Events

Jun
27
Thu
FREE Crisis Long-Term Care Planning Seminar @ BSR&B Education Center
Jun 27 @ 2:00 PM – 4:00 PM

FREE CRISIS LONG-TERM CARE PLANNING WORKSHOP

Learn more about utilizing Medicaid benefits to help pay for the rising costs of long-term care, as well as estate planning tools and techniques to preserve your legacy for your loved ones.

It is never too late to preserve and protect assets!

Solutions available for both long-term planning & those with immediate or near-immediate need for Medicaid eligibility.

Presented by :
Elder Law Attorney
Austin F. DuBois, J.D., LL.M.
Partner, Blustein, Shapiro, Rich & Barone, LLP

Geriatric Care Manager
Barbara Wilhelmy, RN, BSN, CCM
President, Umbrella Care Management

FREE AND OPEN TO THE PUBLIC

To register, call Lauren at 845-291-0011 or email  ldillon@mid-hudsonlaw.com.

Jul
16
Tue
Client Update Meeting @ BSRB Education Center @ BSR&B Education Center
Jul 16 @ 4:00 PM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

To reserve your seat, email Donna at dwood@mid-hudsonlaw.com or call 845.291.0011 x242.

Jul
23
Tue
Secure Your Legacy: Estate Planning Workshop @ BSRB Education Center
Jul 23 @ 3:00 PM – 6:00 PM

Estate Planning Workshop for Today’s American Family

Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different.

In this workshop you will learn:

  • 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 decide if you need a will or a trust (or both).
  • The difference between a revocable and irrevocable trust.
  • 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.

Get the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

Aug
15
Thu
Client Update Meeting @ BSRB Education Center @ BSR&B Education Center
Aug 15 @ 10:00 AM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

To reserve your seat, email Donna at dwood@mid-hudsonlaw.com or call 845.291.0011 x242.

Secure Your Legacy: Estate Planning Workshop @ BSRB Education Center
Aug 15 @ 3:00 PM – 6:00 PM

Estate Planning Workshop for Today’s American Family

Imagine building a new home without a set of blueprints–sounds absurd, doesn’t it? Creating an estate plan without establishing planning goals is no different.

In this workshop you will learn:

  • 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 decide if you need a will or a trust (or both).
  • The difference between a revocable and irrevocable trust.
  • 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.

Get the critical information you need to work with an attorney to create an estate plan that protects you and your loved ones.

Sep
10
Tue
Client Update Meeting @ BSRB Education Center @ BSR&B Education Center
Sep 10 @ 4:00 PM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

To reserve your seat, email Donna at dwood@mid-hudsonlaw.com or call 845.291.0011 x242.

Oct
17
Thu
Client Update Meeting @ BSRB Education Center @ BSR&B Education Center
Oct 17 @ 11:00 AM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

To reserve your seat, email Donna at dwood@mid-hudsonlaw.com or call 845.291.0011 x242.

Nov
19
Tue
Client Update Meeting @ BSRB Education Center @ BSR&B Education Center
Nov 19 @ 3:00 PM

Our client update meetings (open only to participants in our law firm’s Legacy Assurance Program) provide our up-to-date document language, a discussion of the latest estate planning legal news and issues, and advanced estate planning ideas.

To reserve your seat, email Donna at dwood@mid-hudsonlaw.com or call 845.291.0011 x242.

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