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Date: May 13, 2026
Location: Zoom
Time: 6:00PM EST
During this 60-minute Webinar, the following important topics will be covered:
Common Beneficiary Mistakes
How Beneficiary Designations Override a Will
Life Changes That Should Trigger a Beneficiary Review
Why not to Name MINORS as Beneficiaries
Host
Leslie Sultan, Esq.
Leslie Sultan, a Los Angeles native and CUNY Law graduate, opened her own private practice in New York in 2010. Now a partner at Sammartino & Sultan Law Group, she focuses on helping families avoid probate court through proactive estate planning strategies.
Leslie runs their virtual practice, serving clients across New York City and Long Island. She’s also the host of the "Legacy Purse" podcast, where she shares her expertise on building lasting legacies. Licensed in both New York and New Jersey, Leslie is dedicated to guiding families through the estate planning process with ease and care.
Guest Speaker
Stephanie Moreira Jacobowitz
As a Partner of New York Life Insurance Company, Stephanie is second generation to the firm and has 12+ years’ experience in the Financial Services industry. She is a mom of 2 little ones under 3 and understands life can get busy, but planning for the future should be on the top of everyone’s to do list!
She is also fluent in Portuguese and Spanish. Her team prides themselves on helping others with the holistic approach of planning and being there every step of the way.