October 17, 2023
By:
Anthony B. Ferraro
Guest speaker Anthony B. Ferraro is presenting a 4-part estate planning and elder law series this November hosted by the Libertyville Senior Center (Libertyville, IL).
All of these lectures will be FREE and will be offered virtually via Zoom.
To sign-up for these lectures please fill out the form at the bottom of this page. Please provide your full name, email, and select each lecture(s) you would like to participate in. A few days before each lecture you will receive a Zoom link for the live video presentation. Thank you and we hope to see you there!
Wills vs. Trusts
Tuesday November 7 at 11:00am-12:00pm
Learn about the differences between wills and trusts, various types of asset and real property ownership, advance directives such as powers of attorney healthcare and property, preliminary income and estate tax planning strategies, and more.
Elder Law 101
Thursday November 16 at 11:00am-12:00pm
Learn about the differences between “traditional” and “senior” estate planning, the various types of advance directives and their benefits, qualification and eligibility requirements needed when pursing governmental benefits related to aging, and an overview to Medicare, Medicaid, Medicaid Asset Protection Planning, VA benefits planning, and more.
Boomers & Seniors: Don’t Go Broke in a Nursing Home
Tuesday November 21 at 11:00am-12:00pm
Learn about the differences between healthcare pre-planning and crisis planning, Medicaid Asset Protection Planning and the requirements for eligibility, how to legally and ethically protect your assets, how to avoid complete spenddown of assets due to the cost of long-term care, and more.
Surprise! You have been named Executor and/or Trustee! What Now?
Tuesday November 28 at 11:00am-12:00pm
Learn about the overview to probate and trust estate administrations, procedures common to all estates, estate and income taxation, the responsibilities that you owe to other beneficiaries and creditors when you are the fiduciary of an estate, and more.