*** To register for any of our events, please send an email to rshapiro@mid-hudsonlaw.com and include the event, date of event, name(s) of attendees and your telephone number ***
1. Estate Plans That Work
February 16, 2012 -- 3:00 p.m. to 6:00 p.m.; March 20, 2012 -- 6:30 p.m. to 9:30 p.m.
BSRB Education Center, 10 Matthews Street, Goshen, New York
Our introductory client orientation workshop will teach you:
- why most estate plans don't work
- how to plan for your care in the event of your mental disability
- why owning property in joint tenancy may wreck your estate plan
- How to protect your assets from the costs of long-term care
- how to protect your loved one's inheritance from their creditors
- how to protect your children's inheritance in the event your spouse remarries
- the difference between counseling and word processing
- how to minimize or even eliminate estate taxes
- how to properly fund and maintain an estate plan
- the truth about estate tax "repeal"
2. Long-Term Care and Medicaid Planning
April 18, 2012 -- 4:00 p.m. to 6:00 p.m.
BSRB Education Center, 10 Matthews Street, Goshen, New York
The costs of long-term care can be staggering -- nursing homes in our region averaging over $10,000 PER MONTH. Under the 2006 Deficit Reduction Act, Medicaid eligibility for long-term care benefits was significantly curtailed. There remains, however, a number of legal strategies which, when properly implemented, can help you preserve your assets for yourself and your loved-ones.
At this important workshop you will learn:
- the financial eligibility requirements Medicaid nursing home and home care programs.
- how to establish an irrevocable trust to protect your assets while allowing you to maintain significant control
- the rules affecting married couples and how to maximize the lifestyle of the "well" spouse
- how veterans (and their spouses) who require home care assistance may be eligible for monthly pensions of up to $20,000 per year!
3. Trustee Training Workshop -- Check back for 2012 dates
When a loved-one suffers from a mental disability, or upon their death, will the "helpers" designated in the estate planning documents know what they need to do? This workshop provides a "nuts and bolts" review of what is expected of the appointed fiduciaries (e.g., successor Trustees, Executors, Agents under a Power of Attorney, Health Care Proxy) when they are called upon to act. At this workshop we will discuss:
- the fundamental structure of an estate plan
- the various roles that helpers customarily fill during the principal's disability, or upon their death
- the importance of following the instructions contained in the estate plan
- the tax implications of estate planning
- the difference between word processing and counseling
- using Affidavits of Trust to establish the successor Trustee's authority to financial institutions and other third parties
- the three steps associated with every estate plan
- the importance of health care documents
and much more!
4. 2012 Client Update Meetings (all Update Meetings to be held at the BSRB Education Center):
- March 21 -- 2:00 p.m.
- April 12 -- 10:00 a.m.
- May 22-- 4:00 p.m.
- June 19 -- 10:00 a.m.
- July 17 -- 2:00 p.m.
- August 14 -- 4:00 p.m.
- September 20 -- 6:30 p.m.
- October 17 -- 2:00 p.m.
- November 15 -- 4:00 p.m.
Our client update meetings (which are open only to participants in our law firm's maintenance program) provide our up-to-date document language, a discussion of the lates estate planning legal news and issues, and advanced estate planning ideas. In 2012 we will discuss, among other important topics, how the current climate of political instability is affecting estate planning.
*** To register for any of our events please send an email to rshapiro@mid-hudsonlaw.com and include the event, date of event, name(s) of attendees and your telephone number***
