Mr. Kass earned his law degree from Pace University School of Law and a Certificate in Health Law and Policy. He is admitted to the NEW YORK and NEW JERSEY State Bars.
For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry.
Tim Szlosek is passionate and experienced in special needs planning including navigating third-party benefits involved in planning for a dependent with special needs.
Mr. Kass earned his law degree from Pace University School of Law and a Certificate in Health Law and Policy. He is admitted to the NEW YORK and NEW JERSEY State Bars. Since 1993, Mr. Kass has helped families complete their Estate Planning, guiding them through the mazes of governmental entitlements and tax law. His pr...
For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry. To help ensure that I am at the pinnacle of my industry, I have completed my Ph.D. in Financial and Retirement Planning at The American College. I hold a Master of...
Tim Szlosek is passionate and experienced in special needs planning including navigating third-party benefits involved in planning for a dependent with special needs. TIm also is extremely familiar with the various legal issues associated with special needs planning and can work closely with your legal advisor.
Furthe...