employment and labor law. In his practice, he handles both New York State and Federal cases to help clients in a variety of legal areas, including employment law, business law, real estate transactions, and all aspects of business planning. Assad’s background, before law school, was in Business Management and he has a master’s degree in human resource management from the State University of New York. His combined business and legal background gives him sophisticated knowledge to legally advise his business clients and help them learn the inner workings of creating, maintaining, and protecting their profitable business ventures.
The Law Office of Assad Bhatti, P.C.
183 Broadway, Suite 218
Hicksville, NY 11801
Office: (516) 522-0243
Fax: (866) 834-8816
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
In this episode of the Legacy Purse, Leslie Sultan talks about financial planning, and to help cover this topic, she invited financial representative, Vidal Peoples. Vidal holds an M.B.A. from Baruch’s Zicklin School of Business, and he’s currently a financial representative with Strategies For Wealth.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
[email protected]
516-908-ULAW (8529)
www.SultanAttorney.com
Vidal Peoples - Peoples helping People®
Financial Advisor
Strategies For Wealth
I am a proud torch bearer of Strategies for Wealth’s 84 year tradition of excellence in engaging individuals, families and business owners towards living great financial lives and financial security. I mobilize a collaborative team of specialists in individual financial and estate planning, business exit planning and succession planning.
I help my clients maximize and protect their wealth by debunking common financial myths which have caused the current retirement crisis. Through diligence and trust, I help my clients achieve financial balance, tax efficiency, diversification and control of their financial affairs with confidence, security and restful nights.
More on Vidal Peoples here
www.StrategiesForWealth.com
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
In this episode of the Legacy Purse, Leslie Sultan sits down with a New York family and divorce attorney, Joleena Louis, Esq. They discuss divorce and family law, and in particular, how entrepreneurs can protect themselves during a divorce. Joleena explains the difference between community property vs. equitable distribution, and where you can go check your state's law. She also emphasizes the importance of estate planning for families who are divorcing and naming guardians to avoid having their children end up in the foster care system.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
Leslie Sultan PC
[email protected]
516-908-ULAW (8529)
www.SultanAttorney.com
Joleena Louis, Esq.
Joleena Louis Law
Joleena Louis Law focuses only on divorce and family law matters such as divorce, child custody, child support, adoption, pre-marital agreements, mediation, and family estate planning. Joleena Louis graduated from Maurice A. Deane School of Law at Hofstra University in 2010 and started Joleena Louis Law in 2013. Joleena is the author of The Entrepreneurs Guide To Divorce: A Quick Guide To Protecting Your Business. In addition to assisting New Yorkers with their family law issues, Joleena also advises other entrepreneurial attorneys on starting their law practices with a lawyerpreneur blog mondernsolo.com
www.joleenalouislaw.com
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
In episode 02 of the Legacy Purse: Probate: The Inheritance Process, we shared that when a loved one dies and leaves a last will and testament, the probate process is a legal procedure for a judge to validate the will before any of the loved one's instructions can be carried out. But what is the history of this practice? Why does someone's last will require such a public, strict, court process that anyone can find out about? And how did we get here?
In this episode of the Legacy Purse, Leslie Sultan sits down with one of San Francisco’s few Personal Family Lawyer®, Yaasha Sabba, and they break down the history of probate and why this archaic process still exists. Yaasha explains that probate is a "Lawsuit that you file against yourself on behalf of your creditors and is paid for by your estate."
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
www.SultanAttorney.com
Yaasha Sabba / Chief Counsel
Personal Family Lawyer®
One of San Francisco’s few Personal Family Lawyer®, Yaasha Sabba manages Sky Unlimited Legal Advisory PC and is a part of a larger network of attorneys who view the business of law as flawed. Instead of a one-size-fits-all approach to managing business or personal risk, Yaasha and his team have created one-of-a-kind systems for entrepreneurs and families to use in their legal planning that can keep up with the constantly changing business climate and will proactively position them for continued growth.
Yaasha formerly worked as a patent attorney at Visa Inc. with a portfolio of over 1,500 patents under his team’s management, including the technology behind Apple Pay and Android Pay. Now, his day-to-day ranges between counseling business owners on their legal, insurance, financial and tax foundations, helping families protect their children and estates, and providing inventors with guidance on expanding their ideas.
Yaasha spends most of the free time he can spare from his own family hosting workshops, mentoring Millennials and iGens on financial literacy, and giving presentations on personal financial growth, kids protection planning, and asset protection. Yaasha is known for stating, “Its easier than ever to start growing your family wealth and take control of your life.”
LinkedIn Profile
www.skyunlimited.law
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
When a loved one dies and leaves a last will and testament, the probate process is a legal procedure for a judge to validate the will before any of the loved one's instructions can be carried out. But if a loved one dies without a will, the state where they lived dictates how their assets are distributed.
In this episode of the Legacy Purse, Leslie Sultan sits down with probate attorney Andrea M. Arrigo, and they discuss the probate process and important steps that must be taken for a will to be probated; the legal process for distributing a deceased person's property to their heirs and beneficiaries and settling any debts. This is part 1 of a 2 part episode.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
www.SultanAttorney.com
Andrea M. Arrigo is a cum laude of Fairfield University and graduated on the dean’s list in 2003 from St. John’s School of Law. In early 2019, Andrea was sworn into the U.S. Supreme Court, a ceremony necessary to be able to argue cases there. She runs her own law practice in Brooklyn, NY and serves clients in the areas of real estate, probate, and personal injury. In addition to working as a solo practitioner, she is a member of Aidala, Bertuna & Kamins, P.C. where she solely works on Personal Injury cases.
aidalalaw.com
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
What happens if you get seriously ill or injured and can’t speak for yourself? Would it bring you peace of mind to know that your health care wishes would be respected in the event that you couldn't speak for yourself?
In this episode of the Legacy Purse, Leslie Sultan sits down with Paul Malley the president of Aging with Dignity, and they discuss ways to start the conversation about advanced care planning and end-of-life care, and how the Five Wishes, a legal document, helps facilitate this conversation. Listen and learn how the Five Wishes addresses the areas that matter most to people.
Leslie Sultan is an Estate Planning Attorney and the host of the Legacy Purse Podcast. She is known for talking about topics that show YOU how to protect your family, assets, generational wealth, and legacy.
www.SultanAttorney.com
Paul Malley is president of Aging with Dignity, a position to which he was named in 2002. He previously served as the organization’s communications director since 1998. With nearly 20 years of experience in the field of aging and advance care planning, Paul is a national expert, frequent speaker, and advocate for quality and dignified care at the end of life. He served on the Florida delegation for the White House Conference on Aging, and is a member of the National Coalition to Transform Advanced Care. Paul holds a Master of Arts degree in Communications from Florida State University.
www.fivewishes.org
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
Legacy Purse producer Xavier Mejia sits down to talk to attorney Leslie Sultan about their new podcast aimed to help people understand the why(s) and how to protect and build intergenerational wealth through estate planning.
This podcast is a product of Sultan Attorney and is produced and edited by Xavier Mejia.
Subscribe wherever you listen to your favorite podcast🎙or visit LegacyPurse.com
The podcast currently has 11 episodes available.