Here are several workshops or seminars that I can provide to groups of your clients. These seminars can be taught in a small group, large conference format, and can even be presented via webinar for clients that may have difficulty coming to the event.
Hidden Risks - Avoiding Common Estate Planning Mistakes
Attendees of this workshop will learn about the most common estate planning mistakes and what solutions are available to avoid them. Regardless of your family status or financial net worth, you will learn about planning strategies that help you:
Comprehensive Estate Planning for Individuals with IRAs and Retirement Plans
By participating in this workshop, you will learn how to coordinate your IRAs and Retirement Plans with a comprehensive estate plan including:
Dispelling the Myths of Government Benefits for Long Term Care
This workshop focuses on the myths you hear at the nursing home and at the bank about qualifying for Medicaid and the Aid and Attendance Veterans Pension to pay for long term care. We all know that 24/7 home care, assisted living, and nursing home care are outrageously expensive. Before you begin a strategy for saving money and qualifying for government benefits, it is important to understand mistakes that cause penalties, disqualification, and trouble with adult protective services. You should expect your attorney to take the time to understand your loved one’s medical condition, countable assets, and family dynamics and then counsel you on all the options available under the law.
This presentation is designed to teach attendees: