November 21, 2023
By: Anthony B. Ferraro

To be notified of our next Estate Planning and Elder Law Series, kindly fill out the form below. Please provide your full name, email and select the lectures you wish to attend.

 

Wills vs. Trusts

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

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

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?

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.